Multi-Asset Portfolios

A portfolio for everyone

WHY INVEST IN THESE FUNDS?

  • A complete range —the breadth of our range offers consistent solutions for virtually all investors in the UK or overseas, including sustainable investors
  • Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals
  • Longevity – Our management team has years together with years to come, giving you stability and experience you can trust
  • Globally diversified – our managers have a wider toolset to help them meet risk and return objectives  
  • Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing

Our multi-asset funds started life in 2009. Since then they have steadily developed into a full range of cost-effective actively managed portfolios catering to investors from low to high risk, a set of funds for overseas investors, as well as a sustainably managed range.  

The investment environment is constantly changing, so we believe we must be flexible and evolve with it, while staying true to our process. Challenge is key to success – whether we’re challenging ourselves, the management teams we invest alongside or the prevailing consensus in the marketplace. It is vital to avoid complacency.  

rathbone Multi-Asset Portfolios

RATHBONE GREENBANK MULTI-ASSET PORTFOLIOS

Meet the team

David Coombs

Head of multi-asset investments

David Coombs

Head of multi-asset investments

London

David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984. 

David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984. 

Will Mcintosh-Whyte

Fund manager

Will Mcintosh-Whyte

Fund manager

London

Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management. 

Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management. 

Craig Brown

Senior investment specialist, Rathbone Multi-Asset Portfolios

Craig Brown

Senior investment specialist, Rathbone Multi-Asset Portfolios

London

Craig Brown is the Senior investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of Financial Services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Craig Brown is the Senior investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of Financial Services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

IN CONVERSATION JANUARY 2024

Manager Will McIntosh-Whyte looks back at 2023 and picks out some of the bigger drivers of the funds’ performance. He discusses current positioning and how he and the team have been taking advantage of the recent market volatility in both bonds and equities. Finally, he explains how they are hedging some of the key risks going into the new year, as well as where they are finding some exciting opportunities in the market.

In the KNOW

READ THE LATEST NEWS AND VIEWS FROM OUR MULTI-ASSET TEAM.

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