Performance and reporting

When you ask us to invest your money, effective communication is important and we provide you with timely information. We believe in clear and straightforward reporting through regular portfolio valuations, which provide the information you want. You can ask us to email or post to you an up-to-date valuation at any time, and you can access your portfolio 24 hours a day through our secure online portal.

We have invested in our ability to monitor how your investments perform. Sophisticated, market-leading software enables us to provide you with comprehensive performance data and portfolio information.

Our systems also enable investment managers to manage tax issues that may arise in your portfolio and prepare the information needed for annual tax returns.

We provide other information through various publications in print and online. These include Investment Insights, which covers the main themes affecting today’s global economy and financial markets, and Rathbones Review, which explores broader issues relating to creating and growing wealth.

Robust performance oversight

We want you to feel comfortable and secure knowing that we are managing your wealth according to the mandate you have given us. Our internal procedures and risk management systems make sure this happens.

While our investment managers enjoy flexibility and discretion to deliver our service to you, it is important to have a formal oversight framework to support the investment process. Our investment executive committee is responsible for establishing and overseeing this framework. 

This committee monitors the committees covering strategic asset allocation, stock selection, fixed income, collectives and corporate governance. It ensures we are managing all portfolios to the same high standards while being able to adapt to changing regulatory requirements and market conditions. It promotes best practice and oversees all aspects of the process from portfolio construction and investment selection to implementation.

This framework, supported by risk management systems, due diligence procedures and regular reviews, ensures your portfolio remains in line with your investment objectives.