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.

Trevor Harris

Managing Director

Trevor Harris

Managing Director

London

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Abby Hughes

Trust Administrator

Abby Hughes

Trust Administrator

London

Abby recently graduated with a first class History degree from the University of Birmingham and has since begun their career with Rathbones Trust Company in 2023. Abby assists case managers with their administrative tasks.

Abby recently graduated with a first class History degree from the University of Birmingham and has since begun their career with Rathbones Trust Company in 2023. Abby assists case managers with their administrative tasks.

Alanna Mok

Tax manager

Alanna Mok

Tax manager

Liverpool

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alex Richmond

Director

Alex Richmond

Director

Liverpool

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals. 

Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities. 

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals. 

Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities. 

Anna Frost

Trust director

Anna Frost

Trust director

London

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters.  Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015.  Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.  

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters.  Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015.  Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.  

Bruce Newbigging

Director

Bruce Newbigging

Director

London

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

Carol Xi

Senior tax manager

Carol Xi

Senior tax manager

Liverpool

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

James Hurrell

Director

James Hurrell

Director

London

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

John Duffy

Senior trust manager

John Duffy

Senior trust manager

Liverpool

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP).

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP).