Our People

Oliver joined the Private Office of Rathbones in 2019 as a client director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.

Prior to joining Rathbones, Oliver was a private wealth advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.

Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.

Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper and Whately solicitors. Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts. Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.

Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required.

Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.

In addition to sales and purchases, Christopher also deals with secured lending, leases, easements, covenants, sporting rights, first registrations of title and other associated matters for both the rural and residential markets. In particular he deals with complex sales and purchases involving overage provisions, options, conditional contracts and exchanges of land.

Alexandra joined Rathbones in 2017, having previously been a senior associate in the Private Client team at Wedlake Bell LLP. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Alexandra specialises in UK and offshore tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; advising in relation to onshore and offshore trusts; trust drafting; succession planning including drafting complex wills; administering estates (including cross-border estates); and capacity issues / OPG applications.

She has experience of advising entrepreneurial clients, trustees and landed estates.   

Alexandra is a member of the Society of Trust and Estate Practitioners.

Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.

Kerry is a member of the Society of Trust and Estate Practitioners.

John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.

John is a member of the Society of Trust and Estate Practitioners.

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbones Investment Management International in January 2006.

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 37 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.