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.
Tim Shaw
Investment director
Tim Shaw
Investment director
London
Tim joined Rathbones in 2018 as an investment director. He is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.
Tim graduated in 2000 with a bachelors in Mechanical Engineering and after a brief period in the military, started his investment management career in 2002. Tim spent equal time at Charles Stanley and Killik before joining HSBC Global Asset Management in 2011 where he was the regional head for London representing Discretionary Wealth Management. Throughout his investment management career, Tim’s focus has been on investments for private individuals, their pensions and family trusts.
Tim joined Rathbones in 2018 as an investment director. He is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.
Tim graduated in 2000 with a bachelors in Mechanical Engineering and after a brief period in the military, started his investment management career in 2002. Tim spent equal time at Charles Stanley and Killik before joining HSBC Global Asset Management in 2011 where he was the regional head for London representing Discretionary Wealth Management. Throughout his investment management career, Tim’s focus has been on investments for private individuals, their pensions and family trusts.
Tim Woodhead
Regional director
Tim Woodhead
Regional director
Liverpool
Tim is a regional director responsible for Rathbones' Investment Management business in Liverpool.
He started his investment career in 1994 initially with Neilson Cobbold which was acquired by Rathbones in 1996. Prior to this Tim served eight years in the Army with the 9th/12th Royal Lancers.
Tim is a Chartered Fellow of the Chartered Institute for Securities and Investment. He manages a wide variety of client portfolios including private clients, trusts, pension funds and charitable trusts on a segregated basis. Tim was a member of the Group Stock Selection Committee from 2002 to 2017 and chairman of trustees for the Rathbone pension scheme from 2006 to 2018, he is also involved with the Financial Advisor Specialist Group. Tim was appointed as a non-executive director for the Invesco Income Growth Trust plc on 3rd April 2018.
Tim is a regional director responsible for Rathbones' Investment Management business in Liverpool.
He started his investment career in 1994 initially with Neilson Cobbold which was acquired by Rathbones in 1996. Prior to this Tim served eight years in the Army with the 9th/12th Royal Lancers.
Tim is a Chartered Fellow of the Chartered Institute for Securities and Investment. He manages a wide variety of client portfolios including private clients, trusts, pension funds and charitable trusts on a segregated basis. Tim was a member of the Group Stock Selection Committee from 2002 to 2017 and chairman of trustees for the Rathbone pension scheme from 2006 to 2018, he is also involved with the Financial Advisor Specialist Group. Tim was appointed as a non-executive director for the Invesco Income Growth Trust plc on 3rd April 2018.
Tom Smyth
Investment director
Tom Smyth
Investment director
London
Tom is a Chartered Fellow of the Securities and Investment Institute and a Chartered Wealth Manager. He is part of the team that transferred to Rathbones from Deutsche Bank in May 2014 and before Deutsche Bank Tom was a private client manager at Brown Shipley.
As an investment director, Tom manages portfolios for private clients, pension funds, charities and trusts. He holds a MSc in Industrial Relations from Manchester Business School and a BSc in Management Studies from the University of Manchester (UMIST).
Tom is a Chartered Fellow of the Securities and Investment Institute and a Chartered Wealth Manager. He is part of the team that transferred to Rathbones from Deutsche Bank in May 2014 and before Deutsche Bank Tom was a private client manager at Brown Shipley.
As an investment director, Tom manages portfolios for private clients, pension funds, charities and trusts. He holds a MSc in Industrial Relations from Manchester Business School and a BSc in Management Studies from the University of Manchester (UMIST).
Tomas Owen-Jones
Investment director
Tomas Owen-Jones
Investment director
Kendal
Tomas Owen-Jones joined Rathbones in 2018 having previously worked for Border Asset Management. He began his career as a financial planner in 2011, before moving to work as an Investment Manager in 2012.
Tomas graduated from the University of Liverpool, where he gained his Economics Degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.
Based in the Kendal office, Tomas manages a range of private client, trust, pension and company portfolios.
Tomas Owen-Jones joined Rathbones in 2018 having previously worked for Border Asset Management. He began his career as a financial planner in 2011, before moving to work as an Investment Manager in 2012.
Tomas graduated from the University of Liverpool, where he gained his Economics Degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.
Based in the Kendal office, Tomas manages a range of private client, trust, pension and company portfolios.
Tony Milner
Investment director
Tony Milner
Investment director
Lymington
Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012.
Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012.
Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Tony Smith
Investment director
Tony Smith
Investment director
Glasgow
Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.
Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.
Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Tony Tomaselli
Investment director
Tony Tomaselli
Investment director
Liverpool
Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management). After joining Neilson Cobbold in Liverpool, a long-established firm in the City, Tony continued his responsibilities to his clients with Rathbones as an qualified investment director in the mid 1990’s and manages beneficial long-term client and intermediary relationships, specialising in providing bespoke investment solutions for self-invested personal pensions (SIPPs)/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and charities.
Tony is married and lives on the Wirral, Cheshire with two grown-up daughters and pursues his active interests in classic cars, cycling, gardening and DIY.
Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management). After joining Neilson Cobbold in Liverpool, a long-established firm in the City, Tony continued his responsibilities to his clients with Rathbones as an qualified investment director in the mid 1990’s and manages beneficial long-term client and intermediary relationships, specialising in providing bespoke investment solutions for self-invested personal pensions (SIPPs)/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and charities.
Tony is married and lives on the Wirral, Cheshire with two grown-up daughters and pursues his active interests in classic cars, cycling, gardening and DIY.
Vicki Linton
Investment director
Vicki Linton
Investment director
Glasgow
Vicki graduated from the University of Strathclyde in 2007 with a degree in Mathematics. After spending a couple of years working with a smaller financial firm in Glasgow, she joined Speirs & Jeffrey in April 2010. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. She was appointed an Investment Director in January 2018 and manages a wide range of client portfolios. Vicki also sits on the Glasgow Management Committee and is head of the ‘Pink Cloud’ in our Glasgow office.
Vicki is a CFA (Chartered Financial Analyst) charterholder and Chartered Member of the Chartered Institute for Securities & Investment. Vicki is also CISI industry specialist and sits on the exam panel for the Private Client Investment Advice and Management exam.
Vicki graduated from the University of Strathclyde in 2007 with a degree in Mathematics. After spending a couple of years working with a smaller financial firm in Glasgow, she joined Speirs & Jeffrey in April 2010. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. She was appointed an Investment Director in January 2018 and manages a wide range of client portfolios. Vicki also sits on the Glasgow Management Committee and is head of the ‘Pink Cloud’ in our Glasgow office.
Vicki is a CFA (Chartered Financial Analyst) charterholder and Chartered Member of the Chartered Institute for Securities & Investment. Vicki is also CISI industry specialist and sits on the exam panel for the Private Client Investment Advice and Management exam.
Victoria Hoskins
Greenbank Head of Charities
Victoria Hoskins
Greenbank Head of Charities
London
Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements.
Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.
Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team. From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre.
Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements.
Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.
Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team. From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre.