Investment services for Financial Advisers

A long-term commitment to your business

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Building on our capabilities to support you

As our business has grown, so has our ability to support yours. From expanding our investment research to enhancing our service proposition and developing new technology, we’re continually investing in what matters most – helping you deliver excellent outcomes for your clients.

You’ll benefit not only from greater scale and capability, but also from the personal support of a team that works alongside you.

A trusted relationship

We’ve worked in partnership with advisers for more than 25 years. Trust and collaboration are at the heart of everything we do.

A range of solutions

Our investment services are designed to support firms of all types and sizes. Whether you want to outsource portfolio management or build your own centralised investment or retirement propositions, we’ll help you deliver the right service for your clients.

Dedicated adviser support

You’ll have access to a specialist team that understands your world. We’re here to answer your questions, provide insight and make things simpler – so you can spend more time with clients and focus on growing your business.

Our discretionary fund management services

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Bespoke Investment Management

For clients with complex needs and higher expectations
Find out more
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Managed Investment Service

A straightforward way to access our investment expertise
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Personal Injury and Court of Protection

We help clients who have received personal injury compensation to invest their money well
Find out more

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.