{"product_id":"rathbones-business-model-canvas","title":"Rathbone Brothers Business Model Canvas","description":"\u003cdiv class=\"pr-shrt-dscr-wrapper orange\"\u003e\n\u003csection class=\"pr-shrt-dscr-box\"\u003e\n\u003cdiv class=\"pr-shrt-dscr-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Magnifier-Icon.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eUnlock a wealth manager's strategic blueprint with a concise Business Model Canvas\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"pr-shrt-dscr-content\"\u003e\n\u003cp\u003eUnlock the strategic blueprint behind Rathbone Brothers with a concise Business Model Canvas that maps customer segments, value propositions, channels, and revenue streams. This snapshot reveals how the firm creates and captures value in wealth management and advisory services. Ready to benchmark strategy or build investor-ready plans? Download the full, editable Canvas in Word and Excel for a section-by-section deep dive.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter green\"\u003eP\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003eartnerships\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper green\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eGlobal custodians \u0026amp; banks\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eGlobal custodians and correspondent banks safeguard Rathbones client assets and enable seamless settlement, supporting its c.£85bn AUM\/AUA (Sep 2024) with strong custody controls. They provide multi-currency accounts, liquidity lines and payments infrastructure to facilitate cross-border flows. These relationships materially reduce operational risk and enhance service reliability. Strategic banking partners also back lending solutions secured against client portfolios.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eResearch \u0026amp; data providers\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eExternal macro, equity, fund and ESG research from 10+ specialist providers augments Rathbones' internal insights, broadening thematic depth and regional expertise.\u003c\/p\u003e\n\u003cp\u003eReal-time market data feeds, advanced analytics and risk tools cut decision latency and improve execution quality across portfolios.\u003c\/p\u003e\n\u003cp\u003ePartnerships ensure coverage across major geographies and asset classes while vendor diversification mitigates model and data bias.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eTechnology \u0026amp; platform vendors\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003ePortfolio management systems, CRM and client portals from specialist vendors underpin Rathbones' digital delivery, supporting oversight across £62.5bn AUM (2024). Secure cloud, cybersecurity frameworks and API integrations enable scalability and resilience for multi-jurisdictional operations. Workflow automation cuts manual errors, improving compliance traceability and reducing reconciliation time. Fintech partnerships accelerate rollout of digital features and client UX.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-green-section\"\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eLegal, tax, and trust specialists\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eExternal counsel and fiduciary experts support Rathbone Brothers in complex client structuring, ensuring compliant solutions for multi-jurisdictional families; specialists advise on succession, philanthropy and trustee administration. Cross-border tax and estate planning underpins wealth preservation, mindful of 2024 UK IHT nil-rate band £325,000 and residence nil-rate band £175,000. Collaboration delivers efficient, risk-managed outcomes.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eExternal counsel: complex structuring\u003c\/li\u003e\n\u003cli\u003eFiduciary experts: trusteeship \u0026amp; succession\u003c\/li\u003e\n\u003cli\u003eCross-border tax: IHT bands £325,000\/£175,000\u003c\/li\u003e\n\u003cli\u003ePhilanthropy: tax-efficient giving\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-green-section4\"\u003e\n\u003cdiv class=\"title-row-green-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eProfessional introducers \u0026amp; networks\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-green-section blur_box\"\u003e\n\u003cp\u003eProfessional introducers — IFAs, accountants, lawyers and private banks — refer suitable clients to Rathbones, supporting a client base within the firm’s c.£63.6bn funds under management and administration (30 Sep 2023). Reciprocity and published service standards sustain trusted referral flows and retention. Co-hosted events and thought leadership deepen engagement and open niche client segments.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eIFAs\u003c\/li\u003e\n\u003cli\u003eAccountants\u003c\/li\u003e\n\u003cli\u003eLawyers\u003c\/li\u003e\n\u003cli\u003ePrivate banks\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Partnerships-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eCustodians, banks and research vendors support settlement, liquidity and \u003cstrong\u003ec.£85bn\u003c\/strong\u003e AUM\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eGlobal custodians, correspondent banks and strategic banks enable settlement, liquidity and lending supporting c.£85bn AUM\/AUA (Sep 2024) and reduce operational risk. 10+ external research providers and market-data vendors augment investment insights and execution. Professional introducers and external counsel expand client flow and deliver complex cross-border structuring.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003ePartner\u003c\/th\u003e\n\u003cth\u003eRole\u003c\/th\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eCustodians\/Banks\u003c\/td\u003e\n\u003ctd\u003eSettlement\/Liquidity\u003c\/td\u003e\n\u003ctd\u003ec.£85bn AUM\/AUA Sep 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eVendors\/Research\u003c\/td\u003e\n\u003ctd\u003eData\/Insights\u003c\/td\u003e\n\u003ctd\u003e10+ providers\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIntroducers\/Counsel\u003c\/td\u003e\n\u003ctd\u003eFlows\/Structuring\u003c\/td\u003e\n\u003ctd\u003ec.£63.6bn FUMA Sep 2023\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_orange\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-includes\"\u003e\n\u003ch2\u003eWhat is included in the product\u003c\/h2\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Word-Icon.svg\" alt=\"Word Icon\"\u003e\n\u003cstrong\u003eDetailed Word Document\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eA comprehensive, pre-written Business Model Canvas tailored to Rathbone Brothers’ wealth management strategy, detailing customer segments, channels, value propositions and revenue streams across the nine BMC blocks. Includes narrative insights, competitive advantages, linked SWOT analysis and polished presentation-ready layout for investors, boards and strategic planning.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"plus-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Plus-Icon.svg\" alt=\"Plus Icon\"\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-includes\"\u003e\n\u003cdiv class=\"title-row-includes\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Excel-Icon.svg\" alt=\"Excel Icon\"\u003e\n\u003cstrong\u003eCustomizable Excel Spreadsheet\u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-includes\"\u003e\n\u003cp\u003eCondenses Rathbone Brothers’ wealth-management strategy into a digestible one-page snapshot, saving hours of analysis and formatting. Shareable and editable for teams, it quickly identifies core components for boardroom decisions or client-facing briefings.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-2_new_design\"\u003e\n\u003cdiv class=\"frst_big_letter_heading\"\u003e\n\u003ch2\u003e\n\u003cspan class=\"frst_big_letter_letter orange\"\u003eA\u003c\/span\u003e\u003cspan class=\"frst_big_letter_text\"\u003ectivities\u003c\/span\u003e\n\u003c\/h2\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-wrapper orange\"\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDiscretionary portfolio management\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eConstruct, monitor and rebalance tailored multi-asset portfolios aligned to client mandates, reflecting Rathbones' discretionary approach and £59.4bn funds under management and administration as at 31 March 2024. Implement strategic and tactical asset allocation, executing trades to minimise costs and slippage while embedding ESG and bespoke risk constraints across portfolios.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection class=\"sub-highlight-box\"\u003e\n\u003cdiv class=\"sub-highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eFinancial \u0026amp; wealth planning\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"sub-highlight-content\"\u003e\n\u003cp\u003eDeliver holistic planning across tax, retirement, pensions, IHT and cash flow, leveraging Rathbones' integrated teams and managing over £73bn of client assets as at April 2024 to align capital to life-stage liabilities.\u003c\/p\u003e\n\u003cp\u003eInvestment strategy is tailored to clients' goals and liabilities and coordinated with external lawyers and tax advisors to optimise structures and reduce tax drag.\u003c\/p\u003e\n\u003cp\u003ePlans are reviewed regularly with periodic rebalancing and stress-testing as circumstances or markets change.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-2_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Image.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eClient onboarding \u0026amp; suitability\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eConduct KYC\/AML, risk profiling and objectives discovery to produce Investment Policy Statements and mandate terms, with clear reporting preferences and agreed service levels. As of 2024 the FCA continues to require documented suitability assessments under COBS and comprehensive client due diligence. Ensure all regulatory suitability checks and client documentation are complete before mandate execution. Maintain records of preferences, mandates and disclosures for audit and compliance.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"product-orange-section\"\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eInvestment research \u0026amp; risk oversight\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eRathbone Brothers combines bottom-up security analysis with top-down macroviews to drive selection, maintaining approved lists, valuation models and explicit risk budgets. Portfolios undergo regular stress tests and continuous factor-exposure monitoring to manage downside and style concentration. Governance is delivered through investment committees and formal oversight frameworks that set limits, approve exceptions and review outcomes.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003eResearch: bottom-up \u0026amp; top-down\u003c\/li\u003e\n\u003cli\u003eControls: approved lists, models, risk budgets\u003c\/li\u003e\n\u003cli\u003eRisk tests: stress tests, factor monitoring\u003c\/li\u003e\n\u003cli\u003eGovernance: committees \u0026amp; formal oversight\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"product-box-orange-section4\"\u003e\n\u003cdiv class=\"title-row-orange-section\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-2.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eClient reporting \u0026amp; engagement\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"content-row-orange-section blur_box\"\u003e\n\u003cp\u003eClient reporting and engagement delivers periodic valuations, performance and fee transparency, supporting Rathbones’ c.£70bn assets under management and advice in 2024 while enabling informed decisions; advisers host regular reviews to discuss outcomes, market movements and portfolio adjustments; the firm publishes insights, webinars and market commentary and supports timely service via integrated digital platforms and human teams.\u003c\/p\u003e\n\u003cp\u003e\u003c\/p\u003e\n\u003cul class=\"lst_crct\"\u003e\n\u003cli\u003ePeriodic valuations \u0026amp; performance\u003c\/li\u003e\n\u003cli\u003eFee transparency\u003c\/li\u003e\n\u003cli\u003eReview meetings \u0026amp; market updates\u003c\/li\u003e\n\u003cli\u003eInsights, webinars, commentary\u003c\/li\u003e\n\u003cli\u003eDigital + human service channels\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003csection class=\"highlight-box\"\u003e\n\u003cdiv class=\"highlight-icon\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/CANVAS-Content-Activities-Icon-Color-1.svg\" alt=\"Icon\"\u003e\n\u003ch3\u003eDiscretionary multi-asset portfolios — \u003cstrong\u003e£59.4bn\u003c\/strong\u003e, tax \u0026amp; ESG-led governance\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"highlight-content\"\u003e\n\u003cp\u003eConstruct, monitor and rebalance bespoke multi-asset portfolios under discretionary mandates; £59.4bn FUMA (31 Mar 2024) and c.£70bn AUM (2024). Deliver integrated tax, retirement and IHT planning across £73bn client assets (Apr 2024), coordinating external advisers and embedding ESG, risk budgets and FCA COBS suitability checks. Provide reporting, reviews, stress-testing and governance via investment committees.\u003c\/p\u003e\n\u003ctable class=\"tbl_prdct green_head blur_tbl\"\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth\u003eActivity\u003c\/th\u003e\n\u003cth\u003eMetric\u003c\/th\u003e\n\u003cth\u003eDate\u003c\/th\u003e\n\u003c\/tr\u003e\u003c\/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003eDiscretionary FUMA\u003c\/td\u003e\n\u003ctd\u003e£59.4bn\u003c\/td\u003e\n\u003ctd\u003e31 Mar 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eClient assets\u003c\/td\u003e\n\u003ctd\u003e£73bn\u003c\/td\u003e\n\u003ctd\u003eApr 2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eTotal AUM (c.)\u003c\/td\u003e\n\u003ctd\u003e£70bn\u003c\/td\u003e\n\u003ctd\u003e2024\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cbutton class=\"get_full_prdct_green\" onclick=\"get_full()\"\u003e\u003c\/button\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003cdiv class=\"container_new_design\"\u003e\n\u003cdiv class=\"text-section text-1_new_design\"\u003e\n\u003ch2\u003e\n\u003cspan style=\"color: #3BB77E;\"\u003eFull Version Awaits\u003c\/span\u003e\u003cbr\u003e Business Model Canvas\u003c\/h2\u003e\n\u003cp\u003eThe Rathbone Brothers Business Model Canvas you’re previewing is the actual deliverable, not a mockup. When you purchase, you’ll receive this same document in full—ready-to-edit and formatted exactly as shown. Instant download gives you the complete file for presentation or analysis.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"image-section image-1_new_design\"\u003e\n\u003cimg src=\"\/cdn\/shop\/files\/GENERAL-Explore-Preview.svg\" alt=\"Explore a Preview\"\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e","brand":"PortersFiveForce","offers":[{"title":"Default Title","offer_id":56162267791737,"sku":"rathbones-business-model-canvas","price":10.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0914\/5276\/8633\/files\/rathbones-business-model-canvas.png?v=1762698137","url":"https:\/\/portersfiveforce.com\/products\/rathbones-business-model-canvas","provider":"Porter's Five Forces","version":"1.0","type":"link"}