Rathbones launches managed portfolio service

Risk-rated range

Daniel Flynn
clock • 2 min read

Rathbones has launched a managed portfolio service consisting of six risk-rated actively-managed strategies, which will invest in the range of multi-asset funds run by David Coombs.

The Rathbone Managed Portfolio Service will be available to clients of financial advisers from 3 April on an execution-only basis, whereby Rathbones implements client instructions following advice received from a financial adviser. The six strategies have been risk-rated by Distribution Technology to suit different risk and return objectives and invest in one or two of the multi-asset funds run by Coombs (pictured), head of multi-asset investment at Rathbone Unit Trust Management. The strategies will be labelled cautious, balanced, income, balanced plus, equity and equity plus. The in...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Quilter platform sees massive shift to outsourced investments

Quilter platform sees massive shift to outsourced investments

‘MPS growth in the past decade has been nothing short of phenomenal’

Jenna Brown
clock 24 February 2025 • 3 min read
Fairstone partners with J.P. Morgan to launch MPS range

Fairstone partners with J.P. Morgan to launch MPS range

NOVA MPS range intended to deliver institutional-grade capabilities to retail clients

Sahar Nazir
clock 23 January 2025 • 1 min read
The art of rebalancing: Looking under the bonnet of MPS

The art of rebalancing: Looking under the bonnet of MPS

How rebalancing portfolios works in practice

Lawrence Cook
clock 14 January 2025 • 10 min read