Why partner with us?

We want to help you grow your business. With our extensive range of investment services, we can help you meet the needs of your existing clients as well as identify new opportunities within the market.

Alongside funds in multiple currencies and collective portfolios, we provide individual discretionary investment portfolios for clients with £500,000 or more to invest. As a specialist in discretionary investment management, we have the scale to provide high quality service at a competitive price. We then pass on this benefit to your clients through fees that represent excellent value for money.

By working with a highly experienced and dedicated investment team, you can secure greater choice for your clients while at the same time mitigating the risk to your business. This level of service is available to you, often for less than the cost of investing in funds.

We also like to reward strong partnerships, so we’re able to offer preferential terms that are linked to the amount of business you choose to do with us.

£1,000+ Rathbones multi-asset funds available in £, €, $ (€ and $ hedged)*†
£100,000+ Unitised portfolio service available in £, €, $ for discretionary clients**
£500,000+ Individual discretionary portfolios available in major currencies**

*UCITS IV, Luxembourg SICAV: available May 2016. †$2,000 or €2,000 minimum investment size. **or equivalent in € or $.

Our proposition

  Multi-asset funds Unitised portfolio service Individual portfolio service
Type Advisory Discretionary Discretionary

Minimum
investment size

£1,000+* £100,000+** £500,000+**
Investment
universe
Direct equities
Direct bonds
Collectives
Direct equities
Direct bonds
Collectives
Direct equities
Direct bonds
Collectives

Access

Third party platforms Rathbones via dedicated investment manager

Currencies

£, €, $ (€ and $ hedged) Managed in £, €, $ strategies In major currencies

 

*$2,000 or €2,000 minimum investment size. **or equivalent in € or $. 

Important legal information

This area of the site is for professional advisers

Please read this page before proceeding, it explains certain legal and regulatory restrictions applicable to the distribution of this information. It is your responsibility to inform yourselves of and to observe all applicable laws and regulations of the relevant jurisdiction.

This section of the website is directed only at investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA).

The information provided in this site is directed at UK investment advisers only and must not be circulated to private clients or to the general public. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

I confirm that I am an investment intermediary authorised and regulated by the Financial Conduct Authority. I have read and understood the legal information and risk warnings below:

Important Information (Terms and Conditions)

The information contained on this site is believed to be accurate at the date of publication but no warranty of accuracy is given and the information is subject to change without notice. Any opinions or estimates included herein constitute a judgement as of the date of publication and are subject to change without notice. Furthermore, no responsibility is accepted for the accuracy of any information contained within sites provided by third parties that may have links to or from our pages.

Rathbone Investment Management Limited ("RIM") is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered Office: Port of Liverpool Building, Pier Head, Liverpool L3 1NW. Registered in England No 01448919.

In accordance with regulations, all electronic communications and telephone calls between Rathbones and its clients are recorded and stored for a minimum period of six months.

The information provided in this site is directed at UK investors only. It does not constitute an offer to sell, or solicit an offer to purchase any investments by anyone in any jurisdiction in which such offer or solicitation is not authorised or in which a member of the Rathbone Group is not authorised to do so.

In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in France and the United States of America to or for the benefit of United States persons (being resident in the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof).

In order to comply with money laundering and other regulations, additional documentation for identification purposes may be required.

Rathbones shall have no liability for any data transmission errors such as data loss, damage or alteration of any kind including, but not limited to, any direct, indirect or consequential damage arising out of the use of services provided or referred to in this website.

Past performance should not be seen as an indication of future performance.

The value of investments and the income from them can fall as well as rise and you may not get back the amount originally invested, particularly if your client does not continue with the investment over the longer term.

Changes in the rate of exchange between currencies may cause the value of an investment to go up or down.

Interest rate fluctuations are likely to affect the capital value of investments within bond funds. When long term interest rates rise the capital value of units is likely to fall and vice versa. The effect will be more apparent on funds that invest significantly in long dated securities. The value of capital and income will fluctuate as interest rates and credit ratings of the issuing companies change.

Tax levels and reliefs are those currently applicable and may change and the value of any tax advantage will depend on individual circumstances.

Investing in emerging markets or small companies may be potentially volatile, as these investments are high risk.

The design, text and images are owned, except as expressly stated by members of the Rathbone Group. They may not be copied, transmitted, displayed, performed, distributed, licensed, altered, framed, stored or otherwise used in whole or in part or in any manner without the written consent of Rathbones except to the extent permitted and under the procedures specified in the copyright Designs and Patents Act 1988, as amended and then only with notices of Rathbones' rights.