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.

Jason Dalley

Investment director
Jason Dalley
Investment director

Jason looks after charities, individual clients and their families. He also manages trusts, pension funds and companies. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he also sits on the committee for the Wealth Management Professional Interest Forum.

Jason started at Killik & Co. in 1994, after serving seven years as a Light Dragoon in the British Army. He moved to Ely Fund Managers in 1998 and joined Rathbones in 2006 when they acquired assets from Ely’s parent company, Dexia BIL. Jason was educated at RMA, Sandhurst and RMCS, Shrivenham (Cranfield).

Outside of work, Jason is a keen rugby supporter and coaches a junior team at Devizes RFC. He enjoys theatre, the Arts and Radio 4, and is a member of the Clifton Club and the Cavalry and Guards Club. He is also a charity volunteer and active member of the development committee for the Community Foundation for Wiltshire & Swindon.

Jason Toole

Investment director
Jason Toole head shot - Rathbone Investment Management
Jason Toole
Investment director

Jason Toole began his investment career at Vivian Gray & Co, which went on to become Greig Middleton and later merged to form Gerrard Ltd, and was a member of one of the leading private client teams. In 2004, Jason joined Taylor Young Investment Management Ltd as a senior investment manager managing a large and diverse client base, which included running OEIC funds.

Jason is an investment director at Rathbones and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Jeremy Newman

Investment director
Jeremy Newman head shot - Rathbone Investment Management
Jeremy Newman
Investment director

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry.

A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of 9 investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.

Jeremy Stanyer

Investment director
Jeremy Stayner head shot - Rathbone Investment Management
Jeremy Stanyer
Investment director

Jeremy Stanyer is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment.

Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Jing Hu

Asset Allocation Analyst
Jing Hu head shot - Rathbone Investment Management
Jing Hu
Asset Allocation Analyst

Jing is an Asset Allocation Analyst at Rathbones, supporting the Head of Asset Allocation Research as well the Strategic Asset Allocation Committee in maintaining and improving Rathbones' top down investment process.

Jing joined the firm in February 2017, before which she worked as an investment analyst for the investment arm of Arbuthnot Latham, a London based boutique private bank. She spent over three years at Arbuthnot, learning and contributing in areas of fund selection, thematic research and client support.

Jing holds two economics and business related degrees, a distinction in MSc Financial Analysis and Fund Management from Exeter University, and she is a CFA® charterholder.

Jo Sword

Investment director
Jo Sword
Investment director

Jo Sword is an investment director and has over 25 years of experience in private client investment management looking after individuals, trusts, charities and Self Invested Personal Pensions (SIPPs). She is a Chartered Fellow of the Chartered Institute for Securities and Investment, and has a joint honours degree in Economics and Agricultural Economics from Nottingham University. Prior to joining Rathbones in June 2006, she worked for 21 years at Kleinwort Benson where she was a director in the Private Bank.

Joanna Pennington-Jones

Investment director
Joanna Pennington-Jones
Investment director

Joanna began her investment career at Tilney in 1998 after graduating from Liverpool University. After a brief period at Brabners Solicitors, she forged her career at Blankstone Sington for over 17 years, becoming an Assistant Director in 2014. Joanna has significant experience of looking after discretionary and advisory private individuals and trusts, and has been a Fellow of the Chartered Institute of Securities & Investments since 2005, becoming Chartered in 2011.

Joe Crehan

Assistant investment manager - Rathbone Greenbank Investments
Joe Crehan head shot - Rathbone Investment Management
Joe Crehan
Assistant investment manager - Rathbone Greenbank Investments

Joe joined Rathbone Greenbank in November 2014.  He has a BSc (Hons) in Physics and Philosophy from Bristol University and is a fully qualified teacher, having completed the Teach First Leadership Development Programme. 
Joe has been awarded the CISI level 4 Investment Advice Diploma and is an associate member of the Chartered Institute for Securities & Investment. 

Joe McLoughlin

Investment manager
Joseph McLouglin head shot - Rathbone Investment Management
Joe McLoughlin
Investment manager

Joe McLoughlin is an investment manager in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 17 years financial Industry experience.  Joe attained his CISI Diploma in 2011 and works closely in a team with Investment Directors - Brian Kenny & Nick Shaw, managing private client, Trust and Charity assets valued in excess of £200m.  

Prior to joining Rathbones in 2003 as a Corporate Events administrator, Joe worked for Tilney Investment Mgt. He worked in various Operational roles covering several areas of the business ranging from Dividend Receipts, UK market settlements, and Overseas Trade settlement.

Joel Graves

Investment director, Rathbone Investment Management International
Joel Graves
Investment director, Rathbone Investment Management International

Joel Graves is an Investment Director at Rathbone Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst Charter Holder (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. Joel is Course Director and Lecturer at the Jersey International Business School.

Joel began his finance career in 2005 as a commercial independent wealth manager with HSBC in Leeds. In 2010 he moved to Barclays Bank Offshore, working over the next five years in Jersey, Kenya and Cyprus, 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 manager; and joined Rathbones at the start of 2019.

John Billing

Trust Manager
John Billing
Trust Manager

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 David

Head of Rathbone Greenbank Investments
John David head shot - Rathbone Investment Management
John David
Head of Rathbone Greenbank Investments

John David is head of Rathbone Greenbank Investments and is an investment director. In addition to managing bespoke private client and charity portfolios, John also sits on Rathbones’ Social and Environmental and Corporate Governance Committees.

John is a graduate of Exeter University and is a chartered fellow of the Chartered Institute for Securities & Investment. He began his financial career in 1997 with UBS Warburg in London before moving to Bristol to join Greig Middleton. He joined Rathbones in 2001 and was a founder member of Rathbone Greenbank.

John Duffy

Senior trust manager
John Duffy head shot - Rathbone Investment Management
John Duffy
Senior trust manager

John Duffy is a tax and trust consultant working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP). As part of his ongoing commitment to technical development, John sits on the STEP Liverpool Branch Committee.

John Grout-Smith

Investment director
John Grout-Smith head shot - Rathbone Investment Management
John Grout-Smith
Investment director

Johnny joined Rathbones Winchester in 2005, before making the move to us in 2012. He manages portfolios for private individuals and their SIPPs, as well as for a number of charities.

Johnny’s career began on the trading floor in the eighties with stockjobbers Akroyd and Smithers, and then private client brokers Henry Cooke Lumsden. When they were acquired by Brown Shipley, he stayed on for another six years before joining Rathbones Winchester, later transferring to Chichester to be closer to where he grew up. Johnny is a Chartered Member of the Chartered Institute for Securities & Investments.

John Gunn

Investment director
John Gunn head shot - Rathbone Investment Management
John Gunn
Investment director

John Gunn has been an investment director in Rathbones' Edinburgh office since July 2000 and he manages a large number of private client portfolios. Prior to that date, he spent seven years as a vice president for Merrill Lynch International Private Banking where, amongst other things, he was responsible for helping to set up and run the Edinburgh Office. Before this he worked at Coutts in London as a financial services manager.

Jon Liddiard

Investment director
Jon Liddiard head shot - Rathbone Investment Management
Jon Liddiard
Investment director

Jon Liddiard is an investment director. His clients consist of private individuals, charities, trusts and personal pensions. He is a member of the Chartered Institute for Securities and Investment. Jon's career started on the floor of the Stock Exchange with Greene & Co in 1981. In 1985 he joined Sheppards & Chase and remained with them for over 21 years and through several mergers until moving to Rathbones.

Jon Perree

Trust manager
Jon Perree
Trust manager

Jon joined Rathbone Trust Company as a Trust Manager in 2016 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients.

His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with Estate Administration and Personal Taxation.

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs.

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.

Jonathan Brock

Investment manager
Jonathan Brock head shot - Rathbone Investment Management
Jonathan Brock
Investment manager

Jonathan joined Rathbones in 2011 and provides discretionary management for private clients, pensions, trusts and charity portfolios.  He started his investment career at JP Morgan in 2007 and prior to joining Rathbones, worked at Newton assisting in the management of private client portfolios. 

Jonathan graduated from the University of St Andrews in 2007 with a 2:1 in Economics & Management and is a Chartered Member of the Chartered Institute for Securities and Investment.  He holds both the Investment Management Certificate (IMC) and the CISI Level 7 Masters in Wealth Management. 

Jonathan Giles

Managing director, Rathbone Investment Management International
Jonathan Giles head shot - Rathbone Investment Management
Jonathan Giles
Managing director, Rathbone Investment Management International

Jonathan Giles is managing director of Rathbone Investment Management International, he manages a range of private client, trust and charity portfolios and for the past five 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 30 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee and also sits on the Rathbone Strategic Asset Allocation Committee. He joined Rathbone Investment Management International in January 2006.

 

Jonathan Hill

Investment director
Johnathan Hill head shot - Rathbone Investment Management
Jonathan Hill
Investment director

Jonathan Hill is an Investment Director, joining Rathbones in March 2011.  He is a Fellow of the Chartered Institute of Securities and Investment and has been managing investments for a wide range of Private Individuals, Trusts, SIPPs and Charities since 1983. 

Jonathan originally started his city career as a jobber with Wedd Durlacher Mordaunt before moving across to stockbroking with Henderson Crosthwaite in 1983.  Jonathan managed the Horsham office for Henderson Crosthwaite for a number of years before returning to London shortly before the firm merged to become Carr Sheppards Crosthwaite.  He moved to Teather & Greenwood in 2001, and thereafter experienced a number of changes of ownership before resigning from BNP Paribas to join Rathbones.

Julian Chillingworth

Chief investment officer
Julian Chillingworth head shot - Rathbone Investment Management
Julian Chillingworth
Chief investment officer

Julian is Rathbones’ Chief Investment Officer, and therefore plays a key role in the ongoing development of the organisation’s investment process. Prior to this, Julian was assigned Board Director of Rathbone Unit Trust Management in October 2001, and joined Rathbones in July 2001 as deputy Chief Investment Director.

Julian is also a member of Rathbones’ Investment Executive Committee. He has over 30 year’s investment experience, gained within organisations such as James Capel, Global Asset Management, Bankers Trust and Investec Asset Management

Julian Longton

Investment director
Julian Longton head shot - Rathbone Investment Management
Julian Longton
Investment director

Julian Longton is an investment director and manages a wide range of private client, family trust, personal pension and charity portfolios. Julian achieved the Securities Industry Diploma in 1997 having joined A H Cobbold & Co in 1986. In October 2010 Julian became a Chartered Fellow of the Chartered Institute for Securities and Investment.

Julian Rathbone

Head of charities, Liverpool
Julian Rathbone head shot - Rathbone Investment Management
Julian Rathbone
Head of charities, Liverpool

After graduating from Edinburgh University in 1994 with an MA (Hons) in Geography (2:1), Julian joined Price Waterhouse, now PWC. On qualifying as a Chartered Accountant, he then joined Rathbones in 1997. He is now also a Chartered Fellow of the Chartered Institute for Securities and Investment.

At Rathbones, Julian specialises in the management of charities and private clients and is head of Charities in Liverpool. He sits on the Charity Asset Allocation and Stock Selection Committees. In addition he sits on the Risk Management Committee and the Group Client Committee. He is a trustee of several charities and a regular speaker at charity seminars.

Outside of work Julian enjoys keeping fit, tennis, cycling and skiing as well as a busy family life.

Julian Stapleton

Investment sales executive
Julian Stapleton
Investment sales executive

Julian is an Investment Sales Executive, working on developing relationships with IFA’s. He specialises in discretionary fund management and multi-asset investment solutions for the intermediary market.

He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.

Julian holds an LLB (Hons.) Law degree from Lancaster University.

Julian Whately

Solicitor and Director of Rathbone Trust Legal Services
Julian Whately
Solicitor and Director of Rathbone Trust Legal Services

Julian Whately qualified as a solicitor in 1974 and has practised since then, initially as a property lawyer. He joined Rathbones in 2014 and now specialises in private client work with a particular focus on landed estates.

Julian is an executor of a number of Wills, a trustee of many trusts, and brought with him to Rathbones his own following of clients, many of whom he has advised for a number of years.

Julie Smith

Investment manager
Julie Smith head shot - Rathbone Investment Management
Julie Smith
Investment manager

Julie Smith is an Investment Manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  Julie is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.

Julie joined Rathbones in July 2015 following nearly 9 years with Brewin Dolphin and 5 1/2 years with Aberdeen Asset Managers in Trainee and Investment Manager roles.

Aswell as Julie’s CISI Diploma, her qualifications also include the Investment Management Certificate, Financial Planning Certificates 1, 2 and 3, and a Degree in Commerce.

Justin Armet

Investment director
Justin Armet head shot - Rathbone Investment Management
Justin Armet
Investment director

Justin Armet is an Investment Director and has a broad range of investment mandates including those for private clients, SIPPs, Trusts, and local charities. Justin is a Chartered Fellow of the Chartered Institute for Securities & Investment, an Associate of the Chartered Institute of Bankers in Scotland and holds the Private Client Investment Advice & Management (PCIAM) which is a CISI Level 6 qualification.

Justin started his career in Investment Management in 1988 with Bank of Scotland, initially as a trainee Investment Manager. During his time with Bank of Scotland he was also responsible for developing & marketing the service. He joined Rathbones Edinburgh Office in 2010 following the acquisition of the Bank of Scotland business from Lloyds. 

Justine Peck

Investment director and regional coordinator for IFA relationships - South and South East
Justine Peck head shot - Rathbone Investment Management
Justine Peck
Investment director and regional coordinator for IFA relationships - South and South East

Justine has a vast experience investing private client portfolios having been with Rathbones for more than thirty years. She is a respected member of our firm and sits on our Investment Executive Committee as well as the IFA Investment Committee.  She acts as Regional Co-ordinator for IFA relationships across the South, recognising the importance of a holistic approach to clients’ finances. 

Justine is active in the local area and as deputy head of Rathbones’ Winchester office she heads up our annual carol concert in the historic setting of Winchester Cathedral among other events.  Many of Justine’s clients have invested with her for several generations and she sees her role as more than just managing investments. She is passionate about getting to know families and helping them grow over the years to meet both their investment goals and life ambitions.

Kate Elliot

Senior ethical researcher - Rathbone Greenbank Investments
Kate Elliot head shot- Rathbone Investment Management
Kate Elliot
Senior ethical researcher - Rathbone Greenbank Investments

Kate is a senior ethical researcher for Rathbone Greenbank, responsible for assessing the social and environmental performance of companies in addition to monitoring emerging ethical themes. She also helps co-ordinate Rathbone Greenbank’s stewardship and engagement activities. Since 2014, Kate has served on the Admissions Panel for the Social Stock Exchange, helping to assess and identify companies delivering social or environmental impact. She joined Rathbones in 2007 after graduating from the University of Bristol with a Masters in philosophy and mathematics.

Kate Palmer

Investment manager
Kate Palmer head shot - Rathbone Investment Management
Kate Palmer
Investment manager

Kate is an investment manager based in the Winchester office.

Her career began in London with Bordier UK (formerly Berry Asset Management) where she was responsible for managing portfolios for private clients, personal pension funds and trusts. She spent 10 years at Bordier before joining Rathbones in 2016.  

Kate is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Masters in Wealth Management. She graduated from the University of Manchester with an honours degree in Economics. 

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