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.
We produce a single consolidated report covering all assets, financial and non-financial. With this overview we can identify risks you may not be aware of such as over-exposures, as well as opportunities in areas such as tax planning. We can then advise you on the most suitable asset allocation to fit your objectives, your tax status and any restrictions that affect your investment choices.
We will analyse the performance of your investment managers to measure the net, after fees, value they provide in comparable terms. This may identify where change may be beneficial. Rathbones is an award-winning investment manager but we are not tied to our own capabilities – we search extensively to identify the best options for each client’s needs.
Your Private Office client adviser will use their in-depth experience to understand your requirements and make sure you have access to the right advice and support.