Rathbones is a FTSE 250 company and its heritage can be traced back to 1742.
Following the combination with Investec Wealth & Investment (UK) in 2023, Rathbones holds client assets in excess of £100bn, making us the largest discretionary manager in the UK. Rathbones has over 600 Investment professionals set across a network of 23 offices across the UK.
Rathbones is delighted to offer clients our distinctive LED investment approach to asset allocation and risk management.
More Convenience
You can access up to date valuations and cash statements around the clock 365 days a year using MyRathbones.
If you are not signed up for this service, please contact your financial adviser for further information.
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Our distinctive LED approach to asset allocation and risk management
Some investment managers may take a single view of investments and portfolio management, focused solely around growth. We’ve changed that conversation.
Our LED investment framework focuses on liquidity, equity type risk and diversifiers and follows a core philosophy that portfolio diversification should be built around managing real risk. The six risk-rated strategies of LED are the foundations of this investment approach.
It’s an approach that allows us to give every partner and their clients — irrespective of the size of their investment — a consistent approach to how we think about portfolio assets. The result is value across the entire investment journey, and risk that is managed in a pragmatic and controlled way.
Our product and service range- an led solution for every client
Funds
The Rathbone Multi-Asset Portfolios that underpin this service, are designed to deliver attractive risk-adjusted returns via a pragmatic and straight-forward investment process that provides investors with a resilient and genuinely diversified fund. You select the one that is the best fit for your client and access these funds directly or via a wide choice of external platforms.
Rathbones Asset Management Literature Library
Select
Rathbones have carefully selected a risk-rated range of straight-forward, ready-made and globally diversified investment strategies, from which you can select the one that is the best fit for your client. Rathbones also take care of all the investment administration, with a support team on hand to personally support you and your client with any administrative queries.
Find out more about Select – for advised clients
Select for advised clients Core Strategies
Select - for advised clients Greenbank strategies
Managed
Rathbones have carefully selected a risk-rated range of ready-made and globally diversified portfolios available under our Managed service, with a dedicated Rathbones investment manager to precisely manage the tax and cash flow around the client’s investments. The investment manager is personally on hand for you and your client when you need them, and all the investment administration is managed on your behalf.
Find out more about Managed – for advised clients
Bespoke
A dedicated Rathbones investment manager carefully constructs and manages a bespoke portfolio that is specifically tailored to your client as required. The investment manager provides a personal and bespoke service to you and your client, and Rathbones also take care of all the investment administration.
Responsible investment
AS A WEALTH MANAGER, WE ARE RESPONSIBLE FOR INVESTING ON OUR CLIENTS’ BEHALF TO HELP THEM TRY TO ACHIEVE THEIR LONG-TERM GOALS. WE ALSO RECOGNISE THAT THE ENVIRONMENT, SOCIETY AND FINANCIAL STABILITY ARE INTERTWINED.
With this in mind, we believe it’s in the best interests of our clients that the companies and securities we invest in adopt best practice in managing those environmental, social and governance (ESG) risks that present a risk to the long-term interests of shareholders.
By addressing ESG issues, a responsible investment approach not only serves to protect the planet and people. It also preserves wealth and generates returns via enhanced risk management and the identification of promising investment opportunities. With responsible investment, building a sustainable future and creating value go hand in hand.
Our latest Responsible Investment report explains our thinking, approach and actions.
Find out more about ethical, sustainable and impact investment offered by our Greenbank team.
Individual portfolio construction to reflect their values utilising the extensive experience of our in-house team and Greenbank which is our specialist ethical, sustainable and impact investment team formed in 1997.
Insights
Planning around the budget
Olly Cheng, financial planning director at Rathbones Financial Planning and Rob Pullen, tax partner at RSM discuss how the changes to reliefs, allowances and tax rates might be mitigated considering different client scenarios.
1 min
Don't be a financial procrastinator
Reset your finances, set goals and take control of your plans.
6 mins
After 2024’s outsized returns, optimistic realism for 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of some key lessons from 2024 and discusses our outlook for 2025
1 min
Review of the week: 'Tis the season for a rate cut
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?
4 mins