Professional partners

We promise you and your clients a holistic service, even for complex circumstances. 

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How can we help you and your clients

We can provide expert advice in the most complex financial matters, and an active partnership in achieving your client’s goals. We respect the trust you’ve worked hard to build with your clients. Supporting you in helping secure your clients’ financial future is a responsibility we take very seriously. From the outset, we’ll work in a way that is right for you.


We offer you the same levels of care, diligence and accountability that you offer your clients. And even though we support financial needs, across broad requirements, we appreciate that our performance is a reflection on the choice you’ve made. Providing an exceptional level of service, tailored to individual circumstances is how we build trust, and form lasting relationships.


If you’re looking for help in the financial affairs of individuals, families, entrepreneurs, divorcees, resident non-domiciled clients – and more – we can offer you a service that is truly end to end.

Investment management

You'll have access to our experienced investment managers  who draw on Rathbones' in-house fund research team. 

We will build the portfolio around your client's individual objectives, return targets and risk appetite. We'll also take into account any ESG (Environmental, Social and Governance) preferences to ensure the portfolio aligns with their values.

Responsible investment

We offer individually tailored portfolios that reflects your client's values. We use the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997. 

Learn about our approach

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