INVESTMENT MANAGEMENT FOR INDIVIDUALS
Managed
Based on a careful assessment of your needs and objectives, your dedicated Rathbones investment manager aims to ensure you invest in the ready-made and globally diversified portfolio that’s suitable for you, and manages the tax and cash flow around your investments.
Your investment manager is personally on hand for you when you need them, and all the investment administration is managed on your behalf.
Bespoke
Bespoke investment strategy and portfolio built and managed for you by a dedicated Rathbones investment manager. We listen carefully to understand your priorities and aspirations to construct an investment strategy that is individual to you and aligns to your investment goals and risk profile.
It is a personal service where you will have direct access to your investment manager. We also take care of all the investment administration.