We look at why artificial intelligence is boosting stock markets – and ponder who the eventual winners might be. We also consider current political risks on both sides of the Atlantic.
Welcome
Rathbones is a leading wealth management company listed on the FTSE 250 and with a heritage tracing back to 1742.
Following the combination with Investec Wealth & Investment (UK) in 2023, Rathbones holds client assets in excess of £100bn, making us the largest discretionary manager in the UK. Rathbones has over 600 Investment professionals set across a network of 21 offices across the UK.
We are delighted to offer you and your clients our distinctive LED investment approach to asset allocation and risk management.
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Our distinctive LED approach to asset allocation and risk management
Some investment managers may take a single view of investments and portfolio management, focused solely around growth. We’ve changed that conversation.
Our LED investment framework focuses on liquidity, equity type risk and diversifiers and follows a core philosophy that portfolio diversification should be built around managing real risk. The six risk-rated strategies of LED are the foundations of this investment approach.
It’s an approach that allows us to give every partner and their clients — irrespective of the size of their investment — a consistent approach to how we think about portfolio assets. The result is value across the entire investment journey, and risk that is managed in a pragmatic and controlled way.
Our product and service range – a LED solution for every client
Funds
The Rathbone Multi-Asset Portfolios that underpin this service, are designed to deliver attractive risk-adjusted returns via a pragmatic and straight-forward investment process that provides investors with a resilient and genuinely diversified fund. You select the one that is the best fit for your client and access these funds directly or via a wide choice of external platforms.
Managed
Rathbones have carefully selected a risk-rated range of ready-made and globally diversified portfolios available under our Managed service, with a dedicated Rathbones investment manager to precisely manage the tax and cash flow around the client’s investments. The investment manager is personally on hand for you and your client when you need them, and all the investment administration is managed on your behalf.
Bespoke
A dedicated Rathbones investment manager carefully constructs and manages a bespoke portfolio that is specifically tailored to your client as required. The investment manager provides a personal and bespoke service to you and your client, and Rathbones also take care of all the investment administration.
Responsible investment
As a wealth manager, we are responsible for investing on our clients’ behalf to help them try to achieve their long-term goals. We also recognise that the environment, society and financial stability are intertwined.
With this in mind, we believe it’s in the best interests of our clients that the companies and securities we invest in adopt best practice in managing those environmental, social and governance (ESG) risks that present a risk to the long-term interests of shareholders.
By addressing ESG issues, a responsible investment approach not only serves to protect the planet and people. It also preserves wealth and generates returns via enhanced risk management and the identification of promising investment opportunities. With responsible investment, building a sustainable future and creating value go hand in hand.
Latest insights
1 min
2 October 2025
From Jojo Maman Bébé to Wonderful Escapes - Inspired Sounds Episode 16
We were delighted to be joined by Laura Tenison MBE, founder of the iconic children's and maternity wear brand, Jojo Maman Bébé. Laura takes us behind the scenes of building one of the UK’s most successful independent mother and baby brands, sharing the triumphs, challenges, and the pivotal moments that shaped her journey.
During this candid conversation with our Investment Director, Rebecca Tunstall, Laura opens up about the difficult decision to step away from the business and how her need to simply learn to breathe again inspired her next venture, Wonderful Escapes.
Important information
Vision Investment Portal is a trading style of Castle Investment Solutions Ltd which is registered in England & Wales. Registration no. 7370865 Registered office: Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Copyright © 2015 Castle Investment Solutions Ltd.
Castle Investment Solutions Ltd is 100% owned by Vision Independent Financial Planning Ltd who themselves are a wholly owned subsidiary of Rathbones Group Plc.
Castle Investment Solutions Ltd is not regulated by the Financial Conduct Authority (FCA).