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Rathbones To Launch Managed Portfolio Service

Eliane Chavagnon 24 March 2017

Rathbones To Launch Managed Portfolio Service

The service is available to clients of Rathbone Investment Management and has a minimum investment threshold of £15,000 per account.

UK-based investment management firm Rathbones is to roll out an execution-only managed portfolio service on 3 April, featuring six actively-managed strategies: cautious, balanced, income, balanced plus, equity and equity plus.  

They will invest in one or two of the Rathbone Multi-Asset Portfolio funds and be managed by David Coombs, head of multi-asset investment at Rathbone Unit Trust Management, and assistant fund manager Will McIntosh-Whyte.

“The Rathbone Managed Portfolio Service allows clients to access a range of risk profiles with a private client level of reporting, and we believe that this combination will prove an attractive addition to Rathbones’ range of investment services,” said Andrew Morris, head of investment management (regions), Rathbone Investment Management.

The strategies can be held within an ISA and will be available with a number of SIPP providers.

In other recent developments, last month Rathbones formally launched a private office that it had been developing for two years. The office is tailored to advising families, entrepreneurs, financial professionals, and resident non-domiciled and overseas investors.

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