Discretionary investment management services to U.S. residents

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Rathbones Investment Management provides discretionary investment management services to U.S. residents as we are a registered Investment Adviser firm, with the Securities and Exchange Commission (U.S Regulator). However, our permissions do not permit us to provide wider services to U.S. residents i.e. non-discretionary, advisory or execution-only services.

Due to U.S. federal and state regulations, access to the information on this website is limited.

This site and the services mentioned are not intended to promote or offer: gg
•    Rathbones products or services
•    Fund securities or investments

To proceed, please complete the form below to provide the required additional information.
 

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I am neither a “qualified institutional buyer” nor a “qualified purchaser.”
I am not a “major U.S. institutional investor” or a “U.S. institutional investor” as defined in Rule 15a-6 under the U.S. Securities Exchange Act of 1934, as amended.
I am a “U.S. taxpayer” for purposes of the U.S. Internal Revenue Code of 1986, as amended.
I am a “tax-exempt” person for purposes of the U.S. Internal Revenue Code of 1986, as amended.