How we can help you
Our services are delivered to you by our experienced team of investment professionals. We will discuss your circumstances and investment objectives to develop a portfolio that is right for you. We strongly believe in providing an individual service, backed by a central investment process.
You can also access our specialist responsible investment and charity investment teams.
Investment management at Rathbones
Investment management for people with complex circumstances
Individuals
Professional partners
Financial advisers
Charities
Investment approach
The way we invest is shaped around you. To deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager. Because first-class advice can never come from second-hand conversations.
Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences; we never take investment models off the shelf.
We’re proud to say this way of working has gained us industry-leading levels of client satisfaction and helped us sustain relationships across generations.
