UK $207 Billion Wealth Manager Rathbones Group Terminated $61 Million (£45 Million) Contract (Client Lifecycle Management) with United States Technology Provider InvestCloud Due to Misleading Capabilities, Rathbones Group Announced to Replace InvestCloud with Salesforce in 2026 January, Rathbones Group & InvestCloud Announced Contract in 2024
25th April 2026 | Hong Kong
UK wealth manager Rathbones Group ($207 billion AUM) has terminated a $61 million (£45 million) contract (Client Lifecycle Management) with United States technology provider InvestCloud due to alleged misleading capabilities. In 2026 January, Rathbones Group announced to replace InvestCloud with Salesforce. Rathbones Group & InvestCloud announced the contract in 2024. Announcement (7/8/24): “InvestCloud, a global wealth and asset management solutions provider, successfully launched its Client Lifecycle Management (“CLM”) platform in partnership with Rathbones Group Plc (“Rathbones”), a leading UK wealth manager. By leveraging InvestCloud’s single modular solution, Rathbones benefits from differentiated digital capabilities that will enhance the Group’s client onboarding and servicing experience. Supporting Rathbones’ business today, as well as its upcoming integration of Investec Wealth and Investment (UK), InvestCloud provides a scalable and secure platform featuring centralised lead and prospect management, onboarding and servicing capabilities. Through this partnership, InvestCloud will enable Rathbones to support its growth ambition, improve the quality of its data and create greater operational efficiency, giving Rathbones’ teams more time to focus on client-facing activities.” Rathbones – Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. InvestCloud – InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
“ UK $207 Billion Wealth Manager Rathbones Group Terminated $61 Million (£45 Million) Contract (Client Lifecycle Management) with United States Technology Provider InvestCloud Due to Misleading Capabilities, Rathbones Group Announced to Replace InvestCloud with Salesforce in 2026 January, Rathbones Group & InvestCloud Announced Contract in 2024 “
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UK $207 Billion Wealth Manager Rathbones Group Terminated $61 Million (£45 Million) Contract (Client Lifecycle Management) with United States Technology Provider InvestCloud Due to Misleading Capabilities, Rathbones Group Announced to Replace InvestCloud with Salesforce in 2026 January, Rathbones Group & InvestCloud Announced Contract in 2024
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