Our People
Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.
Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Lee Morris
Investment director, Rathbones Investment Management International
Lee Morris
Investment director, Rathbones Investment Management International
Jersey
Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.
Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.

Peter Musker
Client development director, Rathbones Investment Management International
Peter Musker
Client development director, Rathbones Investment Management International
Jersey
Peter is primarily responsible for the growth and servicing of our professional intermediary client base, with an emphasis on Jersey. He joined Rathbones in August 2022 and has 14 years’ experience in financial services. He relocated to Jersey in 2009 with Capita Asset Management Limited before joining Jersey Finance where he promoted Jersey’s financial services industry in Asia, Middle East and Sub-Sharan Africa. Most recently he was Head of Trustee solutions for Brooks Macdonald International. Peter is a member of STEP, CISI and CIM. He holds the Society of Trust and Estate Practitioners Certificate in International Trust Management, the Charted Institute of Marketing Postgraduate diploma in Analysis & decision making and Managing Corporate Reputation, and has a Business & Marketing degree.
Peter is primarily responsible for the growth and servicing of our professional intermediary client base, with an emphasis on Jersey. He joined Rathbones in August 2022 and has 14 years’ experience in financial services. He relocated to Jersey in 2009 with Capita Asset Management Limited before joining Jersey Finance where he promoted Jersey’s financial services industry in Asia, Middle East and Sub-Sharan Africa. Most recently he was Head of Trustee solutions for Brooks Macdonald International. Peter is a member of STEP, CISI and CIM. He holds the Society of Trust and Estate Practitioners Certificate in International Trust Management, the Charted Institute of Marketing Postgraduate diploma in Analysis & decision making and Managing Corporate Reputation, and has a Business & Marketing degree.

Henry Robertson
Business development director
Henry Robertson
Business development director
Liverpool
Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.
Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.

Greg Mullins
Head of sales
Greg Mullins
Head of sales
London
Greg is head of sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.
Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was director of advisory sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.
Greg is head of sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.
Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was director of advisory sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.

Helen van Heesewijk
Associate sales director
Helen van Heesewijk
Associate sales director
London
Helen is an associate sales director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Helen is an associate sales director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.

Nicholas Elliott
Associate sales director, London
Nicholas Elliott
Associate sales director, London
London
Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.

Neil Kerry
Associate sales director, North
Neil Kerry
Associate sales director, North
London
Neil is an associate sales director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years' experience in sales.
Neil is an associate sales director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years' experience in sales.

Huw O'Dell
Investment sales executive, North
Huw O'Dell
Investment sales executive, North
London
Huw is an Investment Sales Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor. He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England.
Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank managing the on-boarding of new clients and day to day operations for Allfunds’ institutional client base.
Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.
Huw is an Investment Sales Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor. He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England.
Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank managing the on-boarding of new clients and day to day operations for Allfunds’ institutional client base.
Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.

Andrew Austin
Associate sales director, East
Andrew Austin
Associate sales director, East
London
Andy is an associate sales director at Rathbones, responsible for the South and the East Midlands. He joined Rathbones in September 2014, having spent over two years as a senior client relationship manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Andy is an associate sales director at Rathbones, responsible for the South and the East Midlands. He joined Rathbones in September 2014, having spent over two years as a senior client relationship manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.