A consistent foundation for portfolios across our services
Our core strategies provide a robust starting point for building diversified, multi-asset portfolios, whether your clients are using our Managed service or receiving a fully Bespoke solution.
Each strategy is aligned to a defined risk level and long-term return target, helping ensure consistency across your client base while allowing for personalisation where needed. They’re designed to support centralised investment and retirement propositions, as well as more complex, individual client needs.
Why advisers choose our core strategies
- Defined risk and return targets. Each strategy has a clear investment objective, making it easy to align with client risk profiles and planning outcomes.
- Integrated across Bespoke and Managed. In our Managed service, clients invest directly in one of our in-house multi-asset funds aligned to a core strategy. In Bespoke, the strategy shapes the portfolio, with flexibility to reflect specific client requirements.
- Built using our LED framework. All strategies are constructed using Rathbones’ Liquidity, Equity-type risk and Diversifiers (LED) approach, helping to manage downside risk and support long-term goals.
- Responsible by design. ESG considerations are embedded across all strategies, with active stewardship and regular reporting as standard.
Our discretionary fund management services
Specialist Tax Portfolio Service
Helping clients reduce inheritance tax while staying invested
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