Trusted partner. For expert advisers.
We’ve been working with advisers for generations, providing expertise, reassurance and long-term partnership. So, when your clients turn to you, you know you can turn to us.
Whether you’re a lawyer, accountant or consultant, we can provide expert advice in the most complex financial matters, and an active partnership in achieving your client’s goals.
We respect the trust you’ve worked hard to build with your clients. Supporting you in helping secure your clients’ financial future is a responsibility we take very seriously. From the outset, we’ll work in a way that is right for you.
We offer you the same levels of care, diligence and accountability that you offer your clients. And even though we support financial needs, across broad requirements, we appreciate that our performance is a reflection on the choice you’ve made. Providing an exceptional level of service, tailored to individual circumstances is how we build trust, and form lasting relationships.
If you’re looking for help in the financial affairs of individuals, families, entrepreneurs, divorcees, resident non-domiciled clients – and more – we can promise you a service that is truly end to end.
HOW CAN WE HELP YOU?
FINANCIAL PLANNING
INVESTMENT AND WEALTH MANAGEMENT
RESPONSIBLE INVESTMENT
TRUST AND TAX SERVICES
SPECIALIST TAX PORTFOLIO SERVICE
Our Clients
PI COP
INVESTMENT APPROACH
We aim to provide an end-to-end service, working with our professional advisers. Having identified a practitioner’s client needs and agreed a broad approach, our investment manager will use their professional expertise to construct a portfolio, carefully chosen to match the client’s objectives and manage it day to day.
OUR TEAM
Henry Robertson
Business development director
Henry Robertson
Business development director
Liverpool
Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.
Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.
Ramsay Wilson
Client development director - Scotland
Ramsay Wilson
Client development director - Scotland
Glasgow
Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.
Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.
Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.
Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.
Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.
Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.
Investment Insights
Behind ESG ratings
Making sense of environmental, social and governance ratings when investing.
1 min
Mind the gap
Fears may be overdone that UK bosses will move to higher-paid jobs across the Atlantic.
8 mins
Review of the week: Goodbye to all that?
UK inflation is below the central bank’s 2% target for the first time in three and a half years. That should clear the way for further cuts to interest rates.
6 mins
The rebirth of industrial policy and what it means for investors
This recording explores whether elections have accelerated the trend for activist policy and what it means for our long-term investment outlook.
1 min