Strategic partnership to deliver a digital transformation program
Client from 1996 – Leading UK investment manager with more than £68.2 billion FUMA.
Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. They have been trusted for generations to manage and preserve their clients’ wealth.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.
Objectway has been partnering with Rathbones to help them build and implement their digital portal and “MyRathbones” app. This ensures that Rathbones’ clients and advisors can access their investments and investment managers anytime and anywhere. It is available via desktop, tablet and smartphone.
Implemented in 2020 and enhanced further throughout 2021, MyRathbones has been successfully adopted by c.43% of Rathbones clients who access the service more than 6 times per month on average and download tens of thousands of investment reports quarterly.
In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget. The upgraded solution is a solid foundation to build upon with the upcoming launch of their future digital solutions to help improve prospecting, onboarding and servicing capabilities.
Andy Brodie
Chief Operating Officer, Rathbones
Business Benefits
Increase digital processes without disruption, according to clients’ needs and preferences
Improve wealth mangers’ capacity and efficiency
Reduce complexity and improve richer management information
Align client journey across financial planning and investment teams
Rathbones Group Plc (Rathbones), through its subsidiaries, is one of the UK’s leading providers of investment management services for individuals, charities and professional advisers. This includes discretionary investment management, unit trusts, tax planning, trust and company management, financial planning and banking services. Rathbones manages £68.2 billion of assets (as at 31 December 2021). Rathbones has over 1,900 staff in 15 locations across the UK and Jersey.
