Our People

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed. I provide a high level of flexibility in everything I do, which means not only in service, but taking care of Ethical, Sustainable, Environmental, Social, and Governance (ESG) desires, or High Income requirements in Retirement. I'm also able to consolidate all your current investments into one place for simplicity. I typically work with families and individuals pre and post-retirement, but I also manage Pensions, Trusts, Charities, and Company portfolios.

Adam is a Regional Director and Head of the Glasgow office. He manages investment portfolios for individual clients, families, trusts, pension funds and charitable organisations. He joined Speirs & Jeffrey in 2010 and is a Chartered Member of the Chartered Institute for Securities & Investment. 

He graduated from the University of St Andrews with an honours degree in Business Management. He then studied for a postgraduate qualification in Investment & Finance at the University of Strathclyde before joining Speirs & Jeffrey in 2010 and becoming a Director of the company. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Adam was named in the 2021 PAM Insight UK Top 40 Under 40, which looks at the rising stars across the Wealth Management and Private Banking Industries.

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan

Adam is an investment manager and has worked in private client investment management since 2011. He joined Rathbones in 2017 having previously worked at Redmayne-Bentley.

Adam completed a Masters in Wealth Management in 2017. This is the highest qualification the Chartered Institute for Securities and Investment offers. He graduated from University in 2008 with a 2:1 degree in Business Management with Finance and Economics.

Adam specialises in discretionary investment management for private clients, trusts, charities and personal pension funds (SIPPs). 

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances. He now has almost 8 years’ experience of helping private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.

He finds great satisfaction in giving his clients peace of mind when planning for contingencies and making financial decisions about their futures, evidenced by the following testimonial from one of his current clients:

“Aidan has been my first point of contact at Rathbones through the most difficult part of my life following the premature death of my husband. When I was least able to make any sensible decisions, he was there every step of the way to take me from a wife who allowed her husband to do everything regarding financial matters, to an independent woman who is now responsible for her own financial destiny, and I couldn't have achieved that without Aidan’s support, patience, and kindness. Aidan and the team have done a wonderful job for me, and they make me feel confident going forward that I will be financially secure and if I ever have any concerns, they are always there to advise me and put my mind at rest. Thank you, Aidan, and thank you Rathbones."

Aidan also holds a first-class honours degree in Financial Mathematics from the University of Kent and currently lives in St. Albans. Outside of work, Aidan enjoys spending time with his fiancée, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.