Rathbones Group Plc · LSE:RAT
Rathbones — Fact Sheet (October 2024)
5 slides from Rathbones's fact sheet, October 2024
Slide 1: What We Do
RATHBONES GROUP PLC FACT SHEET 01 WHAT WE DO WEALTH MANAGEMENT ASSET MANAGEMENT (FUNDS) INVESTMENT MANAGEMENT FINANCIAL PLANNING AND ADVICE Rathbones Asset Management is a UK fund Clients of this discretionary service can expect We provide financial planning and advisory manager, offering actively m
Slide 2: Where We Do It
RATHBONES GROUP PLC FACT SHEET 02 WHERE WE DO IT With offices throughout the UK and the Channel Islands1, clients are never far away from high- quality, personalised wealth management services. 23 UK locations and the Channel Islands 3,500+ employees £108.8bn 2 managed by us for our clients FTSE 250
Slide 3: Investment Case
RATHBONES GROUP PLC FACT SHEET 03 INVESTMENT CASE KEY DRIVERS Increasing need for individuals Demand for Intergenerational wealth Rising interest in responsible Consolidation opportunities to save and grow long-term financial transfer to potential clients that and thoughtful investing in a fragmente
Slide 4: What Sets Us Apart
RATHBONES GROUP PLC FACT SHEET 04 WHAT SETS US APART We are creating the UK’s leading discretionary wealth manager. Our combination with IW&I provides clients with stability and continuity. We care about personal We have a well established and We service financial needs for We are able to offer our
Slide 5: Our Business Model
RATHBONES GROUP PLC FACT SHEET 05 OUR BUSINESS MODEL Our business is simple but our execution is based on expertise and experience. WEALTH MANAGEMENT ASSET MANAGEMENT Supporting clients through a breadth of offerings to help them manage their INVESTMENT FINANCIAL PLANNING ASSET MANAGEMENT wealth MAN
Rathbones Group — Fact Sheet (October 2024) on 6ix