Rathbones Group PLC RTBBF
Morningstar’s Analysis
1-Star Price
PREMIUM
5-Star Price
PREMIUM
Economic Moat
PREMIUM
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Company Profile
Rathbones Group PLC provides investment and wealth management services to private clients, charities, professional intermediaries, and trustees. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, Rathbone provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. Nearly all the funds under management fall under the investment management category, with private clients contributing the largest portion of assets. The company relies on a group of committees to oversee manager performance and ensure the investment process is appropriately resourced. To meet client needs, investment offerings cover a multitude of asset classes and risk levels.
London, EC2M 7AZ, United Kingdom