Rathbone Greenbank Multi-Asset Portfolios

Sustainable investing with financial discipline

Why invest in the RATHBONE Greenbank Multi-Asset Portfolios?

  • A broad range — the breadth of our range offers consistent solutions for sustainable investors in the UK  
  • An authentic approach – sustainability analysis is undertaken by Greenbank, an ethical, sustainable and impact research division of Rathbones that can’t be influenced by our fund managers; it has a veto on our holdings, ensuring all investments are truly sustainable 
  • 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  
  • Comprehensive sustainability analysis – our transparent metrics cover all assets, including more complex areas like government bonds and structured products  

Our multi-asset funds are designed to be complete portfolios for sustainably minded investors across most time horizons and tolerances of risk.  

Sustainable investing means different things to different people. For us, sustainable investing is about creating lasting wealth for investors, society and the environment. We invest only in companies that operate sustainably and are committed to helping achieve the United Nations’ Sustainable Development Goals (SDGs). As shareholders we work with companies to encourage best practice and highlight any concerns we have. 

It’s also vital that sustainable fund managers are completely transparent about their aims and their process, so investors know exactly what they are getting. You can read our sustainability framework in depth for more information. 

We are clear about why we own each asset, what it contributes toward making the world and society better and how we think it will deliver profits for investors. Greenbank, an ethical, sustainable and impact research division of Rathbones, can’t be influenced by our fund managers, assesses all our investments against these positive and negative social and environmental criteria. It has a veto over the eligibility of each investment we make to give you the assurance that doing the right thing isn’t sidelined or green-washed in pursuit of financial gain. You can see our latest case studies document here

We target specific returns above either inflation or the Bank of England’s benchmark interest rate over three to five years. We do this because it aligns with the real goals of most clients. We aim to do this while controlling volatility relative to global stock markets. You can view the full range and their objectives here

We take a different approach to building portfolios. Unlike many other fund managers, we don’t diversify our portfolios in terms of whether they are stocks, property, government or corporate bonds, or by where investments are headquartered. Instead, we categorise our holdings according to our LED framework:  

  • Liquidity – assets like government bonds that can be sold easily and carry low credit risk, but may be sensitive to changes in interest rates and currencies 
  • Equity-type risk – stocks and all assets that tend to rise and fall with stock markets during times of stress, this includes much of the corporate bond market 
  • Diversifiers – assets that behave differently to stock markets during stressed periods 

We do this because we believe it’s the best way to ensure portfolio diversification works when you need it most – during a stock market slump. By holding progressively more Equity-type risk, our portfolios can offer greater returns along with greater risk, or volatility.

Click here for the latest assessment of our performance. 

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Meet the team

DAVID COOMBS

Head of multi-asset investments

DAVID COOMBS

Head of multi-asset investments

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

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. 

RAHAB PARACHA

Sustainable multi-asset investment specialist

RAHAB PARACHA

Sustainable multi-asset investment specialist

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.

CRAIG BROWN

Senior investment specialist, Rathbone Multi-Asset Portfolios

CRAIG BROWN

Senior investment specialist, Rathbone Multi-Asset Portfolios

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.

HANNAH KENNEDY

Portfolio Management Assistant

HANNAH KENNEDY

Portfolio Management Assistant

Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.

Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.