Bespoke portfolio
Our core service for private clients is the management of an individual portfolio of fixed interest stocks, listed shares, managed funds and other investments in accordance with an individual’s financial needs and ethical priorities. Most investments are held in our nominee company, greatly simplifying administration, and regular valuations and cash statements are provided. In managing clients’ portfolios we help address the various tax issues which may arise, such as ISA subscriptions, capital gains tax minimisation and Venture Capital Trust investments. We also provide consolidated tax information on investments, which simplifies the completion of annual tax returns.

Managed funds
We offer a managed funds service which allows clients to invest in a portfolio of ethically screened funds, such as unit trusts, open-ended investment companies (OEICs) and investment trusts. These enable clients to gain access to a wide range of investment opportunities, spreading risk in an economically viable way. There is now an extensive range of socially responsible funds available in the UK. We hold regular meetings with the fund managers and closely monitor ethical criteria, fund performance, investment style, investment strategy and key holdings.

Rathbone Greenbank SIPP
For those investors looking to save for retirement within a tax efficient and flexible self-invested personal pension, we can provide our ethical investment management services within a dedicated SIPP. Further details are provided in our Greenbank SIPP brochure.