Welcome to the 2plan Rathbones portal
We are proud to be one of the preferred investment partners to 2plan. To support your conversations with clients, we've created a one-stop shop below with content and sales aids relating to our service.
You can also jump straight to the section you're interested in using the 'Quick links'.
Quick links
Model rebalancing
Information for 2plan advisers
Downloads and documents for you and your clients
Welcome
Downloads
Model rebalancing
Platform availability
Meet the team
Downloads
For the 2plan Managed Portfolio Service (MPS)
Adviser-facing brochure
Download the 2plan MPS 'Notes for Financial Advisers' brochure
Client brochure
Download the brochure for clients
Brochures
Factsheets
Performance updates
Model Changes Summary
Value
assessment
Platform Charges Matrix
TCFD reporting
Reporting as part of the Task Force on Climate-related Financial Disclosures
The Financial Stability Board (FSB) created the Task Force on Climate-related Financial Disclosures (TCFD) in 2015 to improve and increase reporting of better climate-related financial information.
The TCFD developed a framework, published in 2017, which primarily aims to ensure that financial risks and opportunities related to climate change become a natural part of companies’ risk management and strategic planning processes.
The disclosures required under TCFD will help investors and others understand how reporting organisations think about and assess climate-related risks and opportunities, ultimately leading to a more efficient allocation of capital to support the climate transition.
Quarterly reports
Next rebalance: 2nd January 2026
Climate-related financial reporting
As part of the Task Force on Climate-related Financial Disclosures (TCFD), we provide reporting on financial risks and opportunities related to climate change.
Access our reports in the "TCFD reporting" tab above.
Platform availability
The 2plan Core range of models* are available on the following platforms:
* The 2plan Income range is available on abrdn, Aegon, Aviva, Fidelity, Quilter and Scottish Widows.
Meet the team
Get in touch with our dedicated team who have worked with advisers for over 25 years and truly understand your role and requirements. Supporting you and your clients we take very seriously. We want to make it as simple as possible to find the correct person to speak to.
IW&I UK TCFD report report for the 2023 calendar year
Rathbones Group TCFD report for the 2023 calendar year
Entity-level reports
In addition to entity-level reporting, under the TCFD Framework, Investec Wealth & Investments UK was also required to produce reports at a product level. The TCFD Product Reports for each of the UK MPS strategies can be downloaded via the links below. These reports will be produced in the Rathbones brand at the next reporting cycle.
Product reports for our MPS strategies
MPS 2plan Adventurous
MPS 2plan Balanced
MPS 2plan Cautious
MPS 2plan Defensive
MPS 2plan Moderately Cautious
Adventurous
Balanced
Balanced Income
Cautious
Cautious Income
Defensive
Moderately Cautious
Moderately Cautious Income
Watch our latest performance update for 2plan advisers
Access a 5-minute summary to share with your clients
Videos
Adventurous
Balanced
Balanced Income
Cautious
Cautious Income
Defensive
Moderately Cautious
Moderately Cautious Income
Factsheets
2plan MPS Model Changes Summary
Download the 2plan MPS Model Changes Summary
2Plan Income MPS Model Changes Summary
Download the 2Plan Income MPS Model Changes Summary
2plan MPS value assessment
Download the 2plan MPS value assessment
Platform Charges Matrix spreadsheet
Download the Platform Charges Matrix spreadsheet
Strategic Partnerships Team
Business Development Directors
MPS Investment Management
London & East Anglia
North
South
Scotland & Northern Ireland
Britt is the Strategic Account Director, responsible for maintaining and developing key strategic partnerships for Rathbones in the UK Financial Adviser marketplace.
Britt Holland-Ellice
Senior Business Development Director – South
Chris Sandford
Business Development Director – London & East Anglia
Mike Kempster
Business Development Director – London & The Midlands
Zane Tibble
Business Development Director – North East
Ian Wolfenden
Strategic Account Manager, Strategic Partnerships
Lee Crowe
Business Development Director – South West
Ed Walker
Business Development Director – South West
Zoë Howard
Business Development Director – South Coast
Leanne Whitter
Investment Director
Andrea Yung
Senior Investment Director
Ronelle Hutchinson
I am responsible for the portfolio management of Rathbones' MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.
Investment Director
Andrea Yung
I am a Senior Investment Director at Rathbones.
I have over 20 years of industry experience. Most recently as a portfolio manager for Investec Wealth & Investment in their South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Senior Investment Director
Ronelle Hutchinson
click to learn more
click to learn more
Contact us
click to learn more
Head of Distribution, Scotland & Northern Ireland
LYNSEY CARSON
Gerry is a business development director and is a key point of contact for financial advisers in the North of England. He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market. He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations. In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner. In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the region.
Business development director
Gerry Lawlor
Joined in May 2023. Business Development Director responsible for Financial Adviser relationships in Scotland and Northern Ireland.
Previously spent 10 years at LGT Wealth Management. Have also held senior positions in Private Banking at Butterfield Private Bank, Coutts, RBS & Natwest Private Banking.
Diploma qualified with the PFS and a Chartered Fellow of the CISI
Head of Distribution, Scotland & Northern Ireland
LYNSEY CARSON
click to learn more
Business Development Director
Gerry Lawlor
click to learn more
DFM Specialist - London
Jake Lewis
click to learn more
Business Development Director - East of England
Alfie Hayes
Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.
Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.
Alfie holds a BA (Hons) Politics degree from the University of Leeds.
Business Development Director - East of England
ALFIE HAYES
Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years and national BDM at Coram Asset Management for a further 2 years.
DFM Specialist - London
Jake Lewis
Drag to view more
Brochures
Brochures
Model Changes Summary
Value assessment
Platform charges
Brochures
Business Development Directors
Head of Strategic Partnerships & Platforms
Business Development Directors
Drag to view more
London & East Anglia
Drag to view more
North
Business Development Directors
Business Development Directors
South
Business Development Directors
Drag to view more
MPS Investment Management
I am responsible for the portfolio management of Rathbones' MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.
Investment Director
Andrea Yung
I am a Senior Investment Director at Rathbones.
I have over 20 years of industry experience. Most recently as a portfolio manager in Investec Wealth & Investment's South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Senior Investment Director
Ronelle Hutchinson
Drag to view more
Access
Access a 5-minute summary to share with your clients
Watch
Watch our latest updates for 2plan advisers
Lee is the Strategic Account Manager, responsible for maintaining and developing key strategic partnerships for Rathbones in the UK Financial Adviser marketplace
Lee Crowe
Steve is the Head of the Strategic Partnership and Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions.
Steve Armitage
Business Development Director – South West
Ed Walker
Business Development Director – South West
Zoë Howard
Business Development Director – South Coast
Leanne Whitter
Drag to view more
