Managing your investments
- Communication
Investment managers are available to meet with their clients and their advisers at least annually but frequency of contact and review is guided by the client and/or their adviser depending on individual circumstances.
On an on-going basis, quarterly reviews are available to clients and their advisers. More frequent or ad hoc valuations are available on request. Contract notes and, where requested, covering letters are issued to clients on dealing.
Monitoring the performance of your investments is important for us and you to ensure we continue to meet your objective. Our sophisticated software, in line with the latest industry standards, allows us to provide comprehensive information for clients on their portfolios. Please note, as with many investments the value can go down as well as up.
Clients may also receive Rathbones’ quarterly investment commentary – Rathbones Review.
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