Our People

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbones Investment Management International in January 2006.

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 37 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.

Vaughan is an investment director for Rathbones Investment Management International and sits on the company’s Investment Committee.  He joined Rathbones in Jersey in January 2008 and manages a range of private client and trust portfolios for local and overseas clients. Vaughan is a Fellow of the Chartered Institute for Securities and Investment.

Matthew is a client director at Rathbones Investment Management International. He has worked in the private client investment management industry for over 35 years, most recently as a director of Cazenove Capital in Jersey. In that time he has worked closely with trust companies, consultants, individuals and their advisers providing solutions in investment management, banking and debt structuring.

Matthew is a Chartered Member of the Chartered Institute for Securities and Investment. He holds the Diploma in Company Direction from the Institute of Directors, a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing, and the Banking Diploma from the Chartered Institute of Bankers.

Tim is an investment director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations. He also sits on the Group Collectives Committee helping oversee research and selection of ‘best of breed’ funds.

Tim began his career in 1998 with the Bank of New York in London and moved to Jersey in 1999 to join Cater Allen Investment Management, which was acquired by Close International Asset Management in 2001. He was responsible for managing private client investment portfolios and was part of the investment team that managed the award-winning multi-manager, multi-asset Close All Weather Fund.

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.

Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Joel is an investment director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute. In his spare time, he runs courses helping candidates preparing for their CFA exams.

Joel began his finance career in 2005 as a commercial wealth manager with HSBC in Leeds and Jersey. In 2010 he moved to Barclays Bank Offshore, and was responsible for the management of the Barclays ‘International Funds’ discretionary portfolios for international clients, trusts and charities. Joel moved to Smith & Williamson in 2015 as a senior portfolio manage and joined Rathbones at the start of 2019.

Ben joined Rathbones Investment Management International in Jersey in May 2019. He is a client manager with responsibility for the growth of the overseas institutional and private client base with an emphasis on the Middle East. Ben, who graduated from Swansea University with a BSc in Mathematics, began his finance career in 2011 at NatWest Offshore in Jersey, where he was an international wealth manager. He subsequently managed a portfolio of high net worth clients at HSBC Expat; and most recently he worked at Brooks Macdonald International as a client manager with a focus on private clients in the Middle East.

Ben is a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with merit. He holds the CISI Investment Advice Diploma (IAD) and the CISI Islamic Finance Qualification. He has recently passed the first paper of the Chartered Financial Analyst (CFA) qualification and plans to continue his studies.