We help clients who have received personal injury compensation to invest their money well.
Wealth management
An integrated approach to managing your wealth
We combine investments and specialist advice in one. That means one team looks after all parts of your financial life, with a coherent strategy and less to worry about. You benefit from personalised support and specialist expertise to help you achieve what matters most.
Coordinate your finances
Have one team make sure your savings, investments and assets all work together to achieve your goals.
A flexible financial plan
Build and grow a plan that protects and adapts as your life changes (career moves, family needs, market shifts).
Peace of mind
Free yourself from juggling multiple advisers – trust Rathbones to take care of everything so you can focus on what matters to you.
Financial planning
Help organise your finances and plan for future goals
Our experts will craft a clear plan tailored to you, helping you prepare for the future and meet your goals.
Whether you need one-off advice to help make an important decision or you need ongoing support, our expertise will help you avoid costly mistakes that can come from doing it alone.
Plan for big goals
Map out a path to fund major life events (buying a house, paying for education, selling a business) with confidence.
Build a retirement plan
Work out how much to save so you can retire when and how you want, without running out of money.
Stay tax-efficient
Make the most of tax allowances and reliefs now and for your heirs, so you keep more of what you earn and pass on more to your family.
Investment management
Dedicated professional help to grow and manage investments
Our managers will find the right investments for you, aiming to grow and protect your wealth. We do the research, adjust to market changes and free you from day-to-day effort, so you can relax while your money works for you.
Remember, with investing your capital is at risk and you could lose some or all of your investment.
Grow your savings
Aim for the returns you need by having professionals invest your money in stocks, bonds or funds suited to your goals.
Manage risk smartly
Expert risk management and a diversified portfolio helps to keep your financial goals on track.
Hand-off investing
Free yourself from day-to-day market watching and decision-making – we’ll do the hard work of research and trading.
Greenbank sustainable investment
Manage your wealth while investing in line with your values
Our specialist investment managers create portfolios that are carefully constructed to match your values with your financial goals.
We consider the risks and opportunities that environmental, social issues present. We also examine the long-term value of the companies we invest in as well as their impact on society and the environment.
Invest by your values
Build a portfolio which provides sustainable investment as a standard, not an add on. You can feel good about where your money goes.
Support positive change
Use your money as a force for good, with investments that help create positive change across business, society and the environment.
Balance values and growth
Rely on expert investment managers with specialist experience to create portfolios which meet your financial and sustainable goals.
Actively managed investments
We think intelligently, act decisively and make ourselves completely accountable for our decisions.
Invest for the long-term
We take well thought out decisions based on experience rather than on what might be popular in the moment.
Established investment teams
Our long established and highly experienced investment teams have the autonomy to follow their own unique process.
Manage your trust
Structured correctly, trusts can transfer assets tax efficiently, ensure seamless family inheritances and support philanthropy too.
Support philanthropy
We can take on many of the potentially complex tasks and actions that come with charitable trusts.
Help with bereavement
Dealing with bereavement is always very difficult and our team can take responsibility for the administration of the Estate.
See our specialist services
Banking
We offer a range of banking services including currency and payment services, fixed interest term deposits, and loans.
