Why choose us

Following extensive due diligence, Castle Investment solutions has approved Rathbone Investment Management to provide a dedicated service and tailored proposition to Vision Financial planning clients. Vision clients benefit from the quality proposition that Rathbones provides across a number of relevant areas.

  • Well established and recognised brand
  • Established 1742
  • FTSE 250 company
  • National coverage with 15 offices including an offshore presence Jersey
  • Dedicated investment team providing local engagement with advisers and their clients
Investment approach
  • Risk targeted approach to portfolio construction still enabling the creation of bespoke solutions
  • Solutions created to map to the outputs of Vision’s client risk profiling
  • Forward looking view of asset allocation ensuring strategies remain relevant for private clients
Adviser Support
  • Access to investment communications and regular market commentaries
  • Local points of contact ensuring advisers can engage with investment managers running their client portfolios
  • Support to local events such as seminars or investment forums
Client Support
  • Quality reporting including portfolio valuations and year end tax packs
  • Online valuation service
  • Access to investment communications including Vision Review
  • Ancillary services available such as portfolio lending
Price (VAT in addition)
  • A fair and competitive pricing model
  • Proactive users of direct securities keeps total account charges low
Competitive advantage
  • Emphasis on targeting risk rather than chasing returns
  • Consistency of outcomes achieved through sophisticated asset allocation modeling software
  • Forward looking approach to asset allocation to generate superior risk adjusted returns
  • Local engagement with advisers through a national network of offices
  • Independently-owned