Key Offerings
Model Portfolio Service
Our Model Portfolio Service is designed to complement your financial advisory process by delivering professional, ongoing investment management. Through our MPS, we aim to:
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Help your clients achieve their long-term investment objectives.
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Provide robust portfolio oversight and strategic asset allocation.
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Free up your time so you can focus on delivering personalised financial planning and advice.
By partnering with RBIM, you gain access to institutional-quality investment expertise, governance, and risk management — all within a streamlined solution that supports adviser efficiency and client outcomes.
Risk-Aware Investment Strategies
We actively manage our portfolios to ensure they remain within clearly defined risk parameters, providing consistency and confidence for both advisers and clients. Each portfolio is constructed and monitored against its designated risk level, with ongoing oversight to maintain alignment even as market conditions evolve. To support advisers in translating these risk levels into their own advice frameworks, our Model Portfolio Service (MPS) is mapped to Defaqto risk ratings. This alignment enables seamless integration with widely used risk profiling tools, making it easier for you to match our portfolios to your clients’ agreed risk profiles. By combining disciplined risk management with transparent benchmarking, we help you deliver advice that is both compliant and client-focused.
Communication Strategy
Our communication strategy is designed to simplify processes and reduce administrative burdens for professional advisers. We provide timely, relevant updates on market developments and portfolio performance in a clear, concise format that supports your client conversations. By delivering information that is actionable and easy to integrate into your advice process, we help you stay informed without overwhelming you with unnecessary detail. This approach ensures that every update adds genuine value to your client meetings, enabling you to focus on delivering personalised advice while maintaining confidence in the investment solutions you recommend.
Our Investment Strategies
RBIM Explorer Portfolio Range
The RBIM Explorer range is designed to deliver investment outcomes that align with each investor’s chosen level of risk, as defined by equity risk bands. Our objective is to maximise returns within the appropriate risk category while maintaining strict adherence to client objectives and investment timeframes. To achieve this, we apply continuous monitoring and in-depth analysis, ensuring every portfolio remains suitable and compliant.
Explorer portfolios are ideal for investors seeking a cost-effective solution that blends the efficiency of passive strategies with the potential of high-quality active management. We select active managers with a proven ability to outperform relevant benchmarks over the medium to long term, while using passive funds where they provide optimal value and market exposure.
Our Investment Approach
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Passive Funds: Incorporated where appropriate to deliver cost efficiency and broad diversification.
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Active Funds: Applied where we believe there is a strong opportunity to generate superior returns or where passive options are unavailable.
Risk and Return Profile
Portfolios within the Explorer range are structured to reflect varying levels of risk. Higher-risk portfolios offer greater potential for upside returns but also carry increased volatility and the possibility of larger drawdowns during market downturns. Each portfolio is carefully calibrated to its risk band to ensure consistency and suitability.
Diversification at the Core
Every Explorer portfolio provides multi-layered diversification across:
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A range of underlying funds
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Multiple asset classes
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Different fund managers
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Global regions and sectors
This approach helps manage risk while positioning portfolios for long-term growth and resilience.
About RBIM
RBIM Investment Management was built on experience and a commitment to doing things better. Before becoming a discretionary fund manager, we spent many years operating advisory model portfolios within the financial advice space. Those years taught us invaluable lessons — how to design risk-based strategies that clients could understand, how to provide advisers with meaningful investment insight, and how to adapt portfolios through changing market conditions.
As regulation evolved and governance expectations increased, the demands on time, oversight, and compliance grew significantly. What once felt agile and efficient began to feel constrained. Rather than compromise on quality or dilute our process, we made a strategic decision: to formalise what we already did best.
RBIM Investment Management was the natural next step. We took everything that defined our success — deep investment insight, trusted adviser relationships, and an outcomes-first philosophy — and embedded it within a robust discretionary structure. This approach enhances efficiency, strengthens governance, and reduces complexity for advisers, clients, platforms, and investment partners.
Today, RBIM offers Model Portfolio Solutions (MPS) rooted in real-world experience and shaped by more than a decade of practical application. Our solutions combine disciplined investment management with operational simplicity, enabling advisers to deliver exceptional client outcomes with confidence.
Get in Touch
Feel free to reach out to us for any inquiries or to explore our discretionary portfolio management services further.
Contact Us Today
Risk Disclosure
RBIM Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA), Firm Reference Number: 1035655. Registered in England and Wales. Company Number: 16333138. Registered Office: Greville House, 10 Jury Street, Warwick, Warwickshire, England, CV34 4EW
The value of investments may fall as well as rise. Past performance is not a reliable guide to future returns. Your capital is at risk.
This website is intended only for professional clients and eligible counterparties, as defined under the Markets in Financial Instruments Directive II (MiFID II). If you are a retail client, please seek independent financial advice before making investment decisions. Errors and Omissions Excepted (E&OE).