Our people

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 is an investment director with over 35 years experience of managing private clients, trusts and pensions portfolios, mostly on a discretionary basis.

He joined Rathbones after a career at Lloyds Private Banking in Mayfair, Williams de Broe in the City and latterly Investec Wealth & Investment.

He is a chartered member of the Chartered Institute for Securities & Investment.

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 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.

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.

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 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 joined Rathbones in June 2005, and is the lead manager on the Rathbone Heritage Fund.  She is an integral member of our Rathbone Global Sustainability Fund team, with a key role in the development of the investment process.  Elizabeth currently manages the Rathbone Income Fund.

Elizabeth joined Rathbones in January 2005 after graduating from the University of Oxford (Lady Margaret Hall).  She holds an MA in Mathematical Sciences.  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 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 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 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 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 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 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).

Fiona Scade joined Rathbones as an Investment Director in 2016.  At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi asset investment portfolios.  Fiona is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.  Fiona also holds a Diploma in Financial Planning with the CII.

Having graduated from the University of Nottingham with a 2.1 BSc, Fiona began her career at State Street Global Advisors as a graduate before moving to HSBC Global Asset Management in 2002 where she worked for 14 years in the Discretionary Wealth Management division.  Fiona had many roles during her career at HSBC including Head of Investment Trust Committee and Regional Head for the southern region working closely with clients and their advisers but her primary focus has always been on giving excellent service to her clients.

Freddy assists James Pettit and Alex Turnbull in various aspects of managing client portfolios on a day to day basis.

Prior to joining Rathbones, Freddy spent two and a half years at Hargreave Hale working as an Investment Manager’s Assistant on the private client desk. In his studies Freddy attained a BSc Hons in Physical Geography from Newcastle University.

Freddy is a member of the Chartered Institute of Securities and Investments achieving a pass with merit in the level 6, Private Client Investment Advice and Management exam. He is currently studying towards the Chartered Wealth Manager Qualification.

Gail is a Partnership Relationship Executive.  Within Rathbones, Gail works with the sales team and is primarily responsible for the platform relationships ensuring RUTM funds are represented to suit the needs of our clients.

Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Gareth assists in the management and administration of portfolios as part of the London Charity Team.  Gareth joined Rathbones in November 2015 from Quilter Cheviot where he was a Trainee Investment Manager. Prior to this Gareth graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics.

Gareth is a Chartered Member of the Chartered Institute for Securities and Investment and, after completing the Investment Management Certificate, obtained the Masters in Wealth Management in 2014.

Gary Smith is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010. He started his career at Coutts before moving to Granville Investment Management where he worked for a number of years alongside two investment directors. He joined Rathbones in 1996 as a settlement manager and was promoted to help run the middle office in 1998.

Georgina Hand is an investment director, looking after charities, trusts, personal pension funds and private client portfolios.  She is a Chartered Fellow of the Chartered Institute for Securities and Investment and a member of the Charity Finance Directors Group.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee, became an associate director in 2005 and an investment director in 2008.

Gill is an Investment Manager and a Chartered Fellow of the Institute for Securities.

She is responsible for managing portfolios for private clients and personal pensions (Sipps). She has also built up expertise in the field of portfolio management for trusts, Court of Protection work and charities.

After graduating from Exeter University, Gill went on to complete a postgraduate qualification. Having spent many years teaching economics at undergraduate level, she embarked on a total career change in 2002 and passed the necessary Stockbroking and Investment Management exams before beginning to build up a business on her own, largely by referral. Gill worked at Redmayne Bentley, Charles Stanley and Brewin Dolphin before joining Rathbones in 2018.

Glen Johnson is an investment director managing discretionary portfolios for family clients, private individuals, their Self-Invested Personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the Investment management Industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

As well as the day to day management of clients portfolios, Glen sits on the investment committee covering collectives and is closely involved with the strategic development of the Group’s IT systems and technological support of its investment management operations.

Graham Wells is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.
Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.

Graham is an investment director specialising in managing segregated portfolios for wealthy private clients, trusts and charities.

Graduating from university in 1991 with a BSc Econ (Hons) in Modern History and Politics, Graham joined the provincial stockbrokers Neilson Cobbold with whom he trained.  Qualifying as a Member of the Chartered Institute for Securities and Investment, at Diploma level, Graham became an Associate Director of the company at the age of 25.

In 1996 Rathbones acquired Neilson Cobbold and in 2000 Graham was appointed a Fellow of the Securities Institute.  He is Chairman of the Chartered Institute for Securities and Investment (CISI) Private Client Investment Advice & Management Examination Panel and a member of the CISI Wealth Management Pathway Qualifications Assessment Board and the CISI Examination Board. In addition, at Rathbones he sits on the Investment Management Training Committee and the firm’s SIPP Investment Process Committee.

Graham is Chairman of Tunbridge Wells RFC, Vice-Chairman of Weald Warriors Rugby League club and is an active referee in both codes of rugby.

Grant has almost 20 years experience in the industry having joined Glasgow stockbrokers Stirling Hendry in 1995 whilst still at university. Starting on the firms graduate trainee program, he progressed to the role of investment manager looking after variety of a private clients, trusts and charities. Through a variety of mergers the firm eventually became part of the Gerrard Group and he moved to Brewin Dolphin in 2005 and became an Assistant Director. He joined Rathbones in May 2015

Grant is a Member of the Chartered Institute for Securities and Investments. Outside of the office his interests are running and travel.

Greg joined Rathbones in 2002 as an investment director before becoming regional director in 2010. As well as looking after the direction and future development of the Chichester team, he manages a large book of private client portfolios and family groupings, including associated family trusts. He also manages a number of charities based in London and the South.

With nearly 30 years’ investment management behind him, Greg has worked for SNC (now Merrill Lynch), Murray Johnstone Private Investors and Premier Asset Management. He’s a Chartered Wealth Manager and Chartered Fellow of the Chartered Institute for Securities & Investment, as well as an IMC member of the Chartered Financial Analyst (CFA) Society of the UK.

Greg is Head of Sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.

Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was Director of Advisory Sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.

Helen is an Investment Director and started her career at Rathbones in 1987. Helen spent the early part of her career as a dealer and was Senior Dealer for five years before moving into fund management in 1994. Helen then went on to complete her professional qualifications and is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.

Helen works in a team with Investment Director Nick Jackson, and they specialise in the management of private clients, Trusts and Pension Funds as well as managing portfolios on behalf of a number of Charities. Helen also contributes to the Rathbone Investment process being a member of the Stock Selection Committee.

Helen is an Associate Sales Director, responsible for discretionary and institutional sales in London.

She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.

Henry Donne is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

On returning to the UK from Asia in 1997, Henry worked initially at investment managers Raphael Zorn Hemsley and Tilney & Co. before in 2006 joining HSBC Global Asset Management, as a director. This was in the discretionary wealth management division, with regional responsibility for the North and working closely with clients and their advisors. After 10 years service there he moved to Rathbones in 2016.