Our People

Richard is a graduate of the London School of Economics and has been working within the financial services industry since 2007. Since joining Rathbones in January 2009 he has successfully obtained Chartered status and is now a Fellow of the Personal Finance Society.  Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.

Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.

Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Richard’s career began in management consultancy before a career change saw him join Killik & Co in Mayfair in 2010. Richard then joined Duncan Lawrie in 2014 and, prior to joining Rathbones, he was a Partner at Smith & Williamson, having joined the business in 2016.

Richard graduated from the University of Bristol with a first class honours degree and holds the Chartered Wealth Manager qualification.

Robert joins us as an investment director from Taylor Young Investment Management Ltd and manages a range of private client, trust, charity and SIPP portfolios.

Robert began his career at Scrimgeour Kemp-Gee Ltd in 1982 before moving to Greig Middleton in 1991 and subsequently joining Taylor Young Investment Management Ltd in 2004. Robert is a Chartered Member of the Chartered Institute for Securities & Investment.

Robert is an Investment Director and he has over 25 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities.

After graduating from University and RMA Sandhurst Robert served as an Army Officer for four years before joining the City stockbrokers Laurence Keen that was acquired by Rathbones in 1995. He is qualified as a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment.  Robert has had a number of senior leadership roles within the business and spent 12 years on the Executive and Management Committees.

Robert is an Alderman of the City of London and Past Master of the Guild of Investment Managers.  He is also on the Boards of the Chartered Institute for Securities & Investment and the Impact Investing Institute.

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage.

Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.

Bob is an Investment Director having joined Rathbones in October 2000 and becoming a Director for the Group in 2007. He is a Fellow of the Chartered Institute for Securities and Investment and runs a team that manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts.

In 2019 he was shortlisted in the ‘Future Leader in Private Client’ category at Spear’s Wealth Management Awards. He went on to be categorised as “Top Recommended” by Spears in 2022, 2023 and 2024.

In 2015 Bob helped launch the Rathbones’ international team which manages Sterling, Euro and Dollar portfolios for clients of international advisers; the team was named Best International Discretionary Fund Manager at the annual International Investment Awards in 2017, 2018 and 2019.
Furthermore, Bob is responsible for communicating Rathbones' investment views to the media and is regularly quoted in the national press.

Robert joined Rathbones in 2017 as an investment director and has over 15 years of investment management experience. He began his career in 2000, working for a number of regional stockbrokers before spending 13 years at Brown Shipley in their Manchester office.

Rob is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Accounting.

At Rathbones, Rob is responsible for managing multi-asset investment portfolios for  private individuals, trustees, and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

After gaining his investment qualifications at Coutts he then moved to the Private Client division of Invesco Perpetual as investment director and was responsible for the integration of Perpetual’s Private Client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their Private Client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.

Finally, Jupiter sold their Private Client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.