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 £14.5 billion of funds (as at September 2010) under management. Focused primarily on private clients and trustees, Rathbones has 150 investment professionals serving the UK from its offices in London, Liverpool, Bristol, Birmingham, Cambridge, Chichester, Edinburgh, Exeter, Kendal and Winchester.

Why Rathbones? 

Free up your time    
Our service complements that of independent financial advisers whose core skill is the structuring of a client’s wealth. Rathbones offers an initial and on-going fee sharing arrangement to IFAs, and takes on the risks associated with managing investment portfolios.

Full access to markets
Rathbones operates on a genuinely best-of-breed/whole-of-market basis, researching third party funds and products from the full range of investment firms, whether global houses or specialist boutiques.

Rathbones’ buying power across over £14.5 billion (as at September 2010) of private client money allows it to access investments that may be closed to individual retail investors, access to institutional pricing and/or better terms (particularly in relation to structured products).

Ideal for income
A wider range of asset classes may be particularly important in scenarios where drawing an income from capital is a client’s main requirement, as direct equity investments in particular provide an opportunity for an income stream with capital growth.

Cost effective quality
IFAs (and their clients) have direct access to 150 investment managers nationally for beauty parades and on-going client meetings.  Being a specialist in services for private clients and trustees allows us to offer a quality service cost effectively.  We have invested in high-quality administration support for IFAs including the ability to manage assets within a wide variety of SIPP and bond wrappers.

Online valuations with wrap-like functionality
Rathbones’ online portfolio valuation service for IFAs offers wrap-type functionality by grouping all an IFAs’ clients, giving ease of access to their valuations in one place and displaying the valuations on a consolidated basis or by a client’s individual account, eg SIPP, trust, offshore bond, ISAs and so on. 

Stability and strength
Rathbone Investment Management is one of the UK’s largest and longest established providers of discretionary investment services. Rathbones is part of Rathbone Brothers Plc which remains an independent company with a listing on the London Stock Exchange.

Contact Details Tabitha Wrathall T: 020 7399 0000 F: 020 7399 0011 ifaservices@rathbones.com

Address 159 New Bond Street London W1S 2UD

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.