Welcome to the Rathbone Unit Trust Management Adviser site brought to you in association with Abbey Wealth.

Why choose us

• Focus on clear and unambiguous outcomes that are meaningful to you and easily measured
• Focus equally on wealth creation and preservation
• Focus on realistic and sustainable returns
• Focus on your needs and not on indices and competitors

We are closely associated with strength, reliability and adaptability - Rathbones Group PLC, a FTSE 250 company with a pedigree that has grown over more than 270 years.

We have great depth and breadth of expertise - we are experienced investment specialists that can draw on the knowhow and resources from across our parent company. This provides in-depth expertise in investing across all asset classes around the world to help make the most of the money you invest with us.

Our size, strength and resource brings access and economies of scale to our investing - Our parent company has over £50.5 billion assets under management, of which £8.7 billion is managed by Rathbone Unit Trust Management Limited*. In addition to high standards of service, investing in our funds provides access to Rathbones’ investment process, which we use to manage this money for our clients. Whether we are investing directly in securities or through other funds, this gives us excellent access to senior management of those companies or funds.

* 30 September 2020

• A strong and established firm growing its business through continuity and motivation
• A comprehensive fund range driven by client needs, not marketing desire
• Strength of the investment process - flexibility and repeatability for wealth creation, preservation and management.  These strengths have delivered top performing funds and a growing momentum of support from a wide spectrum of well over 7,000 IFAs.

A growing business built on continuity and motivation

At Rathbones, we believe that growing our assets should never mean losing sight of our fundamental strengths. We consistently employ candidates of the highest calibre and we endorse promoting from within where we are able to. We also favour a policy of training and development in order to deliver continuity and motivation. This leads to the longevity that delivers consistency of returns.

A comprehensive fund range driven by client needs not marketing desire

The funds have been designed to be core holdings for those seeking to generate a level of return within defined levels of risk. These Multi-asset funds are a collection of products catering for different risk profiles over different time frames. They are well-diversified and therefore aim to reduce risk by investing in a variety of uncorrelated assets. This could mean investing in traditional equity and fixed income as well as alternative investments including, but not limited to, commodities and private equity. The funds are suitable as core holdings for anyone saving for a pension fund or in an overall investment portfolio

Strength of the investment process - flexibility and repeatability

Pragmatism is key to our approach, whether investing in stocks or bonds for our long-only funds or investing in products and other instruments for our multi-asset funds. We tailor our style to the requirements of the specific fund. However, with this, we dovetail our views on the prevailing economic and market background, paying attention to risk within the funds rather than adhere slavishly to the particular style. In this way we can respond when necessary to major changes in external factors. Our processes are robust and our due diligence is thorough, coming as it does from a firm with its roots firmly planted in wealth creation, preservation and management.