Our People

Clive was appointed as chair on 12 January 2021.

He started his career as a banker at First National Bank of Boston in 1981 in Boston and London, and in 1984, he joined Booz Allen & Hamilton as an associate and became a partner in the financial consulting practice in 1990.

In 1994, Clive joined HSBC Investment Bank as Director and Head of Planning and Strategy in London with a remit to help with the integration of part of James Capel. He moved to New York in 1996 to be the deputy CEO of HSBC Inc and Head of Investment Banking in the US. In 1999, he was appointed Chief Executive of HSBC Group Private Banking and subsequently became Group General Manager in July 2001, and Group Managing Director in 2006 on the Executive Committee, of Group Insurance and Asset Management at HSBC Holdings Plc. In 2011, Clive was recruited as group CEO of the Phoenix Group, the UK’s largest life and pensions consolidator. During his time at Phoenix Group, a series of successful acquisitions were made, including AXA Wealth, Sun Life, Standard Life Assurance and the acquisition of ReAssurance from Swiss Re.  Clive is currently a chairman of the Museum of London.

Paul was appointed chief executive in May 2019, having served as managing director of Rathbones Investment Management from May 2018. He was previously group finance director from 2008 to April 2019.

Paul qualified as a chartered accountant with PriceWaterhouse in 1992, subsequently taking up a position in New York before returning to London in 1996. In 1999 he joined Old Mutual Plc as group financial controller, becoming director of finance of Gerrard Limited in 2001. In 2005, two years after the sale of Gerrard, he left to work initially for Euroclear and, subsequently, as a divisional finance director of the Phoenix Group. He was formerly a non-executive director of the Financial Services Compensation Scheme.

Jennifer was appointed to the board on 1 April 2019.

Jennifer began her career on the Lloyds TSB Finance graduate scheme following her graduation in 1995 and qualified as a chartered management accountant in 1999.  At Lloyds, Jennifer held a number of senior management roles and worked closely with the board-level team of the Lloyds TSB Group, and was a member of the Corporate Banking and Wholesale Finance Executive Committees. In addition to her position as a finance director of Corporate Banking, Jennifer spent three years as head of Credit Risk and Compliance for the Commercial Banking division of Lloyds TSB. In 2012, she joined Coutts as the global chief finance officer, and in 2015, she moved to EFG Private Bank (UK), where she was chief finance officer and deputy chief executive officer.

Rupert joined Rathbone Investment Management as an Investment Director in 2000 and became Managing Director in February 2021.  Rupert has over 39 years’ experience in the wealth management sector, attending to the needs of individuals, trusts and pension schemes.

In his investment manager role, Rupert draws upon the wide range of specialists within Rathbones to help him deliver on the requirements of those clients for whom he is responsible.

Client situations vary considerably according to life stage, quantum of wealth, particular areas of interest and planning for the future financial well-being of their families.  Consequently, investment solutions also differ widely, from those seeking income, to those seeking only capital gains.  Investment risk appetite is also very personal.  Importantly, Rathbones creates bespoke solutions to each client’s circumstances and needs.

As a member of the Executive group, Rupert is responsible for the smooth running of the firm’s private client operations.  He leads in a collaborative style and is passionate about developing staff, at all levels, to ensure they can provide the highest quality client service.

Clients are at the heart of all that Rathbones do and Rupert believes cutting-edge technology will assist in the firm’s development.

Rupert is married with one son, lives in the Cotswolds and has a passion for mountain sports.

Andy joined the firm in April 2020 as Chief Operating Officer and is accountable for operations, change, technology and facilities. He began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University.

Andy has worked at BSkyB, O2 Telefonica, Barclays Wealth and Aberdeen Standard Capital, prior to joining Rathbones. Over his career he has held senior roles focusing on client service, operations, technology and change. Andy’s last role before joining Rathbones was chief operating officer at Aberdeen Standard Capital, part of Standard Life Aberdeen.

Sarah is Chief Risk Officer and joined Rathbones in March 2015.  She worked for NatWest and RBS group for over 30 years, including 13 years at Coutts. 

Sarah’s career turned to risk management in the 1990s and she worked in Switzerland for three years as the chief risk officer for Coutts’ international private banking business.  She moved to the Non Core division of RBS in 2010 and most recently provided risk oversight of RBS’ transformation programme. 

Sarah has an MBA with a dissertation on operational risk management and she is a member of the Institute of Risk Management. She joined the Group Executive Committee in July 2015.

Ivo is responsible for the specialists, which include our Investment Office, Research and Front Office Investment Risk teams. In addition, he leads our Charities team & Greenbank. Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. He founded the charity team in London and managed portfolios as an investment manager for almost 30 years. He was appointed to the Rathbone Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.
 

Gaynor joined Rathbones in May 2021 as Chief People Officer.

With over 30 years’ experience, Gaynor joined from BNP Paribas UK where she led a team of 21 and was responsible for all aspects of people management, performance, culture, talent and engagement. Previous roles include Group HR Director at Tilney Group where she led the people agenda for a business with 30 offices UK-wide, spanning 3 brands, prior to which she was a People and Corporate Development Director at Capital and Regional Plc, taking on leadership responsibility and supporting the Chairman and the CEO in restructuring the organisation.

As Interim Chief Client Officer, Martin leads the team responsible for proposition development, client insight, marketing and communications. He has over 30 years  experience in financial services marketing , having spent 19 years at Barclays and subsequent marketing and brand strategy leadership appointments with Merrill Lynch, BlackRock, Standard Life Investments and UBS.

Martin has also acted as an independent marketing consultant, and in a previous engagement at Rathbones in 2021 led a functional and capability review that created the Client Office team.

Martin is a graduate of the University of Nottingham, has a MA in Marketing from Kingston University and is a Fellow of The Chartered Institute of Marketing. He joined the Group Executive Committee in June 2023.