Our People

I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, with a specific focus on Global Direct equity portfolios.

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.

I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments. We then deliver bespoke, actively managed portfolios, which are tax-efficiently constructed across the various investment wrappers that the client has available, and focused on delivering strong risk-adjusted returns.

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client cross-border team.

Amelia advises on all aspects of private client law including drafting and advising trusts, tax planning and advice, succession planning including drafting of complex wills, powers of attorney, and estate administration (including those with an international aspect).

Amelia has a particular interest in art and heritage assets and has advised on the acceptance in lieu scheme for an estate. Amelia holds a Masters in Art, Business and Law.

Amelia is now on maternity leave.

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond. I am also here to help clients with any administration queries should they need my assistance and to provide a primary point of contact for the team.

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.

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.

Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification.  She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).

Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.

In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.