Rathbones Investment Management Limited
Website: Model Portfolio Service (MPS) | Financial Advisers
Introduction
Rathbones Investment Management (Rathbones) is one of the UK’s leading providers of high-quality, personalised investment and wealth management services for individuals and families. We are part of Rathbones Group Plc, an independently-owned FTSE 250 listed company. Our independent ownership allows us to focus our full attention on managing wealth and client relationships.
The Rathbones Model Portfolio Service (MPS) is a discretionary investment management service, comprising of seven investment portfolios, built around three dedicated, in-house funds, each with a clear, defined function – Liquidity, Equity-type risk and Diversifiers (LED). Each one plays a specific role within the portfolio, forming a complete investment strategy aligned to your clients’ risk profiles. It has been designed for clients that want their investments to be looked after by a professional Financial Adviser and a professional Investment Manager on third-party wrapper platforms. The service is exclusively available to clients of Financial Advisers.
Models
| Model Name | Target Return | Defaqto Risk Rating |
| Conservative | BOE Base + 1% | 2 |
| Cautious | BOE Base + 2% | 3 |
| Cautious Plus | CPI + 2% | 4 |
| Balanced | CPI + 2.5% | 5 |
| Balanced Plus | CPI + 3% | 6 |
| Growth | CPI + 4% | 7 |
| Growth Plus | CPI + 5% | 8 |
Our models also also risk rated by: Dynamic Planner, Synaptic, EV, FinaMetrica and Oxford Risk.
Rebalance schedule
We take a tactical approach to rebalancing, ensuring models are rebalanced when necessary. Our building-block funds are subject to continuous oversight and active management, providing the fund management team with the flexibility to make timely changes to the underlying investments within the funds, without requiring a platform-level rebalance.
Charges
No DFM fee, no VAT, the building block funds will have a capped OCF of 0.50%.
Consumer Duty
Fair Value and Target Market Information can be found here Model Portfolio Service (MPS) | Financial Advisers
Contact
Claire Campion / MPSonPlatforms@rathbones.com
Legal disclaimer
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