You want your money to be there when you need it, but you want to see it work for you as well. Our investment managers can build a portfolio that’s tailored to you. Supported by our extensive team of analysts, our managers aim to deliver consistent performance with a focus on avoiding large losses, rather than trying to make outsized gains. They want to ensure you have the money you need to live the life you want today, not just in the future.
Investing always comes with the risk of loss, but having an experienced and qualified partner to guide you can prevent you from making decisions in times of stress that you come to regret. They can also help you avoid common pitfalls by ensuring your investments are spread across different types of assets (like stocks and bonds), by regularly monitoring the quality of your investments, and by making adjustments as needed. They also efficiently manage the taxes that stem from your investments.
In short, we take care of your investments and the burdens they can create, allowing you to enjoy your life today. Ask us for a call back or to book a free initial consultation today and see how we can help you grow, preserve and pass on your wealth.
See how investment management could pay dividends for you
We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.
Personalised Investment Management
We offer a range of options, from our ready-made Managed global portfolios to highly personalised Bespoke investment strategies that are tailored to you. Our more extensive Rathbones Private Office caters for ultra-high net worth clients (typically investing more than £5 million).
If you want to invest sustainably, our specialist Greenbank team can help you build a portfolio which aims to generate the financial returns you need.
your guide
We think life works better when you build a direct relationship with the person who’s managing your money. That way, nothing is lost in translation. Your investment manager gets to know you, so you have the reassurance of knowing that your investments are managed with your unique circumstances in mind.
expert research
Investing with us gives you access to one of the largest investment management firms in the UK. Our expertise and extensive team of research analysts support our investment managers with expert analysis of global economic trends, individual companies, investment funds and other investments. This opens up your portfolio to a wide range of carefully selected investment options.
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Retirement Planning
