Dedicated financial advice, investment and wealth management services for PwC Partners
We look after almost 200 current and retired PWC Partners and have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team.
We have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers. We have access to AIR (Automatic Investment Reporting) which removes the need for post trade-updates on CHECKPOINT within your portfolio with only one ‘Rathbones’ entry required and furthermore, within these agreements, your investments will always be fully compliant with independence requirements to provide you with the assurance of investing safely without concern of breaching any rules.
We also have FS and non-FS versions of our WALLED GARDEN, providing access to risk rated bespoke portfolios with access to all of the investments listed above.
We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team, and have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. These investments include direct equity and bond investment as well as unit trusts, investment trusts and trackers.
The Whitelist should remove the need for KICS updates within your portfolio with only one ‘Rathbones’ entry required and furthermore, within these agreements, your investments will always be fully compliant with independence requirements to provide you with the assurance of investing safely without concern of breaching any rules.
Our services
Rathbones Financial Planning provides bespoke financial planning for our clients, helping to put your wealth into the context of your long-term objectives. We offer first-class advisory capability, strong personal relationships and an emphasis on transparency of process and pricing.
We are able to draw on Rathbones Investment Management’s extensive experience and expertise in managing your money, to ensure your future is planned for and protected. For wider wealth planning needs, we can draw from our in-house tax, trust and banking teams. Ethical investment services have been available through Greenbank Investments for over 20 years. Our fund division, Rathbone Asset Management, provide individual and multi-asset fund products.
Meet our team
About Rathbones
Rathbones Group Plc is a FTSE 250 company listed on the London Stock Exchange. We are one of the UK’s leading providers of high-quality, personalised investment and wealth management services for private clients, professional partners, charities and trustees.
For generations, Rathbones has been entrusted to manage and preserve our clients’ wealth. We are committed to delivering long-term value for our stakeholders whilst considering any impacts our activities may have on society, people and the environment.
The pillars of our programme - responsible investment, our people, society and communities, and our environmental impact - position us to influence the trends we face as an investor and as an active member of the societies and communities in which we operate.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.
Our ambition is to be recognised as the UK's most responsible wealth manager.
Contact us
We have your firm’s internal arrangements in place to work alongside your Partner Independence team and Partnership Tax team. We have developed a PwC Whitelist of pre-approved and centrally monitored investments available to all PwC partners and directors. Please fill out the form below to get in contact with our team.
