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Becoming a Client

Becoming a Client


Welcome to Rathbones

Becoming a client is straightforward and the initial step is to speak directly with one of our investment managers.

To ensure we can allocate your enquiry correctly, please complete the short form and an investment manager will be in-touch shortly.

If you are a financial adviser, please contact James Goward on 020 7399 0100 or email Alternatively, if you are looking for more information about our investment services for charities, contact Francesca Monti on 020 7399 0199 or email

Rathbones - Established 1742

Welcome to Rathbones

From £100,000 to £100 million.
Whatever the size of your portfolio, we have the flexibility to manage it according to your requirements.

We can offer you personalised portfolio management aimed at meeting your specific investment requirements. We do not believe in pushing people towards model portfolios and understand that you want easy, face-to-face access to the person managing your investments. This approach is increasingly rare, but we believe it is the only way to give you confidence and peace of mind.

Becoming a client is straightforward

If you are interested in becoming a client, please fill out our simple enquiry form and one of our investment managers will be in-touch to discuss your personal requirements and develop an understanding of your attitude to risk, tax position and income needs. Alternatively, you can call us directly on 020 7399 0088 or visit our website.