Bringing you live news and features since 2006 

Rathbones selects InvestCloud for new digital solutions


Global technology platform, InvestCloud, has been selected by UK wealth manager Rathbones Group to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.  

The firm writes that this partnership will help Rathbones accelerate its digital transformation to enable a blended digital and human service model to drive efficiencies across its businesses. Already serving over 65,000 clients and managing GBP68.2 billion (over USD90 billion) in client assets, this partnership is intended to help Rathbones deliver the next stage of its digital transformation.  

Rathbones was looking to advance its technology while making the most of existing investments. It saw the opportunity to enhance both growth and operational efficiency through adopting an effective CLM solution in place of point customer relationship management (CRM) solutions. In addition, Rathbones sought to improve digital client reporting, which should further enhance client satisfaction and retention. 

Rathbones CEO Paul Stockton says: “We are committed to enhancing our digital solutions for clients and advisors. This partnership will enable Rathbones to deliver a holistic and flexible digital experience that responds to client preferences and industry standards that are expected to evolve rapidly over the coming years.” 

InvestCloud offers a design-led and hyper-modular approach compared to traditional providers, allowing solutions to work with existing systems, avoiding business disruption, while still accelerating digital transformation. InvestCloud creates beautifully designed client experiences on a single, cloud-based platform that can be configured in infinite ways to meet client needs. 

InvestCloud CEO John Wise says: “Rathbones is one of the UK’s leading wealth managers, and the UK is one of our most important markets. They have a high digital ambition, led by CEO Paul Stockton, and that will certainly help them achieve great things. We are very proud to partner with Rathbones on this important set of initiatives that are so crucial to their mission.”


Latest News

Strive Asset Management has launched its eighth index fund: the Strive Emerging Markets Ex-China ETF (STXE). The firm writes that..
Some big forces moved further into ETF issuance this week, with Capital Group launching 12 new active/passive model portfolios, and..
ASYMmetric ETFs has announced the launch of two new funds, ASYMmetric Smart Income ETF (NYSE: MORE) and ASYMmetric Smart Alpha..
First Trust Advisors has announced the launch of a new actively managed ETF, the First Trust Multi-Strategy Alternative ETF (NYSE..

Related Articles

We are very pleased to open the voting for service providers (selected by nominations) and ETP issuers, selected by our data partners, Trackinsight, for the European ETF Express Awards, in...
Osprey Funds’ founder and CEO, Greg King, has written an open letter to Barry Silbert, majority owner of Digital Currency Group which owns Grayscale, suggesting that he uses his powers...
Comparing multifactor ETFs to the popular Marvel Avengers series may seem a bit of a stretch but recent analysis from Morningstar suggests the investment strategies have more in common with...
Canadian asset manager Mackenzie Investments, with CAD186.6 billion under management, has published its annual Mackenzie Investments Year-End ETF Report. ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by