Rathbone Unit Trust Management (Rathbone Funds) manage more than £11.4 billion* for our clients. We are an active management house and one of the UK’s leading fund managers, offering equity and bond unit trusts and a multi-asset portfolio to meet your capital growth and income requirements. Specialising in investment management for the retail investor and segregated institutional accounts. All of our unit trusts qualify for inclusion in ISAs (Individual Savings Accounts).
Rathbone Funds a wholly-owned, London-based subsidiary of Rathbone Brothers Plc. In 1995 and 1996 respectively, Rathbone Brothers acquired stockbrokers Laurence Keen and Neilson Cobbold, securing many private wealth managers, and their clients. The company also acquired unit trusts from Laurence Keen Unit Trust Management including the Rathbone Income Fund- the success of which led to a rebranding of the operation in 1999 to Rathbone Unit Trust Management Limited.
Through its subsidiaries, Rathbone Brothers Plc manages £59.2 billion of client funds, of which £11.4 billion is managed by Rathbone Unit Trust Management Limited *(as at 30 June 2021)