Rathbones is one of the UK’s leading providers of high-quality, personalised investment and wealth management services for private clients, charities, trustees, and professional partners. Managing £59.2 billion* for their clients, they have been trusted for generations to manage and preserve their clients’ wealth.
Rathbones also has specialist services, including personal injury (PI) and Court of Protection (COP). Their specialist PI and COP team has more than 100 years’ combined experience and is based throughout the UK. The team tailors its services to the needs of each client, working closely with them and their representatives to ensure they feel informed and in control of their financial futures.
Rathbones has always been very responsive to my clients’ needs and, in my view, is 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.
Working with charities
The team is involved in various charitable initiatives; as fundraisers, acting as trustees and volunteers, and providing a platform for charities via their website. Visit their website to read an interview with CBIT’s CEO, Lisa Turan, A COVID year in the life of the Child Brain Injury Trust.
Fundraising for CBIT’s 30th anniversary
Rathbones’ PI and COP team undertook a 30-challenge event during June 2021 to celebrate and raise funds for CBIT’s anniversary. The team participated in a variety of activities, including baking, cycling, football, golf, and swimming. They even kept the streets safe with 30 hours of policing from a special constable team member. They raised £2,000 which Rathbones matched, raising a total of £4,000 for CBIT.
*As at 30 June 2021. Includes funds managed by Rathbone Unit Trust Management.
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 Rathbone Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.[/vc_column_text][/vc_column][/vc_row]