Rathbones Jersey

Rathbones Investment Management International Ltd

Overview

Rathbones Jersey is a leading UK and offshore investment management firm, recognized for its expertise in delivering tailored financial solutions. The firm provides comprehensive wealth management services to a diverse clientele, including private investors, trust structures, charitable organizations, and intermediary advisers. Known for a fiduciary-first approach, Rathbones combines deep market insight with a long-standing commitment to ethical investing and sustainable growth.

Core Capabilities

• Discretionary Investment Management: Bespoke portfolio construction and ongoing management aligned with client objectives and risk tolerance.
• Trust Services: Specialized advice and administration for family trusts and succession planning.
• Ethical Investing: Leveraging the renowned Greenbank framework to deliver responsible and ESG-integrated investment strategies.
• Charity Support: Dedicated services and specialist funds designed to meet the unique requirements of the charity sector.
• Adviser-Focused Services: Robust support for financial advisers and independent intermediaries through adviser-referred channels.

Technology & Client Support

Clients have access to modern digital tools and dedicated assistance to manage their investments efficiently:

• MyRathbones Portal: A secure online platform providing real-time account access, reporting, and document management.
• Helpdesk: Dedicated client support available at 0800 151 3355.

Contact Information

Address
IFC 1, Esplanade
St Helier, JE1 2RB

Telephone
+44 1534 740500
+44 0330 390 9191

Website
https://www.rathbones.com

Regulatory Standing

Rathbones Jersey operates under the regulatory oversight of the Jersey Financial Services Commission (JFSC) and adheres to the standards set by the Guernsey Financial Services Commission (GFSC), ensuring the highest levels of client protection and operational integrity.