Focus on you And your individual goals.
Individuals and families come to Rathbones for the care, diligence and intelligence they receive from their dedicated wealth management team. Begin your own investment story with Rathbones.
In Rathbones, our clients find a trusted partner that can help guide their long-term wealth plans with reassurance, through all life stages, generation after generation. We offer you a total wealth solution, from planning to investing — our approach focuses on your wealth in its entirety.
For us every client relationship starts with trust and every investment starts with a client story. We listen to understand your priorities and aspirations to create a wealth plan and investment strategy that’s as individual as you are. You and your family can determine your level of involvement in defining your investment strategy and management — whether you prefer a dedicated Rathbones investment professional to manage the portfolio on your behalf or keep direct control of your investment decisions.
HOW CAN WE HELP YOU?
We have a wide range of solutions available to achieve your individual goals, current and as they evolve over time.
Read more about our Financial planning and investment services
PLANNING AND STRUCTURING YOUR WEALTH
INVESTING, GROWING AND PRESERVING YOUR WEALTH
INTERNATIONAL WEALTH MANAGEMENT
INVESTMENT APPROACH
Global perspective. Individual focus.
The way we invest is shaped around you. To help deliver to your long-term objectives*, we insist on a direct relationship with your dedicated investment manager.
We build our investments around a structure that combines clear guidance with genuine flexibility. It allows us to anticipate future needs and respond in the moment to both opportunities and challenges.
*The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Useful Links
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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