Adrian joined Rathbones in 2004 following completion of his Financial Economics degree. Adrian joined the business as an Investment Manager’s Assistant and following continuing professional development has earned promotion to his current position as Investment Director.
Adrian is a CFA (Chartered Financial Analyst) charter holder and member of the CFA Institute. In addition, Adrian is a chartered member of the CISI (Chartered Institute for Securities and Investment), having attained the Diploma and, as noted above, Adrian has an honours degree in Financial Economics from the University of Liverpool.
Adrian specialises in the management of Charities and Private Clients. Adrian invests in all asset classes on behalf of his clients, but is particularly enthusiastic about equity investments. Adrian is a member of the Group Stock Selection Committee.