Investing with care. For long-term security.
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Our approach to investment and advice in this area is built on a solid foundation of experience and expertise.
We take time to meet with clients, their families and professional advisers to understand their circumstances, needs and objectives. It’s our belief that only by listening to and truly understanding our clients can we create strategies to help meet their long term plans and requirements.
Our team has over 100 years’ combined experience and over this time we’ve built strong relationships with professionals in this area. If matters need resolving outside the scope of investments, we can bring the expertise of this network to offer additional support. We are trusted to manage over £1 billion of personal injury settlements, making us one of the leading specialist investment managers in the UK.
HOW CAN WE HELP YOU?
There are two distinct elements to our services.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
Our Team
Tom Mann
Head of Portfolio Management
Tom Mann
Head of Portfolio Management
London
I head the portfolio management function at Rathbones. I am responsible for the processes surrounding how we build investment portfolios for our clients. My area of interest involves everything to do with the construction of portfolios for our clients, as well as the effectiveness with which we manage live client portfolios. This means focusing on selecting the right kind of securities, and optimally combining them into portfolios which deliver on our clients' risk and return expectations.
I head the portfolio management function at Rathbones. I am responsible for the processes surrounding how we build investment portfolios for our clients. My area of interest involves everything to do with the construction of portfolios for our clients, as well as the effectiveness with which we manage live client portfolios. This means focusing on selecting the right kind of securities, and optimally combining them into portfolios which deliver on our clients' risk and return expectations.
Zoe Howard
Business Development Manager
Zoe Howard
Business Development Manager
Bristol
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.