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.

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.

 

 

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 this scale.

Ian Dembinski

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

Ian Dembinski joined as Head of the Rathbone Private Office on 1st July 2016.

He has 31 years of financial services experience having started his career in investment banking in 1985 working for SG Warburg. His first 18 years involved a variety of roles including corporate banking, Iberian country coverage, debt capital markets and corporate finance sector coverage for hotels, airlines and leisure businesses. In 2003 he joined the UK private banking team of UBS as a relationship manager progressing to team leader in 2006 and Head of UK Ultra High Net Worth (“UHNW”) clients in 2008. In 2010 he joined Credit Suisse as Managing Director and Head of UK UHNW and then assumed responsibility for the UK domestic private banking group in August 2012 where he successfully developed the bank’s HNW franchise until February 2016.

He is RDR Level 6 qualified having passed the PCIAM qualifications with merit and is a member of CISI. He studied at Queens College Oxford where he read history and achieved a BA Hons.

Alex Dean

Client Director
Alex Dean profile image
Alex Dean
Client Director

Alex joined Rathbone Private Office in May 2016 as a Client Director. He has 19 years industry experience in which time his clients have sought his experience in investment management, financing and trust management to achieve their financial objectives. Alex’s career includes several years as a global equity fund manager for a Nordic bank. The fund gained a Standard & Poor’s 4 star performance rating. Alex joined from the RBC, where he was a Director. Prior to RBC, Alex was a Vice President at Barclays where he advised resident non domicile clients.

He is a Fellow of the Chartered Institute of Securities and Investment and a full Diploma holder and also a Member of the Society of Trust and Estate practitioners, by virtue of holding the STEP Diploma in International Trust Management.

Alex graduated from university with an RICS accredited honours degree in Property Investment and Asset Management. Later he gained an MBA from Edinburgh Business School.

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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The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.