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Rathbone Brothers Choose InvestCloud Platform

Editorial Staff

13 January 2024

, the tech platform, to provide client lifecycle management. 

The platform includes digital prospecting, onboarding and servicing capabilities as well as client reporting solutions, US-based InvestCloud said in a statement today.

The partnership helps Rathbones to boost its digital transformation and create a “blended digital and human service model to drive efficiencies across its businesses,” InvestCloud said. One of the larger UK wealth houses, Rathbones serves more than 65,000 clients and oversees £68.2 billion (or more than $90 billion) in client assets.

“Rathbones is one of the UK’s leading wealth managers, and the UK is one of our most important markets. They have a high digital ambition, led by CEO Paul Stockton, and that will certainly help them achieve great things,” InvestCloud CEO John Wise said.