Privacy

Your information

Introduction

At Rathbones, protecting your personal information is very important to us and we will ensure your personal data is kept confidential and held securely.  Your details will not be disclosed to any third parties for marketing purposes.

This privacy statement informs you how we handle the information we obtain from you through the use of this website. 

Any changes to this policy will be posted here so please check this page regularly for any updates.

Use of information

We may collect, store and use the following kinds of personal data:

Your name
Your telephone number
Your email address

The personal data above will be used to send you the information you have requested and to provide information that may be useful to you.   Rathbone Group members may sometimes bring to your attention additional services that may be of interest to you.  If you do not wish your personal data to be used for marketing purposes please indicate this at the relevant points at which your personal data is collected on this website. 

We will not share any of your personal data with any other company for marketing purposes. 

‘Cookies’

A cookie is a small piece of text stored on a user's computer by a web browser. Most modern browsers allow you to decide whether to accept cookies, and the time frame to keep them, but rejecting cookies may impair some of the functionality of this website. We undertake not to abuse the personal identification aspect of cookies.

More information about how cookies are used on this website is available in our cookie policy.

Data Protection Act 1998 

We will collect and process personal data about you that will enable us to provide the information you have requested.  The information will be held in accordance with the Data Protection Act 1998. 

Your rights

You have the right to obtain a copy of the information we hold about you by writing to the Data Protection Officer at Rathbone Brothers PLC, Port of Liverpool Building, Pier Head, Liverpool L3 1NW.   We reserve the right to charge the statutory fee in accordance with the Data Protection Act 1998 for providing this information.

Email subscription alerting service

You have the right to see what is held about you and correct any inaccuracies online. You can do this by using the "login" link at the beginning of the Alerting Service page.

Security

Rathbones and its web hosting company, Proctor & Stevenson Ltd, treat all data held with care and security. Any details you give will remain confidential.

Rathbones make no warranty that the contents of the site are free from infection by viruses or anything else which has contaminating or destructive properties and shall have no liability in respect thereof.

In your communications with this site you are prohibited from transmitting any unlawful, libellous, threatening, defamatory, obscene or profane material. Any such action that could constitute or encourage conduct that would be deemed a criminal offence or violate any law will be identified to any relevant authorities including law enforcement authorities that may request such disclosure.

Rathbone Brothers Plc is the Data Controller.

Third party websites

On this website Rathbones may provide links to other third party websites.  You need to be aware that Rathbones has no control over such third party websites and your data will be subject to the privacy policies of those sites. 

 

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.

Natalie Merrens

Head of Investment Solutions
Natalie Merrens
Head of Investment Solutions

Natalie joined as Head of Investment Solutions in October 2015. She has 25 years of financial services experience having started her career currency trading for Lehman Brothers and Citibank NA.

In 2000 Natalie obtained a MSc with Distinction in Investment and Risk Management from Cass Business School and began working for UBS as Head of Investment Consulting. There she built a wealth management business offering a range of products and services suitable for wealthy individuals. In November 2006 she joined Kleinwort Benson to develop the private bank offering. Her responsibilities spanned across the investment business both advisory and discretionary.

Natalie served as an Executive Member at Kleinwort Benson and as a Non-Executive Director of the KB Elite PCC Limited, and a Director of the KB Global Funds Limited and Kleinwort Benson (CI) Investment Management Limited.

In October 2015 Natalie joined Rathbones to build the Rathbone Private Office.

Peter Arkell

Client Director
Peter Arkell profile image
Peter Arkell
Client Director

Peter joined Rathbone Private Office in September 2016 as a Client Director. He has 29 years of financial services experience having started his career as a graduate trainee at Kleinwort Benson Group in 1987.

Peter’s broad career includes roles as Head of Research for Barclays in Indonesia and as CEO of an internet business backed by Virgin Group. In 2007 he joined Credit Suisse Private Bank as a director focussing on clients ranging from family offices and FTSE CFOs and CEOs to senior entrepreneurs and finance market professionals in Europe and Asia. His wealth management skill is supported by stock broking and fund management experience as well as founding two businesses, one of which was a top ten brokerage in Indonesia. Most recently Peter was a Director in the Key Client team at Deutsche Bank in London.

Peter gained a MA (Hons) from St Andrews University and is a member of CISI.

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.