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.
Connor Spence
Assistant investment manager, Rathbones Investment Management International
Connor Spence
Assistant investment manager, Rathbones Investment Management International
Jersey
Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.
Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.
Max Rogers
Assistant investment manager, Rathbones Investment Management International
Max Rogers
Assistant investment manager, Rathbones Investment Management International
Jersey
Max joined Rathbones in September 2020. Max has a degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School. Max began his career in 2019 working at STANLIB Fund Managers in Jersey, where he worked on the multi-manager team assisting with fund research and fund analysis across all asset classes. Max holds the CISI Investment Advice Diploma and is studying towards the Level 7 Chartered Wealth Manager qualification.
Max joined Rathbones in September 2020. Max has a degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School. Max began his career in 2019 working at STANLIB Fund Managers in Jersey, where he worked on the multi-manager team assisting with fund research and fund analysis across all asset classes. Max holds the CISI Investment Advice Diploma and is studying towards the Level 7 Chartered Wealth Manager qualification.
Helen van Heesewijk
Associate sales director
Helen van Heesewijk
Associate sales director
London
Helen is an associate sales director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Helen is an associate sales director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Nicholas Elliott
Associate sales director, London
Nicholas Elliott
Associate sales director, London
London
Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Neil Kerry
Associate sales director, North
Neil Kerry
Associate sales director, North
London
Neil is an associate sales director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years' experience in sales.
Neil is an associate sales director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years' experience in sales.
Huw O'Dell
Senior investment sales executive
Huw O'Dell
Senior investment sales executive
London
Huw is a Senior Investment Sales Executive, focused on building relationships with financial advisers, wealth managers and discretionary fund managers in the north of England, as well as overseeing a number of key national strategic relationships.
Prior to joining Rathbones, Huw held operational and relationship management roles at Northern Trust and Allfunds Bank.
Huw holds a BA (Hons) degree in Humanities from the University of Brighton.
Huw is a Senior Investment Sales Executive, focused on building relationships with financial advisers, wealth managers and discretionary fund managers in the north of England, as well as overseeing a number of key national strategic relationships.
Prior to joining Rathbones, Huw held operational and relationship management roles at Northern Trust and Allfunds Bank.
Huw holds a BA (Hons) degree in Humanities from the University of Brighton.
Andrew Austin
Associate sales director, East
Andrew Austin
Associate sales director, East
London
Andy is an associate sales director at Rathbones, responsible for the South and the East Midlands. He joined Rathbones in September 2014, having spent over two years as a senior client relationship manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Andy is an associate sales director at Rathbones, responsible for the South and the East Midlands. He joined Rathbones in September 2014, having spent over two years as a senior client relationship manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Arron Silk
Associate sales director, South
Arron Silk
Associate sales director, South
London
Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Michael Cumberlidge
Equity investment specialist
Michael Cumberlidge
Equity investment specialist
London
Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.
Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.
Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.
Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.