Our People

Andrew works closely with Tony Smith and Graeme Dickie in Glasgow, providing investment management services to private individuals, pensions, and trusts. He completed an undergraduate degree at Glasgow Caledonian University in Finance, Investment and Risk. After obtaining a 2:1, he went on to complete a Master’s degree in Investment Fund Management, achieving a Merit from the University of Glasgow.

Andrew joined Speirs & Jeffrey in 2018 on their graduate scheme before Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute.

Based in the Leeds office. Andrew joined Rathbones in 2023 from his previous role as Managing Director and Head of Leeds office at Brown Shipley. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He has been advising Charities, Trusts, Private Clients and Pension Funds for over 35 years.

He has held board roles with various charities and is an experienced trustee. His clients' needs and aims are his only focus. He stays in close contact with clients and their evolving needs and providing them with most suitable ongoing investment solutions remains his primary objective.

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

I am part of a team of investment managers solely dedicated to investing in portfolios of equities listed on AIM (Alternative Investment Market) for clients across the business. The primary objective of our AIM IHT portfolios is to mitigate inheritance tax liabilities for investors, with a focus on reducing volatility whilst still generating an attractive investment return. We manage over 2,000 individual client portfolios each with a position in between 20-40 companies.

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.

I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries. In addition, I am a member of the Collectives Committee within Investec's Investment & Research Office which oversees the fund selection for the firm. I have a background in absolute return and have a keen interest in global macro hedge funds and alternative investments.

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.