Our People

My team’s role is to ensure our clients’ needs are met by Rathbones’ full range of financial planning and investment management solutions.
We deliver this service by drawing on expert professionals within Rathbones who have extensive experience of supporting clients across a very wide spectrum of requirements. These often vary according to life stage, quantum of wealth, particular areas of interest such as responsible investment and perhaps planning for the future well-being of their families.

We create bespoke solutions to each client’s circumstances, we are advisory driven rather than looking to sell products and put the clients’ needs first rather any internal profit motive.

All of this can be delivered close to our clients’ homes as we can draw on 14 offices across the UK and Jersey ensuring proximity to our local professionals.

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Jake joined Rathbones in 2020.  He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria.  He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.  

Jake is a member of the Chartered Institute for Securities and Investment.

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team. 

Oliver joined the Private Office of Rathbones in 2019 as a client director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.

Prior to joining Rathbones, Oliver was a private wealth advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.

Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.

Colin joined Rathbones in 2016 with a focus on advising clients with complex financial planning needs. In 2019 he was appointed as client development director responsible for ensuring that our clients benefit from our wide range of professional services. In January 2022 he was appointed as head of business development for Greenbank with the responsibility of directing the organic growth of our ethical, sustainable and impact business and ensuring that we deliver optimal investment solutions to our clients wishing to avoid harm and make a positive impact with their wealth.

Before joining Rathbones in 2016, Colin was a director at Coutts and HSBC International, advising internationally mobile and non-domicile clients on country-specific tax solutions and excluded property trusts.  Furthermore, with RBS International he was a key figure responsible for supporting the group’s growth ambitions in establishing a Middle East wealth management office in Dubai and Abu Dhabi.

Colin is a Chartered Financial Planner, a Chartered Wealth Manager, a Fellow of the Personal Finance Society and a Fellow of the Chartered Institute for Securities and Investment.