If your clients have pension assets, whether they are in a self-invested personal pension (SIPP), a small self administered scheme (SSAS) or a small company scheme, our investment managers can help.
Working closely with you, we offer an individual and flexible ethical investment service that means we can look after their pension assets as their needs change, such as growing their portfolio, preserving their wealth as they near retirement age and providing income in retirement.
Bespoke portfolio services
Outsourcing without losing control
Rathbone Greenbank Portfolio Range
Working closely with your IFA, the Rathbone Greenbank portfolio range can be...
Managed funds service
We offer and ethical managed funds portfolio service.
Our offshore bond service can be provided through a range of wrappers.
if your clients have pension assets, our investment managers can help.
Online services for advisers
Access to portfolio information, 24/7.