Our People

Victoria is head of sales desk. She works alongside Greg Mullins and Ben Johnson to support the investment sales team engage with the IFA community.

Victoria joined Rathbones in April 2001 from Deutsche Bank and holds the Investment Management Certificate.

Will joined Rathbones in 2005, starting afresh in the Investment Management world after completing a degree in Modern History from Oxford University and then a county cricket career with Hampshire.

As Head of South, he oversees the Rathbones’ offices across the region as well as running the Winchester office. He is a Chartered Member of the CISI. 

Will is committed to making a difference for all those he works for and believes that teamwork is vital to that. By listening and understanding clients’ aims and objectives, he takes responsibility for seeking and achieving the best outcomes for them. To do so, he draws on his excellent team and Rathbones’ extensive specialist resources as well as collaborating with a wide range of external advisers.

Equally, Will is passionate about helping his colleagues to fulfil their potential, believing that a professional, healthy and motivated team is the key to providing clients with the best possible service.

His love of sport is fortunately reflected by his wife and three teenage children, though he can often be found seeking some peace and quiet in the garden or out with the family dog, Pedro.

Will works alongside Robert Szechenyi, Adam Joy and Stuart Furzer managing discretionary investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.

Will joined Rathbones in 2019 from Aberdeen Standard Capital where he was an associate portfolio manager. He has worked in the industry since 2012 having previously held roles at Lloyds Private Banking, Ashcourt Rowan & Aberdeen Standard.

He is a CFA Charterholder, holds CFA UK’s Investment Management Certificate and is a Member of the Chartered Institute for Securities & Investment.

Will is a fund manager on the Rathbone Multi-Asset Portfolio Funds, the offshore Luxembourg-based SICAVs, as well as the Rathbones Managed Portfolio Service (MPS), working alongside David Coombs. He joined Rathbones in 2007, having worked previously as a specialist researcher for Theisen Securities. At Rathbones, Will joined the charities team, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been on the multi-asset team since 2015 and is a member of Rathbones’ Fixed Income Funds Committee.

Will graduated from the University of Manchester Institute of Science of Technology with a BSc Hons in Management, and is a CFA charterholder.

Will graduated from the University of Bristol with a BSc in Economics and Politics. He started his career at BWD Rensburg in Liverpool in 2000 until he left to join UBS in London six years later. After three years in the capital, he returned to Liverpool with Charles Stanley before joining Rathbones.

He is a Fellow of the CISI which gives him FCSI status and he is also a Chartered Wealth Manager. Over his career, he has managed the investments of private clients, trusts and charities within a variety of investment wrappers.

Will is an Investment Director working in London. Will joined Rathbones in 2023 after 10 years of managing wealth for individuals and families at Investec Wealth and investment. Before joining Investec, Will spent over a decade with HSBC and specialises in managing investment portfolios whilst working with clients and their advisors to minimise their current tax exposure and plan for the succession of family wealth. He has extensive knowledge and experience of utilising the benefits of complex wrappers including trusts, family investment companies and offshore bonds to help his clients achieve their financial goals.

Will studied Economics at Greenwich university and is a Chartered Fellow of the CISI 

William joined Rathbones in 2014 and is a Chartered Financial Planner and a member of the Chartered Insurance Institute (CII) responsible for delivering financial advice to his clients over a broad range of financial planning. He holds the Advanced Diploma in Financial Planning alongside the Certificate in Discretionary Investment Management and the Certificate in Securities Advice and Dealing. William’s aim is to make his clients’ lives easier by helping them structure their finances to provide peace of mind so that they are free to spend more time focusing on the issues in life that matter more to them.

William graduated from Manchester University with a 2:1 degree in History and started his career at Douglas Deakin Young (now part of Duncan Lawrie) in 2000.

William joined Rathbones in September 2014 from Jupiter Asset Management, having also previously worked at Bestinvest. Throughout his career he has managed portfolios for a wide variety of families, individual clients, pension funds and charities, and spends much of his time working with Independent Financial Advisers and on behalf of their clients.

William is a Chartered Member of the CISI (MCSI).

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and is in the process of becoming a Fellow of the Personal Finance Society. 

He joined Rathbones in 2017, from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

William has experience in providing holistic financial advice to a wide range of individuals, families, trusts and business owners. He helps clients across a broad range of areas including protecting their wealth, investment and retirement planning, and succession and inheritance tax planning.