Whatever claims may be made about the planned combination of Rathbones and Investec Wealth and Investment (Investec W&I), one fact that cannot be denied is both firms have very similar client bases.
According to data included in the presentations that accompanied the announcement of the planned combination, the bulk of both firms’ business is generated from the core affluent and rich customer segments.
Clients with less than £5 million of assets account for 70 percen...
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