Our people

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.

David joined Rathbones as an investment manager from Brewin Dolphin. He is a Member of the Chartered Institute for Securities and Investment, gaining Chartered Wealth Manager status alongside achieving the CISI award for Applied Wealth Management in 2018. David graduated from the University of Warwick with a degree in MORSE (Mathematics, Operational Research, Statistics and Economics).

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.

David is a business development director at Rathbones having joined in June 2017 after 11 years with HSBC. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the South.

Tim is a regional director responsible for Rathbones' Investment Management business in Liverpool.

He started his investment career in 1994 initially with Neilson Cobbold which was acquired by Rathbones in 1996. Prior to this Tim served eight years in the Army with the 9th/12th Royal Lancers.

Tim is a Chartered Fellow of the Chartered Institute for Securities and Investment. He manages a wide variety of client portfolios including private clients, trusts, pension funds and charitable trusts on a segregated basis. Tim was a member of the Group Stock Selection Committee from 2002 to 2017 and chairman of trustees for the Rathbone pension scheme from 2006 to 2018, he is also involved with the Financial Advisor Specialist Group. Tim was appointed as a non-executive director for the Invesco Income Growth Trust plc on 3^rd April 2018.

Nicole is a Trust Banking and Financial Control Manager having joined Rathbones in 1994.  She works in the London Trust department and also assists the Legal Team.  She is in charge of all the Company client accounts and prides herself on her attention to detail.

Nicole has a sound working knowledge of Compliance as she also acts as a liaison between the MLRO and the Team on all AML matters.

James an investment director, specialising in the management of portfolios for individuals, family groups and their associated trusts, charities and pension funds. James is also a Trustee of a top 100 UK Charity – Stewardship. 

He started his career at Flemings in 1999 where he was a dealer before he joined Rathbones in 2007. James is the regional coordinator for the Discretionary Fund Management Services Committee which promotes Rathbone services to external advisors and is the former Chairman of one of the Rathbone Investment Committees. He is also a Chartered Fellow of the Chartered Institute for Securities and Investment.

James recently moved to Cambridge with his wife and son, and enjoys his rugby the outdoors and being involved with church.

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire. Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.

David joined Rathbones in June 2014 and is the lead fund manager of the Rathbone Greenbank Global Sustainability Fund.  He has more than 20 years’ experience in equity analysis and fund management, including positions at Hermes and Goldman Sachs.  David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a CFA charter-holder.

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

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 look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.