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.

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.

Alan Dobbie

Fund manager

Alan Dobbie

Fund manager

London

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Alexandra Jackson

Fund manager

Alexandra Jackson

Fund manager

London

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alfie Hayes

Business Development Director, East of England

Alfie Hayes

Business Development Director, East of England

London

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

Brian McLaughlin

Associate sales director, Scotland and Northern Ireland

Brian McLaughlin

Associate sales director, Scotland and Northern Ireland

London

Brian is associate sales director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the financial adviser community as well as discretionary fund managers. He joined Rathbones in March 2016, having spent three years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.

Brian is associate sales director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the financial adviser community as well as discretionary fund managers. He joined Rathbones in March 2016, having spent three years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.

Bryn Jones

Fixed income fund manager

Bryn Jones

Fixed income fund manager

London

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.  Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014 and 2016; Best SRI Bond Fund at the Money Observer 2015, 2016 and 2017 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over three and five years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. His Rathbone Strategic Bond Fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015 and was highly commended in 2016.

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.  Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014 and 2016; Best SRI Bond Fund at the Money Observer 2015, 2016 and 2017 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over three and five years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. His Rathbone Strategic Bond Fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015 and was highly commended in 2016.

Carl Stick

Fund manager and Executive director

Carl Stick

Fund manager and Executive director

London

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.

Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.

Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.

Chris Ashton

Investment sales executive

Chris Ashton

Investment sales executive

London

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Christie Goncalves

Assistant portfolio manager

Christie Goncalves

Assistant portfolio manager

London

Christie is assistant fund manager in the fixed income team.

Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a Chartered Financial Analyst (CFA) charterholder and holds the Financial Risk Manager qualification.

Christie is assistant fund manager in the fixed income team.

Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a Chartered Financial Analyst (CFA) charterholder and holds the Financial Risk Manager qualification.