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.

James McNab

Investment Manager
James McNab
Investment Manager

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.

James Mitchell

Investment manager
James Mitchell
Investment manager

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.

James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.

James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

James Mulholland

Investment manager
James Mulholland headshot
James Mulholland
Investment manager

James graduated from the University of Glasgow in 2010 with an honours degree in Law. After spending time abroad, he joined Speirs & Jeffrey in June 2012.

James is an investment manager and manages portfolios for his growing client base, while also working closely with Graeme Dickie. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James Neill

Investment director
James Neill
Investment director

James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

James Pettit

Investment director
James Pettit
Investment director

James is an investment director and has the Investment Management Certificate and an MSc in Banking and International Finance from City University Business School.

James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. At HSBC James was a member of its Investment Trust Committee, covering Asia and emerging markets. Prior to HSBC, James worked at State Street Global Advisors, the investment management arm of State Street Corporation. James sits on the Collectives Research Committee at Rathbones, covering infrastructure funds.

James Thomson

Fund manager and Executive director
James Thomson
Fund manager and Executive director

James has been lead manager of the Rathbone Global Opportunities Fund for the past 16 years and it is one of the top performing funds in the IA Global sector. 

James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones Fund Management business.

James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 19-year career.

James Vincent

Investment manager
James Vincent
Investment manager

After graduating from Brunel University in 2008, James joined Lloyds TSB Private Banking in Exeter as an investment reviewer. In 2010 he moved to London and worked briefly as an associate equity dealer before joining Smith & Williamson in 2011. James joined Rathbones as an investment manager in 2014.

James manages a range of portfolios for private clients, including pensions, charities and trusts.

James is a member of the Chartered Institute for Securities and Investment (CISI) and passed the CISI Masters in Wealth Management in 2013.

James Walker

Investment manager
James Walker head shot - Rathbone Investment Management
James Walker
Investment manager

James is an investment manager with experience managing a variety of bespoke portfolios for private clients, including SIPPs, charities, offshore bonds and discretionary trusts.

James completed the CFA Program in June 2010, having previously obtained the SII Diploma. He is a member of both the CFA Institute and CISI. He also holds a masters in Mathematics from the University of Warwick.

James moved to Rathbones in May 2010 having previously been an assistant vice president at Deutsche Bank Private Wealth Management, formerly Tilney Investment Management. He has been in the industry since his graduation in 2005.

James Ward

Investment director
James Ward
Investment director

James has 18 years' experience in financial markets and is in his tenth year at Rathbones. Graduating from Rhodes University in 1999 with a Bachelor of Commerce in Management, Economics and Industrial Sociology, he then joined Flemings as a graduate and worked his way to senior dealer. James is the chairman of the Asia, Emerging Markets and Commodities Fund Selection Committee and as well as managing private clients, trusts, pensions and charities, he is also the regional coordinator for the Discretionary Fund Management Services Committee representing the South East.

James is a member of King Hill Community Church; advises socially responsible investment projects into Southern Africa. He lives in Kent with his wife Lorel.

James Workman

Equity analyst
James Workman head shot - Rathbone Investment Management
James Workman
Equity analyst

James works within the investment team as an equity analyst. He joined fund manager Alexandra Jackson on the UK Opportunities Fund. James joined Rathbones in June 2015, previously focusing on the management of private client portfolios and charitable trusts.

He graduated from the University of Aberdeen with a BSc Hons in Biology. James also holds the CFA level 1 & 2, and is a candidate for level 3.

Jane Sydenham

Investment director
Jane Sydenham
Investment director

Jane is an investment director, specialising in the management of portfolios for individuals, family groups and their associated trusts, charities and pension funds.

She is a Chartered Fellow of the Chartered Institute for Securities and Investment. Jane is also a member of Rathbones Asset Allocation Committee responsible for communicating Rathbones' investment views and recommendations to clients and the media, appearing regularly on the Today programme on BBC Radio 4, as well as Wake up to Money on BBC Radio 5. She also contributes to the FT, Times and other titles on issues relevant to private clients.

Jane started her career with mid-sized private client firm Montagu Loebl Stanley in 1987, before a takeover by Robert Fleming, in 1989. Jane became a director of Fleming Private Asset Management in 1999, and joined Rathbones in 2001 following a takeover of Robert Fleming by Chase Manhattan, and a subsequent merger with JPMorgan.

 

Jane Wilcock

Investment director - Rathbone Greenbank Investments
Jane Wilcocks head shot - Rathbone Investment Management
Jane Wilcock
Investment director - Rathbone Greenbank Investments

Jane is an investment director working with both Greenbank and the London charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley & Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.

Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.

Janelle Johnston

Senior client service executive
Janelle Johnston
Senior client service executive

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon).  She is responsible for all aspects of client administration and supports the charity/institutional team.

Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

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 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 nine 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 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 his 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

Senior asset allocation analyst
Jing Hu head shot - Rathbone Investment Management
Jing Hu
Senior asset allocation analyst

Jing is a senior 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 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 director
Joe McLoughlin
Investment director

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.  

Prior to joining Rathbones in 2002 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 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 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.

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 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 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

John is an investment director based in the Chichester office managing a range of private client portfolios, pension funds, trusts and charities. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI).

John started his career on the floor of the London Stock Exchange before joining Henry Cooke Lumsden stockbrokers in 1987. He moved to Rathbones in 2006 initially in the Winchester office before transferring to Chichester in 2010.  

John Gunn

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

John 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.

John Hunt

Portfolio Manager
John Hunt
Portfolio Manager
John joined Rathbones in 2020, following a near-twenty year investment career at Barclays. 
 
In 2016, John took on management of Barclays’ Court of Protection (CoP) and Special Interest (SI) book, representing the most vulnerable component of Barclays’ discretionary proposition. This involved a tailored style of management sensitive to the unique nature of each set of client circumstances.
 
Prior to specialising in CoP and SI work, John managed private client, offshore bond, trust and pension portfolios for Barclays’ Northern Ireland discretionary book. He served on Barclays’ Fixed Income Collectives Committee, and was latterly responsible for the allocation of Government Debt and European equity within the firm’s regional models.
 
John graduated from the University of Sheffield in 2000, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

John Pipon

Assistant investment manager
John Pipon
Assistant investment manager

John is an assistant investment manager with Rathbone Investment Management International in Jersey. He holds a first class honours degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School.

John is a Chartered Member of the Chartered Institute for Securities and Investments, having passed in 2018 the level 6 certificate in Private Client Investment Advice & Management (PCIAM) with distinction. John also holds the Investment Advice Diploma which he attained in 2017.

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