Rathbones is one of the UK’s leading providers of high-quality, personalised investment and wealth management services, managing £60.5 billion* for our clients. Our specialist personal injury and Court of Protection team is trusted to look after over £1bn of assets.
We provide specialist advice to professional deputies and their clients and are passionate about helping clients take control of their financial future. Our aim is to help deputies make informed decisions, driven by a clear understanding on how this might affect their client’s long term financial security.
Our clients receive a tailored investment strategy which meets their individual objectives backed by an investment process that aims to provide risk-adjusted returns to meet clients’ needs today and in the future.
We work closely with deputies to provide:
- Discretionary investment management: initial meetings to fully understand a client’s circumstances, risk profile, investment restrictions and preferences before providing recommendations.
- Regular reviews in order to monitor the ongoing suitability of the portfolio
- Lifetime financial planning: simple cash-flow analysis to help the deputy understand the longevity of the funds and impact of significant financial decisions.
- Periodical payment checks: we can comment on the accuracy of periodical payment recalculations
To learn more about our services and our specialist team, please visit https://www.rathbones.com/professional-intermediaries/personal-injury-and-court-protection
*As of 30 June 2023. Includes funds managed by Rathbone Unit Trust Management.
Regulatory statement
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Rathbones is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial planning is provided by Rathbone Investment Management (Financial Planning), which is part of Rathbones.
Testimonial
Rathbones have always been very responsive to my clients’ needs and in my view, are consistently ahead of the curve when it comes to meeting the trials and tribulations caused by the ever changing global economy. My meetings are always informative and particularly mindful of the need to help the clients’ families understand the complex world of global finance and how best to structure their portfolio to safeguard their interests. The support is very reassuring.
Professional deputy
At the end of 2015, I transferred the portfolio to Rathbones and have been delighted with the service and attention I have received. I left the previous investment managers because they were no longer able to provide a truly personal service. I now have regular meetings with my investment director, review performance and agree a strategy for the future. I would recommend Rathbones to everyone.
F G L – lay deputy