As a retired financial adviser, I had partnered with this service for many years. When a specific representative moved here, I was thrilled to transfer my portfolio with them. The support provided is excellent, and the online portal allows me to monitor my portfolio regularly with detailed information. The representative has demonstrated expertise by achieving great performance through wise stock selection and ongoing asset management, resulting in both income and capital growth over the past two years, which I am very pleased with. I would recommend this representative and the service without hesitation.
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Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.