Our People

Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.

Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.

He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013. Prior to that he was a Director at UBS Wealth Management. He has 25 years investment industry experience and specialises in the management of all aspects of multi-generational family wealth.

James graduated in Law from Newcastle University in 1998, holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. James is a current trustee of the St Mary the Virgin charity and a former trustee of the Great North Air Ambulance Service.

As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

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.

As an Investment Administrator, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Rathbones. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.

I analyse cross asset structured products for the benefit of multi-asset portfolios and bespoke mandates and co-manage specific long volatility portfolios for clients. I spend time educating a range of clients and interested advisors on what structured products are and how to use them efficiently. In addition, I am part of the Structured Products Committee.

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.