Rathbones

The Client

Rathbone Brothers Plc is a leading provider of investment and wealth management services for private investors and trustees, including discretionary asset management, tax planning, trust and company

management, pensions advisory and banking services. As one of the largest and longest established independent private client investment and wealth management companies in the UK, Rathbones offer direct access to around

150 investment and over 50 tax and trust professionals.

Rathbones is a FTSE 250 listed company with significant critical mass (over
£12 billion of funds under management).