An individual investment service
We build our Greenbank service around what is important to you. No two people or organisations have values or goals that are the same, which is why our clients have individual portfolios created and managed for them by a dedicated investment manager.
We do not have relationship managers or account teams. You have a direct relationship with the person who manages your money for you.
Your investment manager will take the time to understand what you want to achieve and how you want your money to be invested to create an ethical investment strategy that is individual to you.
As your investment manager is responsible for everything to do with your portfolio, you can be certain your values are reflected at every step.
Tailored bespoke discretionary portfolios
- individual ethical and sustainability criteria
- a wide range of financial objectives and risk profiles
Greenbank Unitised Portfolio (GUP)
GUP is available under our discretionary service and invests in the Rathbone Greenbank Portfolio range of funds, which integrates Greenbank’s proven expertise in ethical, sustainable and impact (ESI) investment with Rathbone Unit Trust Management’s strong track record in fund management. A dedicated investment manager will be appointed to be responsible for keeping you up to date with your investment portfolio and ensuring that your investments remain suitable for your individual needs.
This offers a cost-effective investment approach, for clients with £150,000 and above to invest.
Greenbank Select Portfolio (GSP)
GSP offers an investment strategy to meet your investment objectives and risk profile, without advice from an investment manager or an independent financial advisor (IFA).It offers direct access to expert sustainable investing for clients with more modest amounts to invest and simpler needs than would justify a bespoke discretionary service. It provides access to the Rathbone Greenbank Portfolio Range of funds directly, on an ‘execution-only' basis.
This offers a ‘no-frills’ cost-competitive investment solution for clients with £15,000 and above to invest.
For some clients it may be appropriate to hold investments outside the UK. Rathbone Greenbank Investments can act as delegated investment manager for portfolios held overseas and we can offer this service through Rathbone Investment Management International based in Jersey.
We believe that effective communication is important, so we provide information that is detailed, clear and transparent across all our service levels and strategies. We will provide you with regular updates on the performance of your investments. You can decide how often you receive statements and other information from your investment manager. You can also go online link to see how your money is doing. You will have access to our investment and ethical review publications, whilst you will also receive invitations to our investor events.
*Total Greenbank FUM (included in the Investment Management figure) as at 31/03/2021