Our People

Paola joined Rathbones in January 2020 to head up the engagement with entrepreneurs.

Previously Paola worked for the  London Stock Exchange Group where she led the community of entrepreneurs and the Private Market,  connecting companies with capital. Paola also ran EY Entrepreneur Of The Year Award and she set up and ran a programme for the Department of International trade aimed at helping foreign graduates to set up their businesses in the UK providing access to capital, mentoring and busines advises.

Paola is a mentor and a regular contributor for RisingWISE, a combined initiative of Cambridge and Oxford University supporting women in STEM who have aspirations to become entrepreneurs.

My team’s role is to ensure our clients’ needs are met by Rathbones’ full range of financial planning and investment management solutions.
We deliver this service by drawing on expert professionals within Rathbones who have extensive experience of supporting clients across a very wide spectrum of requirements. These often vary according to life stage, quantum of wealth, particular areas of interest such as responsible investment and perhaps planning for the future well-being of their families.

We create bespoke solutions to each client’s circumstances, we are advisory driven rather than looking to sell products and put the clients’ needs first rather any internal profit motive.

All of this can be delivered close to our clients’ homes as we can draw on 14 offices across the UK and Jersey ensuring proximity to our local professionals.

Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.

Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.

Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Dunhill Medical Trust. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.

After graduating from Edinburgh University in 1994 with an MA (Hons) in Geography (2:1), Julian joined Price Waterhouse, now PWC. On qualifying as a Chartered Accountant, he then joined Rathbones in 1997. He is now also a Chartered Fellow of the Chartered Institute for Securities and Investment.

At Rathbones, Julian specialises in the management of charities and private clients and is head of charities in Liverpool. He sits on the Charity Asset Allocation and Stock Selection Committees. In addition, he is Head of the North and sits on the Group Client Committee. He is a trustee of several charities and a regular speaker at charity seminars.

Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.

Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.

Natalie joined Rathbones in 2020 as head of business development, charities, following her previous role as business development manager at Brewin Dolphin. Natalie has also worked at Heartwood Investment Management and specialises in charities, trust and other not-for-profit organisations. 

Natalie is a Chartered Fellow of the Chartered Management Institute and a member of the Chartered Institute of Securities and Investments (CISI). She holds a master's degree in Drama and Movement Therapy and achieved the Investment Management Certificate in 2016. She also holds an MBA from Cranfield School of Management. Natalie is also an ambassador for Girls are Investors and a Girl Guiding leader. 

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Jake joined Rathbones in 2020.  He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria.  He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.  

Jake is a member of the Chartered Institute for Securities and Investment.

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team.