Rathbone signs with Charles River

Rathbone Funds (Rathbone Unit Trust Management Ltd), the UK-based subsidiary of Rathbones Group Plc, has selected the Charles River Investment Management Solution to support its equity, fixed income and multi-asset portfolio management, including managing its securities and investment data on the State Street Alpha Data Platform.

Mike Webb, chief executive of Rathbone Unit Trust Management Ltd, said: “Our assets under management have grown from GBP1.09bn (USD1.4bn) to GBP13bn (USD17bn) in just over 10 years, creating a need for us to re-evaluate business requirements and select an investment and data platform capable of supporting future growth. We are excited to adopt Charles River IMS for managing our portfolios and to leverage Alpha Data Platform as a centralised security master across asset management business lines. Charles River IMS is an integral part of our digital transformation, helping us grow the business, bring on new products to market faster and better serve our clients.”

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