How we work with wealth managers
We work with you, offering specialist investment portfolios
Whether your clients need to grow their capital for future generations, build up their retirement pot, or manage their investments against current and future risks, we have well-established processes and a proven track record to help you manage your investments.

A long-term partner focused on helping you
We pride ourselves on personable, long-term relationships with our clients. We are keen to meet or talk with you and develop an in-depth understanding of your needs, so that we can offer you the most appropriate products and services that suit your clients’ needs.
You have access to dedicated relationship teams who can ensure that all your questions about our funds and services are answered. Where appropriate, we are also flexible to work with you in building specific solutions for your clients’ needs.
Your needs inform the way we structure our services. We have in-house teams specialising in equities, as well as macro and multi-asset alternative investment solutions, and derivatives management. Our pooled funds include:
Specialist UK Funds

Specialist UK funds
Specialist UK funds which invest for income, growth and total return, alongside strategies for smaller companies and microcap investments.
International equities

International equities
International equities including European, emerging market and global funds.
Macro and multi-asset based products

Macro and multi-asset based products
Macro and multi-asset based products that may include equities, fixed income, credit, property, cash and currencies.
Latest perspectives
February 2022 commentary – James Sym
February 2022 commentary – James ...
James Sym, portfolio manager of the ES R&M European Fund, takes a look at the…
4 min readESG investing – the right way?
ESG investing – the right ...
Everyone is talking about ESG in 2022. But is the current approach fit for purpose?
3 min readFinding optimism amongst uncertainty
Finding optimism amongst uncertainty
Post the Global Financial Crisis (GFC) and Brexit, UK equities, specifically the FTSE 100, have…
2 min readR&M Emerging Markets ILC Equity Fund – February 2022
R&M Emerging Markets ILC Equity ...
R&M's Head of Emerging Markets, Al Bryant, provides an update on the fund.
Learn more