Michael Lofthouse

As a trainee investment manager, I work closely in a team with two senior investment directors and two associate investment directors, providing them with research, report and data management support for their large client base. I specialise in providing detailed analytics for a deeper understanding of the assets within a client's portfolio. By taking a step back to understand the client's current overall financial position, this allows me to identify potential changes to the structure of their portfolio, to suit their requirements and financial objectives, which I then communicate to the investment manager. To ensure the best possible outcome for the clients, I work closely with Rathbones' in-house research team to identify suitable investment opportunities for each client's portfolio, which match their risk profiles and objectives, to enable them to meet their long term financial goals. Along with continuous development through my day-to-day work, I am also working towards gaining my professional qualifications.