Our People

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

William graduated from Durham University with an honours degree in Classics and a master's in Economics. He joined Bestinvest in 2000 as an investment adviser rising to investment manager and team leader. William then joined Jupiter Asset Management in 2008 to become an investment director in the Private Client and Charities department and joined Rathbones in 2014 following their acquisition of Jupiter’s Private Client department.

Throughout his career, William has focussed on private clients and charities, notably high net worth families, managing a wide range of investment portfolios and mandates such as those for individuals, trusts, SIPPs, charities and offshore accounts.

William is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and holds the CISI Diploma, which is a level 6 qualification. William lives in the country with an ever-expanding family and enjoys all that this brings. He particularly enjoys skiing, surfing and golf when he finds the time.

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications. He sits on the Rathbones UK and Private Equity Collective Committee and is responsible for the research of Private Equity collectives.

Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. 

Yemisi enjoys meeting with new clients, both during their careers to help them formulate a plan to build up the wealth required to provide for them in retirement, and also as they approach retirement to understand how the portfolio they have built up will provide them with financial independence. With many clients lacking the time to tend to their own financial matters given their hectic schedules, Yemisi prides herself on being extremely proactive and ensuring that no stone is left unturned, giving clients complete peace of mind.
 

Helping IFAs with bespoke investment solutions. Discretionary, AIM IHT Portfolio & MPS.

Zoë has over 14 years’ experience advising deputies and trustees nationally on investing their client's assets for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.

Zoë is a Chartered Fellow of the Chartered Institute for Securities & Investment and a member of the Society of Technical Analysts. She joined the specialist Court of Protection team after completing the Investec Graduate Scheme. Prior to joining Investec Wealth & Investment, Zoë read Financial Mathematics (MSc Distinction, King's College London) and Mathematics (BSc First Class Hons, University of East Anglia).

As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.