A team that answers to you
Outsourcing investment management frees you from day-to-day involvement in decisions but does not mean losing control.
You have a direct relationship with an investment director and team who are accountable to you. The very low turnover of investment staff at Rathbones helps to build strong relationships between intermediaries and their investment teams. Behind them, you have the whole of our investment operation — economists, strategists, research analysts and more — working for you and your clients too.
Your investment director will travel to you regularly to review client portfolios in person. Some intermediaries use these visits to show clients and prospects who is managing their money. Others prefer to keep our role in the background. We will fit how you like to work.
While your investment director is your first point of contact for investment matters, an advantage of having a whole team to support you is that there is always someone available to help.