We build enduring relationships with our clients by staying true to our values.
We are independent in spirit, judgement and ownership. We treat each client individually and put your interests first. We are always informed and we aim to provide quality in everything we do.
Rathbones has been in business in the UK since 1742. Our stability comes from our success in maintaining our strong tradition of client service while always moving with the times.
Rathbone Brothers Plc
With funds under management of £49.4 billion*, Rathbone Brothers Plc is one of the UK’s leading investment managers.
From offices in the UK and Jersey, we provide award-winning discretionary investment management for individuals and families, charities, ethical investors and the clients of professional advisers.
Our clients benefit from our financial strength as an institution, which allows us to continually invest in our people and the technology that supports high-quality service.
Our clients also value the good governance, transparency and accountability that comes with being a FTSE 250 listed public company.
* As at 30 June 2020. Includes funds managed by Rathbone Unit Trust Management Ltd.
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 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 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.
Colin is a client development director responsible for advising private clients and trusts in all aspects of financial planning. He has been advising private clients and their families on complex estate planning, pension solutions and generational wealth succession since 2001.
Prior to joining Rathbones, Colin was a director at Coutts and HSBC International, advising internationally mobile and non-domicile clients on country-specific tax solutions and excluded property trusts.
Colin is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities and Investment. Furthermore, he holds qualifications from other jurisdictions, well placing him to comment on cross-jurisdictional financial planning matters.