Why work with us?
Objectivity. Performance.

We offer a truly objective wealth management service that is not tied to any manager, asset class or investment style. Our team will provide independent, practical advice on how to get the most from your wealth.

How it works
Transparency. Suitability.

Our clients have a variety of structures in place or they may be looking to organise new wealth. What they all want is the ability to see and understand everything easily. 

Working with your advisers
Coordination. Continuity.

Our Private Office is designed to complement – not replace – your other professional relationships. We know how to work with accountants, lawyers, tax advisers and trustees to provide coordinated advice. 

 

 

 

Our clients
Individuality. Simplicity.

Our Private Office clients are unique. One thing they all share is the desire to organise their wealth for maximum performance. 

Why Rathbone Private Office

Dedication. Partnership.

Our Private Office provides independent advice and individual wealth management for clients with complex wealth. 

Combining the strengths of Rathbone Brothers Plc with the expertise of trusted external partners, we work closely with our clients and their advisers to help control all aspects of wealth. 

Our approach cuts through the complexity and jargon to give guidance that is refreshingly clear. 

Rathbones has offices across the UK and in Jersey, ensuring easy access to our services. 

Find out more

Individuality.
Simplicity.

Our Private Office clients are unique. One thing they all share is the desire to organise their wealth for maximum performance.

Families
Entrepreneurs
Senior corporate executives
Financial professionals
Resident non-domiciled (RND) investors
Overseas investors

Families

Entrepreneurs

Senior corporate executives

Financial professionals

Resident non-domiciled (RND) investors

Overseas investors

What we do

A dedicated client adviser will make sure you get everything you need from us. Our Private Office is led by a team that has spent their entire careers growing, protecting, and preserving wealth of this scale.

Advisory services

Expertise. Control.
If you prefer to manage your own investments, you have access to investment experts who can help you make the right choices through our partnerships with Credit Suisse, Stenham Asset Management and Partners Group.

Discretionary

Selection. Precision.
Our discretionary investment management service gives you access to the best investment managers globally. We search extensively to identify the right managers for your individual needs. All recommendations are based on independent due diligence and performance data.

Financial planning and tax

Foresight. Security.
By connecting you to our colleagues at Rathbones, we can provide you with independent advice on the best ways to improve the after tax performance of your investments and protect and pass on wealth.

Lending

Flexibility. Liquidity.
We can provide short and long-term financing for general liquidity purposes, residential and commercial property and other assets.

Ethical investment and philanthropy

Integrity. Impact.
If you want to make ethical investments, we can help select suitable investment managers for you. Rathbones has an in-house team, Rathbone Greenbank Investments, that operates at the forefront of ethical investment.

Meet the team

A dedicated client adviser will make sure you get everything you need from us. Our Private Office is led by a team that has spent their entire career growing, protecting, and preserving wealth of considerable scale.

Ian Dembinski

Head of Rathbone Private Office
Ian Dembinski
Head of Rathbone Private Office

Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Prior to joining Rathbones he was Head of UK domestic private banking at Credit Suisse and Head of UK Ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied Modern History at Oxford University.

Oliver Craven

Client director
Oliver Craven
Client director

Oliver Craven joined the Private Office of Rathbones in 2019 as a Client Director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.

Prior to joining Rathbones, Oliver was a Private Wealth Advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.

Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.

Interested?

We make the management of complex wealth simpler for families, entrepreneurs, senior corporate executives, financial professionals, the resident non-domiciled and overseas investors.

020 7399 0350
privateoffice@rathbones.com

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