Rathbones Investment Management provides investment and wealth management services for individuals, charities, trustees, and professional partners. They manage client wealth with a focus on responsible investing. Rathbones offers a discretionary management service for US Resident Clients, making investment decisions on their behalf.
Assets Under Management$67B
Clients85,688
AdvisorsN/A
Avg. per Client$780K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 0.85% |
Fixed charge of £100 applicable for Funds valued above £15,000. Fee negotiation is only available by exception.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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