Our People

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Jonathan holds the Investment Management Certificate, the Private Client Investment Advice and Management Diploma and the CISI Masters in Wealth Management. He is also a CFA Charterholder and holds the CFA Certificate in ESG Investing as well as the STEP Certificate for Financial Services.

A Chartered Fellow of the Institute for Securities and Investments, Jonathan has a B.A. in Management Studies with Spanish from the University of Nottingham. He joined Rathbones in March 2022 and provides values-based investment solutions for private clients, trusts and charities, with an emphasis on ethical and socially responsible portfolios.

I work closely with clients, their families and external advisers to help establish, prioritise and achieve their financial objectives using a wide variety of investment and financial planning solutions. I work with wealthy families, entrepreneurs, professionals and financial advisers and can advise at different life stages including wealth accumulation, preservation, retirement planning and inheritance planning.

As a divisional director I head up the team which specialises in managing investment portfolios for people who are under the control of the Court of Protection or who have a personal injury trust, either as a result of illness or when a brain or other serious injury has led to a compensation payment.

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years.

Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security. 

Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.

I currently have analyst responsibilities for listed private equity trusts, UK equity funds, Japanese equity funds, sector funds and ETFs. It is my job to identify the products in these areas which have the greatest likelihood of generating outperformance for our clients. We assess the merits of each product against our APPROVED framework which ensures the products have the size, investment philosophy, process, risk management, ESG integration, fee profile and talent to deliver alpha. The assessment involves regularly meeting fund managers and reading and producing research reports. Every investment rationale is critiqued and challenged by every analyst in the team thus ensuring decisions benefit from the whole team's knowledge and experience.

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.