Our People

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. 

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.

Oliver now additionally heads the Strategic Partnership Team which has a focus on delivering the services of Rathbones to the clients of Investec.

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 & 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 worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Alexandra specialises in tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; trust drafting; succession planning including drafting complex wills; advising in relation to onshore and offshore trusts; administering estates (including cross-border estates); creating charities; 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 joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013.

Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations.

Kerry 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.