Rathbones for international financial advisers

RATHBONES FOR INTERNATIONAL FINANCIAL ADVISERS

We are one of the UK’s leading providers of investment management services for international financial advisers and intermediaries. We maintain close relationships with providers of overseas pension schemes and offshore insurance bonds.

Your clients want to be sure that their money is in safe hands. Knowing that it is being looked after by a UK company that has been in business for more than 280 years gives them confidence.

Our continued success is built on the stability provided by forward thinking, sensible, long-term management and lasting relationships.

We move with the times by blending new ideas and the latest technology with our long-standing investment experience.

Please contact Greg Mullins on +44 (0)20 7399 0059 or email greg.mullins@rathbones.com to find out more about our services for international advisers and start a conversation.

HOW WE SUPPORT FINANCIAL ADVISERS

We have been building successful long-term partnerships with intermediaries for years. No two relationships are the same, but they all begin in the same way. Our dedicated business development team will work with you to understand how we can best support you, your business and your clients — and that applies to the whole of your book, not just your best clients.

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INVESTMENT MANAGEMENT FOR FINANCIAL ADVISERS

Our ability to provide suitable solutions for different levels of investment comes from our central investment process.

This strong yet flexible framework produces a set of core strategies with matching asset allocations, which our investment teams adapt to reflect the specific requirements of clients. This means that all portfolios, collective and individual, are constructed and managed in exactly the same way and to the same high standards.

To balance potential for growth with wealth protection, we use a multi-asset approach that emphasises diversification. This approach is designed to produce consistent risk-adjusted returns over the long-term, without surprises.

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FEES FOR FINANCIAL ADVISERS

ONLINE SERVICES

Providing reporting that is simple, transparent and easy to access reflects our commitment to building a relationship that works for you. We place equal importance on keeping client data safe, through confidentiality and information security.

You won’t have to pick up the phone every time a client wants an update on their portfolio. Your investment team will provide you with regular progress reports and you can get current valuations instantly through our online service. You can also analyse portfolios and compare present and prior years. Everything you need is in one place.

Our online services are dedicated to providing you with daily online access to your portfolios. If you are not signed up for this service and do not have a username and password, please contact your investment manager.

Once you have your registration details, visit MyRathbones.com to log in. If you are already signed up for this service and need assistance logging in, please contact our Online Helpdesk on
0800 151 3355 (UK) or +44 (0) 800 151 3355 (International). Alternatively, you can email us onlinehelp@rathbones.com.

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