Rathbone Brothers

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Rathbone Brothers is a British wealth management firm that primarily offers investment management services to individuals, families, and charities. Some of their key products and services include:
1. Discretionary investment management: Rathbone Brothers offers discretionary portfolio management services where a dedicated investment manager makes all investment decisions on behalf of the client based on their financial goals, risk appetite, and market conditions.
2. Investment advice: The company also provides investment advice to clients who prefer to manage their own portfolios but seek expert guidance and recommendations. This service includes regular market updates and investment insights.
3. Advisory portfolio management: Rathbone Brothers also offers advisory portfolio management services, where the investment manager works closely with the client to design and manage their portfolio based on their specific needs and goals.
4. Unit trusts and OEICs: The company offers a range of unit trusts and open-ended investment companies (OEICs), which are professionally managed investment funds that allow investors to pool their money together and invest in a diversified portfolio of assets.
5. Savings and investment plans: Rathbone Brothers provides a variety of savings and investment plans, including ISAs, Junior ISAs, and pensions, which offer tax-efficient ways to save and invest for the future.
6. Financial planning: The company also offers financial planning services to help clients achieve their long-term financial goals. This may include retirement planning, estate planning, tax planning, and insurance solutions.
7. Charity investment management: Rathbone Brothers has a dedicated team to provide investment management services to charities and non-profit organizations, helping them to generate and preserve long-term income.
8. Ethical investing: The company offers a range of socially responsible and ethical investment options for clients who want to align their investments with their values and support sustainable and responsible companies.
9. Philanthropy advice: Rathbone Brothers also offers philanthropy advice to clients who want to make a positive impact through charitable giving. This may include setting up trusts, managing donations, and providing guidance on strategic philanthropy.
10. Online investment platform: The company has an online platform, My Rathbones, which allows clients to view their portfolio, track performance, and make instant investments or withdrawals.