Looking for someone to create an investment portfolio for your clients?
How can we help
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.
Investment management and financial planning
There are 2 distinct elecments to our services: investment management and financial planning.
To meet the individual requirements of our clients, we use the whole of the market to find the most appropriate investments to meet their objectives. We use cash flow modelling (not regulated by the FCA/PRA) to help deputies and trustees set budgets to help meet ongoing needs. We ensure sufficient liquidity is retained for known capital expenditure and to act as a contingency fund.
Awards are managed by the team who understand the nuances of personal injury investment and the responsibilities of deputies and trustees. Our investment managers are supported by our central investment process and guidance from our in-house investment committees.
We always consider different risk profiles to meet needs over our clients’ lifetimes. In our experience, deputies and trustees want to take no more risk than is necessary to meet a client’s objectives. Where a client has received an award of damages, the preservation of capital is a key objective along with the preservation of the purchasing power of the funds. Alongside our core personal injury investment approaches, the team can offer risk adjusted strategies with a passive or environmental, social and governance (ESG) bias.
Consistency of investment performance is important, particularly for professional deputies with multiple clients. Rathbones’ performance team monitor and report on all discrete portfolios in accordance with Global Investment Performance Standards (GIPS®), the highest level of performance reporting available.
Learn more about our services
Greenbank sustainable investing
Looking for investments that align with your clients’ values? See our sustainable investment options.
Asset management
Are your clients looking to invest in a fund? See our full range.
Our team

Adam Lowe
Investment Manager

Amy Kirby
Investment Director

Bradley Wright
Financial planner

Chris Gardner
Investment Director – Head of Personal Injury & Court of Protection team

Harpal Sra
Investment director

Ian Davies
Assistant Investment Manager

Kat Harrington-Milne
Investment director

Neil Hardman
Investment director

Nik Mir
Investment director

Paul Sayers
Financial planning director

Stuart Martin
Investment director

Stuart Milne
Investment Director