Our team for charities
Our investment managers are passionate about what they do. Many of the team are involved with charities outside work and are trustees themselves.
You can view a list of our charity investment management team below. For contacts in our regional offices, please select your nearest office location.
James Parry
Investment Manager
James Parry
Investment Manager
London
James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.
James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.
James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.
James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.
James Pettit
Investment director
James Pettit
Investment director
London
James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds. James is also a formal mentor within the Group, with a particular interest in helping graduates at the start of their investment management careers.
James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds. James is also a formal mentor within the Group, with a particular interest in helping graduates at the start of their investment management careers.
Jane Wilcock
Investment director
Jane Wilcock
Investment director
London
Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.
She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.
Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.
Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.
She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.
Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.