Investment Management
Invested for you. Guided by us.
Rathbones aims to build wealth for individuals, families and institutions. Not just wealth, but enduring value. We offer extensive active investment management capabilities built around you, your future goals and your values, and available across markets and asset classes.
Investment management at Rathbones
We have been trusted for generations to guide clients through their individual investment story and the world of investment management. Today we serve clients who have a wide range of investment needs, preferences and risk tolerances. Return, risk and responsibility are the three facets we consider in every investment decision.
We have forged a community of independent-thinking professionals to become a trusted investment partner for individuals, families, charities, trustees and professional partners.
Whether it’s individual wealth, a family estate or institutional clients with a global presence, we apply the same levels of intelligence, diligence and care. You will have access to solutions from across Rathbones with a range of services available to fit your investment situation as it evolves over time.
Investment management for
INDIVIDUALS
intermediaries
INVESTMENT APPROACH
The way we invest is shaped around you. To deliver to your long-term objectives, we insist on a direct relationship with your dedicated investment manager. Because first-class advice can never come from second-hand conversations.
Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences; we never take investment models off the shelf.
We’re proud to say this way of working has gained us industry-leading levels of client satisfaction and helped us sustain relationships across generations.
USEFUL LINKS
FEES
INSIGHTS
Planning around the budget
Olly Cheng, financial planning director at Rathbones Financial Planning and Rob Pullen, tax partner at RSM discuss how the changes to reliefs, allowances and tax rates might be mitigated considering different client scenarios.
1 min
Don't be a financial procrastinator
Reset your finances, set goals and take control of your plans.
6 mins
After 2024’s outsized returns, optimistic realism for 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of some key lessons from 2024 and discusses our outlook for 2025
1 min
Review of the week: 'Tis the season for a rate cut
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?
4 mins
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