Our people

Christopher is an Investment Director and a Fellow of the Chartered Institute for Securities and Investment.

He manages investment portfolios for charities, trusts, pensions and private clients including some with ethical criteria. He also enjoys working with independent financial advisers.

After graduating from Bristol University, where he had an army scholarship, Christopher served for seven years in a cavalry regiment. He started at Rathbones in 2002, where he trained, and as Investment Director worked in Bristol and Exeter. In 2012 he moved to Brewin Dolphin as Divisional Director before rejoining Rathbones in 2016.

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

He is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and won the FT Extel Prize awarded by the Institute for its diploma examinations in 1996/97. After graduating from Cambridge University, he trained with Smith & Williamson Securities and Wise Speke Limited before joining Rathbone Brothers in 1997.   

Clare is an investment director, with over 25 years of experience of working with private client investment portfolios including trusts, charities and pension funds. 

She is a Chartered Fellow (Hon) of the Chartered Institute of Securities and Investments (CISI) where she was a director from 1992 until 2010.  She is now Chairman of the CISI Educational Trust and is a member of the CISI Investment Committee.

Clare is a Trustee of the Laurence Keen Pension Fund and sits on the M.S. Society Investment Committee.  She is also a Trustee of Calvert Trust, Exmoor.

Clare is an investment director and provides discretionary management for a longstanding client base. These cover private clients, corporate clients, charities and trusts. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Clare joined Rathbones in July 2010 following the acquisition of the Bank of Scotland Portfolio Management Service from Lloyds. She had been with Portfolio Management Service for 25 years and during this time was involved in all aspects of private client investments and managed private client portfolios for the latter 17 years.

Clive is an investment director with 25 years experience in private client fund management.  He has been actively involved in the management of portfolios for larger complex family structures, including the management of bespoke family funds, and accordingly is also a director of Rathbone Unit Trust Management (Rathbone Funds).

Clive is a member of the Rathbone Investment Management Investment Executive Committee. He is also on Rathbones' committees for Strategic Asset Allocation and UK Stock Selection. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree from London University.

Clive joined Rathbones in 2000, prior to which he spent 15 years at Kleinwort Benson. Throughout this period he was actively involved in the research and stock selection process, was deputy chief investment officer and in his earlier years was research manager for the oil, gas, utility and pharmaceutical sectors. Prior to his career in the financial services, Clive served a three year commission with the Royal Regiment of Fusiliers.

Colin joined Rathbones as an Investment Director in September 2014. His career in fund management began at Schroders and he has also worked at Hambros Bank, Thornhill Investment Management and Jupiter where he was Head of Private Clients & Charities for many years and managed a wide range of portfolios. He was a non-executive director of the City of Oxford Geared Investment Trust 1998-2006.

He graduated from Oxford University with a 2nd class honours degree in PPE and has been a member of the CISI ( MCSI )  since 2012.

He is a Trustee of the Nelson Trust (an addiction treatment charity based in Gloucestershire ) and has recently been appointed Hon Treasurer of the Royal Society of Literature. He sits on the investment committee of Eton College.

Colin is a client development director responsible for advising private clients and trusts in all aspects of financial planning.  He has been advising private clients and their families on complex estate planning, pension solutions and generational wealth succession since 2001.

Prior to joining Rathbones, Colin was a director at Coutts and HSBC International, advising internationally mobile and non domicile clients on country specific tax solutions and excluded property trusts.  

Colin is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities and Investment. Furthermore, he holds qualifications from other jurisdictions, well placing him to comment on cross jurisdictional financial planning matters.

Connor joined Rathbones in October 2018 as a client services executive on the London charity team, supporting Ivo Darnley, Elliot Bancroft and Olivia Merrick. Prior to joining Rathbones, he was at Quilter Cheviot as an investment administrator working with private clients. Connor began his career in 2013 and has over 6 years of investment experience.

Corinne is an investment director at Rathbone Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities. She is a graduate with a Bachelor of Science in Economics from the University of Bristol.  Corinne currently holds the Masters in Wealth Management and is a chartered member of the Chartered Institute for Securities and Investment.

Corinne joined Rathbones in April 2007 and previously worked as an economic analyst.

Craig is an Investment Director and manages portfolios for private clients, trusts and charities. He is a Chartered Fellow of The Chartered Institute for Securities & Investment.

Craig graduated from the Aberdeen Business School, Robert Gordon University in 1996 with an honours degree in commerce and joined Speirs & Jeffrey later that year. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Craig is the Investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of Financial Services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Daniel is a trainee investment manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).

Daniel assists a team in managing over £1bn in assets for private clients, charities and trusts.

He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 4 Investment Advice Diploma.

Danny 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.

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 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 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 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 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 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).

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 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 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 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 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 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 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 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 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 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.