Private Investors
Rathbones’ investment managers are experienced in meeting the different needs of a range of portfolio structures and can discuss your aims and concerns on an individual basis in order to develop an investment solution that is right for you.
Private client wealth can come in many forms. Portfolios may be held in discretionary accounts, trust structures, ISA accounts to take advantage of the associated tax advantages or, increasingly, self-invested personal pensions.
The majority of our clients enjoy a fee-based discretionary service. Having full discretion, with securities held in our nominee and all surplus cash held by us as an authorised banking institution, allows our fund managers the maximum flexibility and enables us to provide a high quality service efficiently and at competitive cost.
If you would like to know more about discretionary investment management and what it might offer you, please order a copy of our free Guide to Discretionary Investment Management.
For clients who prefer to have a relationship with their fund manager that is non-discretionary, we can also offer a high quality service
Our bespoke approach can also encompass ethical considerations where appropriate.