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About Rathbone Investment Management 

Clients and their advisers come to Rathbones for a combination of its investment skills and the detailed, personal service they receive. The Rathbone Investment Process seeks to draw together the combined expertise of our investment managers across both our discretionary fund operations and Rathbone Unit Trust Management’s award-winning unit trust operation. This, combined with many years’ experience working with intermediaries, ensures Rathbones is well positioned to meet your specific clients’ needs.

Rathbones is one of the UK’s largest and longest-established providers of discretionary investment services, with over £27.2 billion of funds (as at 31st December 2014) under management. Focused primarily on private clients and trustees, Rathbones has over 228 investment professionals in offices across the UK.

Why Rathbones? 

The delivery of our services are based on five fundamental beliefs:

Responsibility    

  • Our primary responsibility is to complement and enhance your client relationships.
  • Our investment managers are directly accountable to you and your clients.

Relationships

  • We are committed to delivering the exceptional service and professional support you are looking for - allowing you to focus on the core function of managing your client relationships.

Relevance

  • We focus on managing portfolios in line with the risk appetite of each of your clients.
  • We conduct detailed research and due diligence to evaluate investment opportunities covering all asset classes, using this information to help identify the most appropriate investment solutions for your clients.

Reputation

  • We draw on a long heritage and an award-winning investment process, which combines the expertise and experience of our investment managers.

Respect

  • In the delivery of our service to your clients but never overlook the fact that they are still your clients.
  • Acting with integrity, we are transparent regarding fees and charges.

Contact details

James Goward
T: 020 7399 0100
F: 020 7399 0011
james.goward@rathbones.com
www.rathbones.com

External

Address

1 Curzon Street
London
W1J 5FB

 

Account opening
In order to open an account with Rathbone Investment Management for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.