Rathbone Brothers (LON:RAT)

Rathbone Brothers Plc is a UK-based supplier of customised wealth and investment management services for private financial investors and trustees. It incorporates portfolio management, tax planning, unit trusts, trust and board management, annuity services, and banking administrations. Rathbone Brothers Plc is a FTSE 250-listed organisation. The organisation has 15 workplaces across the UK and Jersey.

The company's administrations incorporate portfolio management, tax planning, unit trusts, trust and board management, annuity services, and banking administrations. Rathbones oversees roughly £29.2 billion of customer assets, of which Rathbone Investment Management manages around £26.1 billion. Its auxiliaries offer portfolio management and banking administrations, trust and assessment administrations, unit trust management, monetary arranging administrations, speculation support administrations, and pension-related advisory. Its auxiliaries include Rathbone Investment Management Limited, Rathbone Investment Management International Limited, Rathbone Trust Company Limited, Rathbone Unit Trust Management Limited, and Rathbone Pension and Advisory Services Limited.

The company has a well-structured process that is created and sustained by the professional team. The managers draw a series of conclusions and then reach a proper strategic allocation in investment instruments such as equities, bonds, and third-party funds. The portfolio created for clients is usually a multi-asset portfolio that balances between the flexibilities of the investor.

The investment team prefers to invest in companies that have ESG standards. The firm also selects a third-party fund when it feels it is good to outsource due to a lack of expertise or skills in that specific domain.