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- Custodian
- BNY Mellon · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-16-2005
- Office Locations
- 1
Office Locations
About Rathbones
Rathbones is a leading UK wealth manager offering integrated wealth management, discretionary investment management and financial planning, plus trust and tax support. Investment capabilities span actively managed portfolios and funds across equities, fixed income, emerging markets and multi-asset, with ethical/sustainable mandates via its Greenbank service. Serves individuals and families as well as trusts, charities and advisers needing an investment specialist, backed by a FTSE 250 firm with UK and Channel Islands presence.
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Owner & Executives
CLIVE CHRISTOPHER ROGER BANNISTER
Director
- CRD
- --
- Ownership
- Less than 5%
IAIN ALEXANDER CUMMINGS
Director
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,860,995,003 | $655,597 |
| Non-Discretionary | $16,226,398,952 | $423,312 |
| Total | $135,087,393,955 | $615,057 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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