Why Buy?

  • A growing business built on continuity and motivation
  • A comprehensive fund range driven by client needs not marketing desire
  • Strength of the investment process - flexibility and repeatability

 

A growing business built on continuity and motivation

We believe that growing our assets should never mean losing sight of our basic strengths. We have consistently employed graduates of the highest calibre, introducing them at the earliest possible opportunity to direct company contact and promoting from within.We favour a policy of training them alongside experienced fund managers; this delivers continuity and motivation whichleads to the longevity that delivers consistency of returns.

A comprehensive fund range driven by client needs not marketing desire

We have a strong range of long-only equity and bond funds which cover the UK market cap scale and overseas but can also cater for the client looking for help with asset allocation decisions across a range of assets. In developing our products we consider what the client wants and marry that with our own capabilities and strengths, whether this is for example, to deliver a consistent and growing income or perhaps to provide capital growth within a risk tolerance.

Strength of the investment process - flexibility and repeatability

Pragmatism is key to our approach, whether investing in stocks or bonds for our long-only funds or investing in products and other types of investment for our multi-asset portfolios. We tailor our style to the needs of the specific fund. However, with this, we dovetail our views on the prevailing economic and market background, paying attention to risk within the funds rather than adhere slavishly to the particular style. In this way we can respond when necessary to major changes in the world around us. Our processes are strict and our due diligence is thorough, coming as it does from afirm with its roots firmly planted in wealth creation, preservation and management.

For information about how investment portfolio services provided by Rathbones (services for those clients with at least £25,000 to invest), please visit Rathbone’s website.

 

KS/12/04/2018/ https://www.rutm.com/pa/literature/why-buy.aspx