Rathbone Brothers Plc is a UK provider of personalised investment management and wealth management services for private investors and trustees.

Investment Management

Rathbone Brothers

Rathbone Brothers' headquarters in United Kingdom

Fiona Anderson

Beth Ritchie

David Ball

Shane de Bhrun-Smith

Kirsty Povey

Jonathan Giles

Iain Hooley

Victoria Edgar

Chris Ashton

Peter Musker

Craig Dunn

Mihnea Miculescu

Joan Phillips

Emma Saunders

Xanic Jones

Andy Brodie

Chris Handley

Paul Dunnachie Fcmi Cmgr

Chris Diamond

Graeme Morris

Catherine Taylor

Emma Lockwood

Francesca C.

Randolph Churchill

John Murphy

David Thompson-Smyth

Jacob Bennett

Natasha M.

Stacey W.

Tracy Farquhar

Faye Llewellyn

Olivia Pickering

Lorna Williamson

Gillian Kent

Amy Adamson

Phil Bain

Christian Feroze

Will Roberts

David Guckian

Angus Kerr

Tosin Ige Mba

Max Folland

Rosarie McHugh

Tom Gerrard

Olly Cheng

Nick Field

Andrew Lawton

Alexander Gudiens

Julie-Ann Murphy

Charlotte Collins-White

Miranda McConlough

Frances McNab

Gill Hoyle

Kat W.

Marcus Blyth

Marjorie Lyons

Carys Drewitt

Lada Stefantsova

Justyna Radecka

Connie Hammond

Clive Bannister

Sarah Gentleman

Dharmash Mistry

Iain Cummings

Henrietta Baldock

Terri Duhon

Ruth Leas

The Investment Team at Rathbone Brothers is responsible for managing and developing personalized investment strategies for private clients and trustees. Comprising various roles, including Investment Managers, Directors, and Analysts, the team conducts in-depth market analysis, evaluates investment opportunities, and monitors portfolio performance to align with clients' financial goals. They also provide expert advice on asset allocation and risk management, ensuring clients receive tailored, strategic wealth management services.

Investment Team

The Client Services and Support Team at Rathbone Brothers is dedicated to delivering exceptional support and personalized service to clients. This team is responsible for addressing client inquiries, managing account-related issues, and ensuring a seamless experience throughout the investment management process. By collaborating closely with other teams, they enhance client satisfaction and foster long-term relationships with private investors and trustees.

Client Services and Support Team

This department focuses on providing comprehensive financial planning and advisory services to clients, ensuring their financial goals are met.

Wealth Planning

This department provides comprehensive financial planning support and analysis to assist clients in achieving their financial goals.

Paraplanning Department

This department is responsible for overseeing and managing investment strategies and portfolios to optimize financial returns.

This department focuses on managing investment portfolios and optimizing asset allocation strategies.

Portfolio Management

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Team

Client Services and Support Team

Wealth Planning

Paraplanning Department

Investment Management

Portfolio Management

Offices

Rathbone Brothers

Org chart

Board & advisors

Teams

Investment Team

Client Services and Support Team

Wealth Planning

Paraplanning Department

Investment Management

Portfolio Management

Offices

Related companies