We manage your investments with a clear goal: generate alpha (outperform the market for retail clients) consistently over time.
Our long-term performance track record as an active, high conviction manager is built on a culture of empowerment, independent thinking, and institutional discipline.
Empowered to perform
Autonomy drives accountability. And accountability drives performance. We passionately foster a culture of empowerment, integrity, and mutual respect where ideas are challenged, and decisions are driven by results, not ego. This creates an environment of stability and a clear focus on long-term stewardship of client assets.
Independent thinking
A boutique mindset enhances agility. Your investments are managed by entrepreneurial teams who approach markets with genuine independence. As an investor in our funds, you benefit from the agility of a boutique firm combined with the robust support of a well-established institution.
Institutional discipline
Oversight safeguards quality. The freedom which empowers our teams is matched with equal rigour and decisive action is underpinned by robust risk management and extensive research capabilities. With the backing of the Rathbones Group, we stay true to what matters, prioritising sustainable growth over short‑term gains.
The result is a model where empowerment, independent thinking, and institutional discipline work in harmony to pursue lasting performance for our clients.
At the heart of our business lies a long-established team, empowered and accountable but above all, passionate about delivering investment success for our clients
Rathbones Asset Management
Engagement Policy
As an active fund manager, engagement is core to the way we run money for our clients. We recognise that we have a responsibility and a fiduciary duty to our clients to help address and minimise the environmental, social and governance (ESG) risks, which may affect the financial returns of our clients’ assets. We are long-term and active holders of capital so, if necessary, we aim to have a long-term dialogue with companies in order to understand the ESG risks at hand and decide how that factors into investment analysis and portfolio construction.
