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.

Daniel Jolliffe

Investment manager, Rathbone Investment Management International
Daniel Jolliffe
Investment manager, Rathbone Investment Management International

Daniel Jolliffe is an Investment manager at Rathbone Investment Management International (RIMI) in Jersey. He is a member of the RIMI Investment Committee and manages multi-asset discretionary portfolios for private individuals and offshore trusts. Dan has over ten years’ investment experience, and joined Rathbones from TEAM Asset Management in June 2018. He is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds both the Private Client Investment and Advice Management (PCIAM) qualification and the Investment Management Certificate (IMC).

Danny Bell

Investment director
Danny Bell head shot - Rathbone Investment Management
Danny Bell
Investment director

Danny Bell is an investment director, working with private client investment portfolios including, trusts, charities and pension funds. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI).

Danny has worked in the investment management industry for over 25  years having joined Laurence Prust in 1985 as a partner's assistant. He was appointed a director of Laurence Keen Ltd in 1990 and in 1995, Laurence Keen was acquired by Rathbones.

Danny Hannan

Investment manager
Danny Hannan head shot - Rathbone Investment Management
Danny Hannan
Investment manager
Danny is an investment manager who has worked in the industry for 20 years. His primary responsibilities are the provision of discretionary investment management solutions for individuals, family trusts and pensions.     
 
Having started his investment career at Lloyds Private Bank in Mayfair he moved to Williams de Broe in 2006. The firm was acquired by Investec in 2011. He left to join Rathbones in 2014. 
 
He is a chartered member of the Institute for Securities & Investment. 

David Bassett

Investment director
David Bassett head shot- Rathbone Investment Management
David Bassett
Investment director

David began his career in 1996 as an Assistant Investment Manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an Investment Manager.

David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.

David is an Investment Director, responsible for the day to day investment management of a number of private client and family trust portfolios within a significant team at Rathbones.

David Blake

Investment director
David Blake head shot - Rathbone Investment Management
David Blake
Investment director

David is an Investment Director and has over 16 years’ experience managing portfolios wealthy private clients, trusts, pensions and institutional portfolios. David joined the company following Rathbones’ acquisition of Jupiter Asset Management’s Private Clients & Charities business.

After obtaining a Masters in Economics from University College Dublin, David started his career in Investment Management with Brooks MacDonald in 1998 prior to moving to Bestinvest in 2003 and finally joining Jupiter Asset Management in 2008, where he was a director of the Private Clients & Charities team as well as a trustee of the Jupiter company pension scheme.

David Bowen

Senior financial planner
David Bowen
Senior financial planner

David is a Chartered Financial Planner and joined Rathbones in 2018 from Brewin Dolphin where he worked for the last 14 years in both Dundee and Edinburgh.

He started his career as an investment manager, before switching into a Financial Planning role and is now responsible for advising private clients on all aspects of financial planning.  David is therefore experienced in working with a fully integrated approach to both financial planning and investment management. He now advises on retirement accumulation and decumulation strategies, tax efficient investment and structures, estate planning and inheritance tax planning and protection planning.

David holds an MA (Hons) in Economics from the University of St Andrews, and is both a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment, as well as a Chartered Financial Planner with the Chartered Insurance Institute.

David Clapham

Investment Manager
David Clapham head shot - Rathbone Investment Management
David Clapham
Investment Manager

David manages funds for charities, pension funds, trusts and private clients. He graduated from the University of the West of England in 1998 with a degree in Business Studies.

David is a Chartered Fellow of the Chartered Institute for Securities & Investment and worked for Greig Middleton before joining Rathbones in 2001. David plays cricket in the Gloucestershire League and one of his other passions is horse racing. He used to part own a National Hunt horse and is an annual member at Cheltenham Racecourse.

David also enjoys travelling and charity work, and combined these when he and his wife went to work at a school in Kenya in 2009.

David Coombs

Head of multi-asset investments
David Coombs head shot - Rathbone Investment Management
David Coombs
Head of multi-asset investments

David Coombs is head of multi-asset investments and joined Rathbones in 2007. He is a member of our Investment Executive Committee as well as the Strategic Asset Allocation Committee . David is responsible for developing our investment propositions for national financial advisory firms and networks. He is the lead manager for the Rathbones Multi-Asset Portfolio Funds and the offshore Luxembourg-based Sicavs. He is also co-manager for the Rathbones Strategic Bond Fund.

David previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts. He joined Barings in 1988 from Hambros, where he managed multi-manager portfolios for private clients. 

David Harrison

Global Equity Analyst
David Harrison
Global Equity Analyst

David joined Rathbones in June 2014 as a global equity analyst from private bank, Julius Baer.  He is the lead fund manager and investment analyst of the Rathbone Global Sustainability Fund, supported by Liz Davis and Neil Smith.

David has a wealth of fund management experience, and is currently one of the managers of our Rathbone Heritage Fund and Rathbone Income Fund. he also supports David Coombs’ Rathbone Multi-Asset Portfolios (RMAPs), with direct equity selection. David has more than 14 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.

David Kness

Investment manager
David Kness head shot - Rathbone Investment Management
David Kness
Investment manager

David Kness is an investment manager based in our Winchester office. He is responsible for managing a wide variety of portfolios for private clients, personal pension funds, charities, and trusts. He also specialises in the management of our Rathbones Unitised Portfolio Service which invests in the Rathbones Multi Asset Portfolio funds.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career began in the City of London with PSigma Investment Management before joining Rathbones in 2012. David graduated from the University of Surrey with an honours degree in Economics.

In 2016, David received two accolades for his achievements within the wealth management industry. He was named as one of the ‘Top 40 Under 40’ in the Private Asset Managers (PAM) Awards as well as one of the ‘Top 30 Under 30’ in the Citywire Wealth Manager Awards.

David Macaulay

Investment director
David Macaulay head shot - Rathbone Investment Management
David Macaulay
Investment director

David is an investment director and has managed investments for private individuals, trusts, pension funds and charities for over 30 years. Elected to the London Stock Exchange in 1989, David is a Chartered Member of the Chartered Institute for Securities and Investments at full diploma level achieved with distinction and a graduate of Edinburgh University. 

David joined Rathbones in August 2000 after three years with Merrill Lynch setting up this group's Scottish business. Prior to joining Merrill Lynch, he spent 11 years with the Scottish stockbrokers, Bell Lawrie, rising to director level on the private client side. David is one of our senior investment managers looking after some £300m of client funds and  previously headed up the Edinburgh office overseeing its growth to the largest office in terms of funds under management outside London at just over £2.5bn.  He works with fellow directors , Charles Younger and Nick Liddle and is supported by Investment Manager, Jonathan Brock, Assistant Investment manager, James Coppell and PA, Julie Loudon. 

David McSorley

Investment director
David McSorley head shot - Rathbone Investment Management
David McSorley
Investment director

David joined the professional funds department of  Simon & Coates (S&C) Private Clients division in 1984. S&C  were taken over by Chase Manhattan at the time of Big Bang in 1986 and when Chase exited securities in 1989 , the professional funds team joined Tilney. In 2007 Tilney was sold to Deutsche Bank (DB) and I and my immediate colleagues eventually transferred to Rathbones in June 2014.

I act as Relationship and Fund Manager to approximately 100 clients and I also formulate the investments strategies for the entire team that transferred from DB via the management of four model portfolios .

David Nelson

Senior financial planner
David Nelson
Senior financial planner

David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.

David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.

David Parsons

Investment manager
David Parsons
Investment manager

David Parsons is as an Investment Manager working alongside Danny Bell and James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts.  He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). 

Prior to joining Rathbones, David worked at Schroders for 6 years in the Multi-Asset Investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland. 

 

David Shepherd

Investment director
David Shepard head shot - Rathbone Investment Management
David Shepherd
Investment director

David Shepherd is an investment manager jointly manages private client, trust and charity portfolios with Nick Fisher and Christopher James having joined Rathbones in 2001 following the takeover of JP Morgan Chase Fleming. David previously worked with Nick at Flemings and prior to that in the Lloyd’s insurance market dealing with Members of Lloyd’s. David is a Fellow of the Chartered Securities and Investment Institute.

David Tod

Investment director
David Tod - head-shot picture
David Tod
Investment director

David is an investment director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities. 

David joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a First Class Honours degree in Economics and Finance. 

David is a CFA Charterholder and is a Chartered Member of the Chartered Institute for Securities and Investment (CISI). He sits on the Diversifiers Committee and has a particular interest in behavioural finance and disruptive technology.

David is a keen sportsperson and enjoys travelling in the UK and abroad.

David White

Investment director
David White head shot - Rathbone Investment Management
David White
Investment director

David White joined the Kendal office of Rathbones in 2001, having spent over 10 years completing his training and managing high net worth clients for Coutts in London.

David was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis David continues to receive his annual Statement of Professional Standing from the Institute.

Based in the Kendal office, David manages a range of private client, trust, pension and charity portfolios. In addition, he is a part of the Rathbones Procedures Committee which meets regularly to discuss and review internal processes, and is responsible for co-ordinating the Rathbones Financial Adviser Specialist Group within the North region.

Dean Young

Investment Director
Dean Young headshot
Dean Young
Investment Director

Dean is an Investment Director, Chartered Fellow of the Chartered Institute for Securities and Investment and CFA (Chartered Financial Analyst) charter holder. He manages investment portfolios for private clients, trusts and charities.

Dean attended Edinburgh University where he was a member of the Scottish Universities Swimming Team. He joined Speirs & Jeffrey from university in 2006 after graduating with an honours degree in economics. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Denis McSweeney

Investment director
Denis McSweeney
Investment director

Denis McSweeney is an investment director joining Rathbones in 2000, after a long career in stockbroking and investment management. His City career started with a number of years as an authorised dealer on the floor of the London Stock Exchange. In 1980 he began managing portfolios for private clients and a number of significant charities and trusts and, having been a director of Heseltine Moss & Co, he became managing director of Brown Shipley Stockbroking in London. Denis is a Fellow of the Chartered Institute for Securities and Investment.

Diana Hofmann

Senior Investment Manager
Diana Hofmann headshot
Diana Hofmann
Senior Investment Manager

Diana is a Senior Investment Manager and works alongside Mark Cowan and Tony Smith. Diana graduated from the University of Edinburgh with an honours degree in business studies in 2006. After a brief spell at Aberdeen Asset Management as an analyst on the pan European equities desk, Diana moved to Anderson Strathern LLP in 2008 to pursue a career in private client investment management. She joined Speirs & Jeffrey in April 2013, then after spending some time in a client-facing role with Baillie Gifford, returned to Speirs & Jeffrey in November 2017.

Diana is a Member of the Chartered Institute for Securities & Investment. She speaks fluent German as well as conversational level Russian. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Dominic Meade

Investment Manager
Dominic Meade headshot
Dominic Meade
Investment Manager

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.

Dominic works closely with Craig Baxter and is a Member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the bond & fixed interest markets exam and the Scottish CISI Diploma award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Edward James Moore

Investment director
Edward James-Moore head shot - Rathbone Investment Management
Edward James Moore
Investment director

Edward James-Moore is an Investment Director and a Chartered Member of the Institute for Securities and Investment.  He specialises in managing portfolios for private individuals, trusts, pension funds, companies and charities.  Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent  9 years and was responsible for managing over £200 million of client assets.

Edward Smith

Head of Asset Allocation Research
Edward Smith head shot - Rathbone Investment Management
Edward Smith
Head of Asset Allocation Research

Edward supports Rathbones’ investment process with proprietary macro-based, multi-asset research and is a member of the strategic asset allocation committee.

Starting his career at BlackRock, working with liability-driven solutions for institutions, Edward joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service.

He is a CFA charter holder and a member of the Continuing Education committee for CFA UK, helping to set the educational agenda for the investment analyst profession and ensuring it keeps abreast of the very latest ideas. Edward has completed a course in Quantitative Economic Methods at Birkbeck, University of London and received an MA from the University of Oxford. He is a member of the Society of Business Economists.

Edward is a published expert on risk management for multi-asset portfolios, recently appearing in Quantitative Approaches to High Net Worth Investment, edited by Andrew Rudd and Professor Stephen Satchell.

Elizabeth Davis

Fund manager
Elizabeth Davis
Fund manager

Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall).  She holds an MA in Mathematical Sciences.  Liz is lead manager on the Rathbone Heritage Fund, and an integral member of our Rathbone Global Sustainability Fund team, with a key role in the development of the investment process. 

She supports fund managers on the income mandates through quantitative stock screening and fundamental research on companies. She also profiles relative and absolute risk across the funds.  Prior to joining Rathbone Unit Trust Management, Elizabeth worked on temporary assignments with Accord Holdings Ltd, a media advertising business.  She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) Charterholder.

Elizabeth Haigh

Investment director - Rathbone Greenbank Investments
Elizabeth Haigh head shot - Rathbone Investment Management
Elizabeth Haigh
Investment director - Rathbone Greenbank Investments

Elizabeth Haigh is an investment director and chartered fellow of the Chartered Institute of Securities and Investment. She is responsible for the management of private client and trustee ethical investment portfolios, with special interest in the development of social enterprise investment. Elizabeth began her career at Laing & Cruickshank Investment Management in 1987 after graduating from the University of Bristol. She moved to Albert E Sharp Investment Management where she launched the UK’s first tailor made investment service for private clients, trustees and charities in 1992. In 1995 she commissioned influential research into UK companies’ family friendly employment policies.

Elizabeth moved to Rathbones in 1997 where she and her team, established an ethical investment service going on to found Rathbone Greenbank Investments (specialist ethical investment unit of Rathbones) in 2004. Elizabeth served as head of Rathbone Greenbank Investments from 2004 to 2009 and has been involved in shareholder engagement throughout her career in socially responsible investment.

Elizabeth Savage

Head of Research
Elizabeth Savage head shot - Rathbone Investment Management
Elizabeth Savage
Head of Research

Elizabeth Savage is head of research and joined Rathbones in 2005. She is responsible for overseeing the research team and the development and delivery of the investment process including recommendations made by the investment committees she is also a member of Rathbones’ Investment Executive Committee.

Elizabeth previously worked at Progressive Alternative Investments, a fund of hedge funds, where she was a hedge fund analyst. Elizabeth graduated from Newcastle University and holds the Chartered Alternative Investment Analyst designation.

Elliot Bancroft

Investment director
Elliot Bancroft head shot - Rathbone Investment Management
Elliot Bancroft
Investment director

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years’ experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Elliot has a BSc in Robotics and Control Engineering and a Masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.

Emma Saunders

Research Analyst
Emma Saunders head shot - Rathbone Investment Management
Emma Saunders
Research Analyst

Emma Saunders is a Research Analyst and joined the team in December 2014. Emma sits on the Collectives Research Team and carries out quantitative and qualitative analysis to select the “best in class” funds for recommended use within the portfolios managed at Rathbones. Emma graduated with a BSc in Mathematics with Business Management from the University of East Anglia. She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA Charterholder. 

Euan MacDonald

Investment manager
Euan Macdonald head shot - Rathbone Investment Management
Euan MacDonald
Investment manager

Euan joined Rathbones in 2014 from Barclays Wealth where he began his career as a graduate trainee in 2009. During his time at Barclays he worked in London, Geneva and Glasgow as a portfolio manager, investment advisor and laterally as a private banker. Managing investments for high net worth private individuals, corporate pension funds and trusts.

Euan graduated from the University of Strathclyde with a BSc Hons in Product Design and went on to complete a postgraduate MSc in Finance. He holds the Investment Management Certificate and is a CFA Charterholder.

Euan is a member of the Rathbones Developed Market Equity Committee and is responsible for researching European collective investments for the firm. 

Evangelos Assimakos

Investment director
Evangelos Assimakos head shot - Rathbone Investment Management
Evangelos Assimakos
Investment director

Evangelos is an investment director who joined Rathbones in early 2012. He is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. He is a voting member of the firm’s Strategic Asset Allocation Committee and is Chairman of the firm’s Fixed Income Committee. For the last three years, he has also covered fixed income and commodities fund research, sitting on the respective collectives committees. 

Prior to joining Rathbones, Evangelos spent seven years at Turcan Connell Solicitors and Asset Managers, originally working in their Compliance department and during the last five years, managing private client portfolios and being responsible for the firm’s fixed income and commodities research as an Investment Manager. 

Evangelos holds an honours degree in Actuarial Mathematics & Statistics from Heriot Watt University and is a CFA charterholder. He also holds the Investment Management Certificate (IMC) and is a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI).

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