Private Office
Private Office wealth management for family wealth
Our Private Office helps you invest your wealth well – so that you, your family and the generations that follow can continue to live well. We bring together investment management, financial planning and specialist support, shaped around the full complexity of your life.
Who is Private Office for?
Support shaped around your next chapter
As wealth grows, so does the responsibility that comes with it. Our Private Office is designed for those with £5m or more to invest, where specialist expertise, careful coordination and a long-term view are needed – not just to protect what you have built, but to ensure it continues to work well for your family, long into the future.
Entrepreneurs and business owners
Families with intergenerational wealth
International and US-connected clients
Senior executives and professional partners
Why it matters
When decisions become more complex
For family, for business and for future generations. At this level, decisions are rarely about one portfolio alone. They are about how assets are held, risk is managed, liquidity is preserved and plans adapt as life changes. Rathbones Private Office helps you make those decisions with a clear view of the whole picture.
Planning for taxation and inflation
Taxation and inflation can erode wealth over time. We help you consider structure, income, liquidity and investment management as part of a wider plan, so that what you have built today retains its power to support your family tomorrow.
Protecting wealth over generations
Long-term wealth needs care, discipline and regular review. We help you balance today's needs with family priorities, philanthropy and legacy, so that the people and values that matter most to you can continue to live well, long into the future.
Strategic Wealth Advisory
One relationship. One coordinated view.
Strategic Wealth Advisory is our approach to bringing your financial affairs together. It connects financial planning, investment management and wider specialist expertise through one senior relationship – helping you structure your wealth and make informed decisions for the long term.
Financial planning
A clear financial blueprint shaped around income, retirement, protection, gifting, education funding and later-life priorities.
Investment management
Portfolios designed around your objectives, risk appetite, time horizon, income needs and wider structures.
Wealth structuring
Guidance across trusts, pensions, offshore arrangements and family investment structures – always shaped around what is appropriate for you.
Succession planning
Support for wealth transfer, governance, beneficiaries, gifting and preparing the next generation.
Tax and legal coordination
We work alongside your existing tax and legal advisers – or if preferred, draw on our in-house specialists – so planning, structuring and investment decisions are coordinated.
Trust advisory
Coordinated support for trustees, family objectives and investment management where trusts form part of the wider structure.
Philanthropy and legacy
Support for lifetime giving, charitable structures and long-term legacy planning.
Banking, saving and lending
Access to banking, saving and lending services through Rathbones Group and our strategic banking partner Investec, subject to status and eligibility.
Offshore services
Offshore investment and wealth structuring solutions, aligned to your wider financial strategy.
We definitely made the right choice going with you. The collaborative way your specialists come together for our benefit is incredibly reassuring.
Meet the team
Specialists who stay close to your circumstances
Michelle White
Head Of Private Office
Simon Bashorun
Head of Private Office Advice
Akhil Kapur
Senior Financial Planning Director
Camilla Klemme
Senior Investment Director
Recognition
Award-winning expertise, recognised by the industry
We're proud that our work for clients – and the expertise of our people – continues to be recognised across the industry. These accolades reflect our commitment to delivering exceptional wealth management and the depth of knowledge within our team.
Wealth Manager of the Year
Winner: Rathbones
City AM Awards
2026
50 Most Influential
Listed: Michelle White
PAM
2026
Best Industry Commentator
Winner: Jane Sydenham
COLWMA
2026
Our approach
A relationship that begins with understanding
We start by listening carefully. Before structures, portfolios or planning recommendations, we seek to understand the people, responsibilities and priorities behind your wealth – because investing well, for your family and the generations ahead, begins with understanding what truly matters to you.
1. We get to know you
Fill out the form to book an introductory call so we can match you with the right adviser – at no cost to you.
2. We build your plan
Your adviser works with you to create a personalised investment approach based on your goals and situation.
3. We manage it for you
Your adviser actively manages your investments, adjusting your plan as the markets and your priorities change.
4. We support you over time
You have always-on support from your dedicated adviser and 24/7 access to your investments’ performance.
Private Office insights
Thinking for significant wealth
8 minutes
International retirement planning: making your wealth work across borders
International retirement planning isn’t just about where you choose to live. It’s about how your wealth, tax position, and legal structures interact to support your lifestyle today – and avoid unexpected complications across different countries in the future.
5 minutes
Pension optimisation for Big 4 partners
Why retirement planning is about more than the pension pot.
This article explores how we can help Big 4 partners approach retirement planning in a joined-up way, looking beyond pensions to income, tax, investment restrictions and long-term financial resilience.
It is written for current or soon-to-retire Big 4 partners who want greater clarity on how to structure their wealth and plan their next stage with confidence.
52 mins
Dr Daniel Hulme: AI and the entrepreneur - Inspired Sounds Episode 19
Serial entrepreneur and globally recognised AI expert, Dr Daniel Hulme, joins us for our latest Inspired Sounds episode to share insights from a 27-year journey at the forefront of artificial intelligence. In conversation with Chris Noble, Financial Planning Director, Daniel reflects on growing Satalia from the initial idea to its acquisition by global marketing powerhouse WPP in 2021.
Daniel highlights that earning client confidence in the early days isn’t always about scale. It’s about thinking creatively, leaning on your network, and seizing opportunities.
Tune in to hear from one of the world’s leading voices in AI.
Frequently asked questions
Questions you may have about Private Office
Let’s talk
Ready to start a conversation?
Please complete our enquiry form and the team will be in touch for a confidential conversation about how we can help you shape your next chapter.