Stephen Bennett

Stephen is an investment director managing a wide range of portfolios across a broad spectrum of client types including private clients, pension funds, trusts, companies and charities. He has particular expertise managing portfolios introduced by professional intermediaries, particularly financial advisers.  Stephen is Chair of Rathbones’ Financial Adviser Investment team. The purpose of this team is to generate guidance portfolios for fund managers to use when building strategies for clients whilst also communicating Rathbones’ service and investment expertise to the financial adviser marketplace. Stephen is one of Rathbones’ specialist investment speakers and has extensive experience of public speaking, both at in-person meetings and conferences, as well as through digital platforms.

Prior to beginning a career in investment management Stephen was a professional rugby player with Exeter Chiefs. Today Stephen is a member of the leadership team of Andover Baptist Church and acts as one of the trustees of the charity. He continues to have a keen interest in outdoor pursuits and leads a local Open Award Centre offering young people the opportunity to complete their Duke of Edinburgh Award. Stephen holds an MA Finance and Investment from the University of Exeter and is a Chartered Fellow of the Chartered Institute of Securities and Investment.