Investments
Rathbones

Managing more than £47.3 billion* for our clients, we are one of the UK’s leading

investment managers. We're here to help you look forward with confidence.

When you're making plans for your future, or to pass money on from one

generation to the next, you want to know your investment manager has a long

track record of success.

Rathbones has been in business since 1742. Looking forward has carried us and

our clients safely through many eras. We continue to move with the times, blending new ideas and the latest technology with our long-standing investment experience and constant values.

Rathbones began life as a family business and is now part of Rathbone Brothers Plc, a FTSE 250 listed company. Responsible ownership has been an enduring strength. Many of our employees are also shareholders; being part of Rathbones is more than a job for them.

From the highly qualified and capable people who look after you and your money to the efficiency of our administration and reporting, everything we do is designed to provide you with investment management of the highest quality.

 

Rathbones Strategy

Clients and investments

  • maintain and develop the relationships we have with our clients, treat them fairly and continue to meet their needs

  • consider corporate responsibility and governance issues in the companies in which we invest on behalf of our clients

 

Employees

  • motivate and reward appropriately, encouraging their continuous development

 

Communities

  • engage in the communities in which we live and work

 

Environment

  • manage our environmental impact and reduce our carbon footprint by the efficient use of resources

Our service for charities 

We are much more than an investment provider. We want to do everything we can to support the work that you do. Helping your trustees and management team to fulfil their obligations and maintain an awareness of best practice is an important part of our relationship with you. 

Direct access to your investment manager and regular meetings help your trustees to monitor investment performance and strategy. We provide complimentary training events for trustees, as well as giving thought leadership on key investment strategy issues through our white papers.

Our Charity Symposium is a key forum for discussing the latest investment trends and important developments in the charitable and not-for-profit sector, often with speakers who are experts in their field.

 
 

INVEST WITH THE ASTRA GROUP TODAY

 

Our websites shows information about the funds and services that the Astra Group provide but not any personal advice. If you are looking to invest or any find out any financial services please do not hesitate to get in touch and we can arrange an appointment with one of our financial advisors.

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ASTRA FINANCIAL SERVICES

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The financial advisers trading under Astra Financial Services are regulated directly via the Czech National Bank under license number 223934PA

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We are officially a proud member of STEP,

the global professional association for those advising families across generations. STEP promotes education and high professional standards among their members, and seek to improve public understanding of the issues faced by families.

[https://www.step.org/]