Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Alexander Gudiens

Senior financial planner

Alexander Gudiens

Senior financial planner

London

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.

Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Previously, Alex managed the financial planning team at Kleinwort Benson and was awarded “Best Wealth Planning Team” at the WealthBriefing European Awards, 2017.

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.

Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Previously, Alex managed the financial planning team at Kleinwort Benson and was awarded “Best Wealth Planning Team” at the WealthBriefing European Awards, 2017.

Alexandra Jackson

Fund manager

Alexandra Jackson

Fund manager

London

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alfie Hayes

Sales manager, Greater London

Alfie Hayes

Sales manager, Greater London

London

Alfie is Sales Manager for Greater London working alongside our Team in London as well as Andy Austin and Peter Hooker in the East of England.  He is a key point of contact for IFAs, brokers and DFM clients.  

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

 

 

 

 

 

Alfie is Sales Manager for Greater London working alongside our Team in London as well as Andy Austin and Peter Hooker in the East of England.  He is a key point of contact for IFAs, brokers and DFM clients.  

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

 

 

 

 

 

Alfie Saunders

Assistant investment manager

Alfie Saunders

Assistant investment manager

London

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts. 

He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Alfie has completed the CFA UK Investment Management Certificate, CISI Securities exam and is currently studying towards becoming a Chartered Financial Analyst (CFA).

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts. 

He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Alfie has completed the CFA UK Investment Management Certificate, CISI Securities exam and is currently studying towards becoming a Chartered Financial Analyst (CFA).

Alistair Beattie

Investment director

Alistair Beattie

Investment director

London

Alistair began his career at Gerrard Vivien Gray in 1996, before joining Brewin Dolphin in 1997, where he spent 23 years managing investments on behalf of private clients, financial advisers, charities and trusts.

Alistair joined Rathbones in 2020 as an investment director and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

 

Alistair began his career at Gerrard Vivien Gray in 1996, before joining Brewin Dolphin in 1997, where he spent 23 years managing investments on behalf of private clients, financial advisers, charities and trusts.

Alistair joined Rathbones in 2020 as an investment director and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

 

Alistair Crichton

Investment manager

Alistair Crichton

Investment manager

Glasgow

Alistair graduated from the University of Stirling in 2011 with an honours degree in Business Law. After an internship at a small fund management business in Glasgow, he joined HSBC’s Global Fund Pricing team in 2012. During his five years at HSBC, Alistair undertook his CISI Investment qualifications.

In May 2017, Alistair joined Speirs & Jeffrey where he worked initially as a suitability manager before moving to the investment team in 2018. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alistair helps look after a wide range of clients including individuals, families, trusts, pension funds and charitable organisations. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Alistair graduated from the University of Stirling in 2011 with an honours degree in Business Law. After an internship at a small fund management business in Glasgow, he joined HSBC’s Global Fund Pricing team in 2012. During his five years at HSBC, Alistair undertook his CISI Investment qualifications.

In May 2017, Alistair joined Speirs & Jeffrey where he worked initially as a suitability manager before moving to the investment team in 2018. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alistair helps look after a wide range of clients including individuals, families, trusts, pension funds and charitable organisations. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Amelia Bell

Solicitor

Amelia Bell

Solicitor

London

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client team. She qualified as a solicitor in 2016, having trained at a Legal 500 firm in Wiltshire.

Amelia advises on all aspects of private client law including drafting and advising on trusts, powers of attorney, succession planning including drafting complex wills, and estate administration.

She has a particular interest in art and achieved a distinction in her LLM in Art, Business and Law. 

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client team. She qualified as a solicitor in 2016, having trained at a Legal 500 firm in Wiltshire.

Amelia advises on all aspects of private client law including drafting and advising on trusts, powers of attorney, succession planning including drafting complex wills, and estate administration.

She has a particular interest in art and achieved a distinction in her LLM in Art, Business and Law. 

Amos Nelson

Investment director

Amos Nelson

Investment director

Bristol

Amos works closely with James Fox in the management of investment portfolios for private clients, charities and self-invested personal pensions.

He is a graduate with a Bachelor of Science in Microbiology from the University of Bristol and currently holds the Masters in Wealth Management and the Investment Management and Financial Planning Certificates.

Amos is a Chartered Member of the Chartered Institute for Securities and Investment and sits on our Collectives Research Committee. 

Amos works closely with James Fox in the management of investment portfolios for private clients, charities and self-invested personal pensions.

He is a graduate with a Bachelor of Science in Microbiology from the University of Bristol and currently holds the Masters in Wealth Management and the Investment Management and Financial Planning Certificates.

Amos is a Chartered Member of the Chartered Institute for Securities and Investment and sits on our Collectives Research Committee. 

Amy McCulloch

Assistant investment manager

Amy McCulloch

Assistant investment manager

Glasgow

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.

Amy is an Associate Member of the Chartered Institute for Securities and Investments, having achieved the Investment Advice Diploma in 2021. She is currently working towards the completion of the Level 7 Chartered Wealth Manager Qualification.

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.

Amy is an Associate Member of the Chartered Institute for Securities and Investments, having achieved the Investment Advice Diploma in 2021. She is currently working towards the completion of the Level 7 Chartered Wealth Manager Qualification.