How we support financial advisers
GROW YOUR BUSINESS
You want to grow your business. We can help. With the range of investment services we offer, you can meet the needs of your existing client base and target new areas of your market as well.
Alongside funds* in multiple currencies and unitised portfolios, we can provide individual portfolios for clients. Our private office service is available to wealthy clients with especially complex requirements. Access to ethical investments adds to the options you can present to clients.
Enhancing your proposition can accelerate business growth. The Rathbones name, and the quality that it stands for, can help you take your business into new territory.
* Funds managed by Rathbone Unit Trust Management.
WE GO THE DISTANCE
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.
We integrate seamlessly with your business, from front to back. Our team includes a marketing specialist who will help you incorporate the services you want us to provide into your proposition to clients.
Clear service standards let you know what to expect from us. Needs often change over time, so we will have regular reviews to make sure you are getting what you want from us, year after year.
SUPPORTING YOUR DUE DILIGENCE
Working with a trusted investment management partner gives you more time to focus on your clients and your business.
Many intermediaries tell us that managing compliance obligations is taking up more and more hours in the day. They also say that the new regulatory requirements, combined with the time and resources required, make it less worthwhile to manage clients’ money themselves.
Outsourcing investment management provides a solution. You can mitigate the risks to your business and concentrate on advising your clients in the knowledge that their portfolios are receiving undivided attention from investment experts.
We understand that you need to be certain your clients and your reputation are in safe hands.
Our due diligence process is supportive of your own processes. We can provide independently verified data that gives you a true picture of our investment performance.
A TEAM THAT ANSWERS TO YOU
Outsourcing investment management frees you from day-to-day involvement in decisions but does not mean losing control.
You have a direct relationship with an investment director and team who are accountable to you. The very low turnover of investment staff at Rathbones helps to build strong relationships between intermediaries and their investment teams. Behind them, you have the whole of our investment operation — economists, strategists, research analysts and more — working for you and your clients too.
Your investment director will travel to you regularly to review client portfolios in person. Some intermediaries use these visits to show clients and prospects who is managing their money. Others prefer to keep our role in the background. We will fit how you like to work.
While your investment director is your first point of contact for investment matters, an advantage of having a whole team to support you is that there is always someone available to help.
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.