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

This department focuses on identifying, assessing, and mitigating risks related to operational processes within the organization.

Operational Risk Management

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

This department focuses on providing comprehensive financial planning services, guiding clients through investment strategies, retirement planning, and wealth management solutions.

Financial Planning

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

This department focuses on managing client relationships and providing support to ensure customer satisfaction.

Client Services

The Finance and Compliance Team at Rathbone Brothers is responsible for ensuring financial integrity and adherence to regulatory standards within the investment and wealth management services. This team manages tax compliance, oversees financial planning operations, monitors compliance in financial advisory practices, and conducts risk assessments to safeguard client interests. Additionally, they provide support in client documentation and maintain quality control processes to uphold the firm's commitment to excellence in service delivery.

Finance and Compliance Team

This department focuses on analyzing business processes, data, and strategies to drive operational improvements and support decision-making.

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People (9)

Jobs (0)

Other teams

Investment Management

Financial Planning

Investment Team

Client Services

Finance and Compliance Team

Business Analysis

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People (9)

Jobs (0)

Other teams

Investment Management

Financial Planning

Investment Team

Client Services

Finance and Compliance Team

Business Analysis

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