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
Review of the week: UK growth deflated
The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
5 mins
Review of the week: A tale of two markets
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
6 mins
Trump 2.0: the return of ‘America first’
Former President Donald Trump has retaken the White House on a policy of widespread tax cuts, reduced immigration and lessened regulation. Bond investors aren’t happy, but shareholders are.
10 mins
What comes next? Navigating the challenges and opportunities
Receiving an inheritance can be both an opportunity and a challenge, often coming at a time of emotional sensitivity. It’s important to approach the situation thoughtfully, making decisions that align with your financial goals and considering their long-term impact. Here are some practical steps to help you manage your inheritance wisely.
4 mins
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