Our People
Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.
Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.
Nick Forbes
Graduate trainee
Nick Forbes
Graduate trainee
London
Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.
Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.
Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.
Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.
Nick Liddle
Investment director
Nick Liddle
Investment director
Edinburgh
Nick is an investment director with responsibility for the bespoke investment management of portfolios for private clients and their trusts, self invested personal pensions (SIPPs) and charities. He has over 25 years' investment experience having started his financial career with the Edinburgh stockbrokers, Bell Lawrie, subsequently Brewin Dolphin, where he rose to become a divisional director. His responsibilities there included being a trustee of both the Defined Benefit and Defined Contribution company pension schemes and also a founding member of the Asset Allocation Committee.
Nick is an investment director with responsibility for the bespoke investment management of portfolios for private clients and their trusts, self invested personal pensions (SIPPs) and charities. He has over 25 years' investment experience having started his financial career with the Edinburgh stockbrokers, Bell Lawrie, subsequently Brewin Dolphin, where he rose to become a divisional director. His responsibilities there included being a trustee of both the Defined Benefit and Defined Contribution company pension schemes and also a founding member of the Asset Allocation Committee.
Nick Rich
Financial planner
Nick Rich
Financial planner
London
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Nick Roe-Ely
Investment director
Nick Roe-Ely
Investment director
Liverpool
Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career with Tilney & Co, in Liverpool, where he spent 24 years. He joined Rathbones in 2011 after spending time as head of asset management with an investment boutique and with J O Hambro Capital Management in London. He was elected a member of the London Stock Exchange in 1986 and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Although Nick specialises in the management of private clients, trusts, pensions and charities he is also a highly experienced US and global equities fund manager. A past Citywire Cover Star and a two time winner at the Lipper Citywire All Star Awards he has considerable experience working with national media and the trade press, both in the UK and USA. He contributes to the Rathbone investment process being a member of the International Equities Committee and is a member of Rathbones Adviser Specialist Group.
Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career with Tilney & Co, in Liverpool, where he spent 24 years. He joined Rathbones in 2011 after spending time as head of asset management with an investment boutique and with J O Hambro Capital Management in London. He was elected a member of the London Stock Exchange in 1986 and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Although Nick specialises in the management of private clients, trusts, pensions and charities he is also a highly experienced US and global equities fund manager. A past Citywire Cover Star and a two time winner at the Lipper Citywire All Star Awards he has considerable experience working with national media and the trade press, both in the UK and USA. He contributes to the Rathbone investment process being a member of the International Equities Committee and is a member of Rathbones Adviser Specialist Group.
Nicola Carey
Client Service Executive
Nicola Carey
Client Service Executive
London
Nicola joined Rathbones in 2022 as a Client Service Executive, with the responsibility of providing administrative and investment support to the team and their clients. Prior to Rathbones, Nicola worked as a Portfolio Assistant at Brooks Macdonald for 7 years, working with both private clients and financial advisers.
Nicola graduated university with a 2.1 honours degree in Business and Management and is working towards completing the Investment Advice Diploma.
Nicola joined Rathbones in 2022 as a Client Service Executive, with the responsibility of providing administrative and investment support to the team and their clients. Prior to Rathbones, Nicola worked as a Portfolio Assistant at Brooks Macdonald for 7 years, working with both private clients and financial advisers.
Nicola graduated university with a 2.1 honours degree in Business and Management and is working towards completing the Investment Advice Diploma.
Nicola Day
Deputy Head of Greenbank
Nicola Day
Deputy Head of Greenbank
Bristol
Nicola Day is an investment director with over twenty years experience in managing bespoke portfolios for private clients, charities and pensions. Nicola has a BSc (Hons) in economics and an MSc in corporate governance and ethics. She is also a chartered fellow of the Chartered Institute for Securities and Investment.
Nicola joined Greenbank in August 2006 from Gerrard Investment Management Limited where she was head of the ethical division for six years. Prior to this she spent twelve years as an investment manager at HSBC Investment Management, formerly James Capel.
Nicola Day is an investment director with over twenty years experience in managing bespoke portfolios for private clients, charities and pensions. Nicola has a BSc (Hons) in economics and an MSc in corporate governance and ethics. She is also a chartered fellow of the Chartered Institute for Securities and Investment.
Nicola joined Greenbank in August 2006 from Gerrard Investment Management Limited where she was head of the ethical division for six years. Prior to this she spent twelve years as an investment manager at HSBC Investment Management, formerly James Capel.
Nicola Vincenti
Client service executive
Nicola Vincenti
Client service executive
London
Nicola is a client service executive for James Mayes and James Campbell-Grey, having worked at Rathbones for five years, and has responsibility in her cloud for coordinating marketing events. She is also a mental health first aider and a member of the company’s Diversity Committee. She previously managed a team in the research distribution department at Barclays Capital and worked in marketing at several institutional asset managers, including Deutsche Morgan Grenfell. She studied Italian and Classical History at Leeds University, and is fluent in Italian.
Nicola is a client service executive for James Mayes and James Campbell-Grey, having worked at Rathbones for five years, and has responsibility in her cloud for coordinating marketing events. She is also a mental health first aider and a member of the company’s Diversity Committee. She previously managed a team in the research distribution department at Barclays Capital and worked in marketing at several institutional asset managers, including Deutsche Morgan Grenfell. She studied Italian and Classical History at Leeds University, and is fluent in Italian.
Nicole Stocker
Trust Banking and Financial Control Manager
Nicole Stocker
Trust Banking and Financial Control Manager
London
Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994. She works in the London Trust department and also assists the Legal Team. She is in charge of all the Company client accounts and prides herself on her attention to detail.
Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.
Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994. She works in the London Trust department and also assists the Legal Team. She is in charge of all the Company client accounts and prides herself on her attention to detail.
Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.
Nigel Reynoldson
Investment director
Nigel Reynoldson
Investment director
London
Nigel began his career in the City in 1974, moving into financial services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange.
During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbone Investment Management in June 2014.
Nigel began his career in the City in 1974, moving into financial services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange.
During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbone Investment Management in June 2014.