Looking for someone to create an investment portfolio for your clients?
How can we help you
In Rathbones, our clients find a trusted partner that can help guide their long-term wealth plans with reassurance, through all life stages, generation after generation. We offer you a total wealth solution, from planning to investing — our approach focuses on your wealth in its entirety.
For us every client relationship starts with trust and every investment starts with a client story. We listen to understand your priorities and aspirations to create a wealth plan and investment strategy that’s as individual as you are. You and your family can determine your level of involvement in defining your investment strategy and management — whether you prefer a dedicated Rathbones investment professional to manage the portfolio on your behalf or keep direct control of your investment decisions.
Investing, growing and preserving your wealth
If you are looking for help growing your investments, our services could be right for you:
Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least £250,000 to invest.
Bespoke
A bespoke investment strategy and portfolio built and managed for you by a dedicated Rathbones investment manager. This service is typically for clients with at least £500,000 to invest.
Global perspective. Individuals focus.
The way we invest is shaped around you. To help deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager.
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Learn more about our services
Greenbank sustainable investing
Looking for investments that align with your clients’ values? See our sustainable investment options.
Asset management
Are your clients looking to invest in a fund? See our full range.
Investment Insights
1 min
6 May 2025
Episode 14: Paws and provisions
Tune in to the latest episode of the Inspired Sounds podcast, where Rebecca Tunstall, investment manager at Rathbones sits down with Guy Blaskey, founder of Pooch & Mutt. Pooch & Mutt have created an enhanced series of natural meals, treats and supplements that are healthy and tasty to keep our furry friends happy! Guy explains how he harnessed his brand knowledge and expertise to bring Pooch & Mutt to market and why he advocates for any budding entrepreneurs to just get started!
Howard shares the story behind building a luxury gin brand with a mission to become the world's #1. Discover how passion, integrity, and an unwavering commitment to quality drive his entrepreneurial success.
1 min
30 April 2025
Investment Insights webinar - Q2 2025
Join Edward Smith, Co-Chief Investment Officer, and other Rathbones’ experts as they dive into the key themes shaping the investment landscape in 2025—from tariff shifts to global trade dynamics—and what it could mean for your portfolio. Don’t miss these expert insights—watch the full recording now.
