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.

Kerry Shaw

Senior Solicitor

Kerry Shaw

Senior Solicitor

London

Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.

Kerry is a member of the Society of Trust and Estate Practitioners.

Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.

Kerry is a member of the Society of Trust and Estate Practitioners.

John Billing

Trust manager

John Billing

Trust manager

London

John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.

John is a member of the Society of Trust and Estate Practitioners.

John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.

John is a member of the Society of Trust and Estate Practitioners.

Jonathan Giles

Managing director, Rathbones Investment Management International

Jonathan Giles

Managing director, Rathbones Investment Management International

Jersey

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbones Investment Management International in January 2006.

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbones Investment Management International in January 2006.

Catherine Taylor

Chief operating officer, Rathbones Investment Management International

Catherine Taylor

Chief operating officer, Rathbones Investment Management International

Jersey

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Phil Bain

Deputy managing director, Rathbones Investment Management International

Phil Bain

Deputy managing director, Rathbones Investment Management International

Jersey

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 37 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 37 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.

Alan Martin

Investment director, Rathbones Investment Management International

Alan Martin

Investment director, Rathbones Investment Management International

Jersey

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.

Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.

Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Connor Spence

Assistant investment manager

Connor Spence

Assistant investment manager

Jersey

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Joel Graves

Investment director, Rathbones Investment Management International

Joel Graves

Investment director, Rathbones Investment Management International

Jersey

Joel is an investment director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute. In his spare time, he runs courses helping candidates preparing for their CFA exams.

Joel began his finance career in 2005 as a commercial wealth manager with HSBC in Leeds and Jersey. In 2010 he moved to Barclays Bank Offshore, and was responsible for the management of the Barclays ‘International Funds’ discretionary portfolios for international clients, trusts and charities. Joel moved to Smith & Williamson in 2015 as a senior portfolio manage and joined Rathbones at the start of 2019.

Joel is an investment director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute. In his spare time, he runs courses helping candidates preparing for their CFA exams.

Joel began his finance career in 2005 as a commercial wealth manager with HSBC in Leeds and Jersey. In 2010 he moved to Barclays Bank Offshore, and was responsible for the management of the Barclays ‘International Funds’ discretionary portfolios for international clients, trusts and charities. Joel moved to Smith & Williamson in 2015 as a senior portfolio manage and joined Rathbones at the start of 2019.

Laura Winter

Investment manager, Rathbones Investment Management International

Laura Winter

Investment manager, Rathbones Investment Management International

Jersey

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016. Laura graduated from Lancaster University in 2014 with a First Class Bsc (Hons) degree in Marketing. 

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016. Laura graduated from Lancaster University in 2014 with a First Class Bsc (Hons) degree in Marketing.