Our People

John joined Rathbones in 2020, following a near-twenty year investment career at Barclays.    In 2016, John took on management of Barclays’ Court of Protection (CoP) and Special Interest (SI) book, representing the most vulnerable component of Barclays’ discretionary proposition. This involved a tailored style of management sensitive to the unique nature of each set of client circumstances.   Prior to specialising in CoP and SI work, John managed private client, offshore bond, trust and pension portfolios for Barclays’ Northern Ireland discretionary book. He served on Barclays’ Fixed Income Collectives Committee, and was latterly responsible for the allocation of Government Debt and European equity within the firm’s regional models.   John graduated from the University of Sheffield in 2000, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

John joined Rathbones in 2018 having previously worked as an investment research analyst in Singapore. He is an Investment Manager based in the Newcastle office, specialising in the management of private client, trust, offshore and pensions fund portfolios.

John holds the Chartered Institute of Securities and Investment (CISI) Chartered Wealth Manager qualification as well as the CFA UK Investment Management Certificate. He completed his master’s degree in Finance at Newcastle University in 2015 and graduated with distinction. He also holds a bachelor’s degree in Economics and English from the University of Liverpool.

I'm an experienced investment manager, specialising in asset allocation and UK stock selection.

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk. To achieve this, I work closely with our in-house financial planning team as well as with other professional advisers, such as IFAs, lawyers and accountants, to develop and implement tax-efficient strategies for our clients. Where appropriate, this includes family trusts, inheritance tax and pension planning.

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation. 

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs. 

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.