Rathbones: A pre-eminent brand of unrivalled cachet

Rathbones are a leading wealth management firm with an exceptional aura. They have built and sustained an esteemed brand in a sector undergoing rapid change. And as an expert advisory firm, they understand the value of communications as part of the client experience. They know it pays to invest in world-class design. In a high-net worth relationship business, details matter. Over many years, Rathbones have turned to us for support in getting the design details right. We have been their retained advisers for a decade, working across brand publishing, communications and client experience design. Our work has included re-designing client on-boarding and advisor communications, stakeholder publishing and client documentation design. Together, we have worked collaboratively on key touchpoints across the client lifecycle of the wealth management experience. We have delivered noteworthy value. Whilst most of our work must remain confidential, we have produced significant performance improvements resulting in major efficiency savings and improved client satisfaction. Our approach has balanced the rigour of meeting commercial requirements in a heavily regulated and privacy centred industry with the empathy required to design for high-net worth clients.