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.

Ben Johnson

Head of regional sales (UK)

Ben Johnson

Head of regional sales (UK)

London

Ben is the head of regional sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a regional sales director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.

Ben is the head of regional sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a regional sales director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.

Michael Cumberlidge

Equity investment specialist

Michael Cumberlidge

Equity investment specialist

London

Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.

Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.

Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.

Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.

Julian Stapleton

Business Development Director

Julian Stapleton

Business Development Director

London

Julian is a Business Development Director specialising in developing and managing relationships with national firms and our strategic partners.

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 is a Business Development Director specialising in developing and managing relationships with national firms and our strategic partners.

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.

Trevor Harris

Managing Director

Trevor Harris

Managing Director

London

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Trevor is a member of the Chartered Institute of Taxation, the Association of Taxation Technicians and has a degree in Accounting and Finance.  Trevor started his career as a Trust Junior with a top 20 Accountancy practice in London and joined Rathbones in 2006 as a Trust Accountant.  Trevor left Rathbones in 2017 to head up the Trust department at a firm of London Accountants where he was a Partner before re-joining Rathbones in 2022.

Trevor specialises in family office services for high net worth clients with a focus on landed estates.  Trevor’s extensive technical knowledge and experience enables him to provide practical solutions to clients in line with their objectives.  

Chris Gardner

Investment director

Chris Gardner

Investment director

Liverpool

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.

Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust.

He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.

Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust.

He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.

Harpal Sra

Investment director

Harpal Sra

Investment director

London

Harpal has 17 years of experience in investment management. He joined Rathbones as a specialist personal injury and Court of Protection adviser having previously held this role at Barclays Wealth and Tilney.

He advises families, public authority bodies, leading law firms on the financial affairs of extremely vulnerable clients and individuals who have received a personal injury award. Harpal is a proud supporter of the Child Brain Injury Trust, raising charitable donations and organising events.

Harpal is a Chartered Investment Manager and a Chartered Financial Planner. He was previously ranked by eprivateclient as a top 35 under 35 adviser.

Harpal has 17 years of experience in investment management. He joined Rathbones as a specialist personal injury and Court of Protection adviser having previously held this role at Barclays Wealth and Tilney.

He advises families, public authority bodies, leading law firms on the financial affairs of extremely vulnerable clients and individuals who have received a personal injury award. Harpal is a proud supporter of the Child Brain Injury Trust, raising charitable donations and organising events.

Harpal is a Chartered Investment Manager and a Chartered Financial Planner. He was previously ranked by eprivateclient as a top 35 under 35 adviser.

Kat Harrington-Milne

Investment director

Kat Harrington-Milne

Investment director

Liverpool

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Kat is passionate about helping her clients, together with their legal representatives, take control of their financial future.  Her goal is to ensure every client can make informed decisions, driven by a clear understanding on how this might affect their long term financial position.  Her advice is tailored to the individual needs of each client, depending on their circumstances, as well as the nature and severity of their injuries. 

She is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute. Kat is working towards the Society of Trust and Estates Practitioners Diploma. 

When not helping clients, Kat attempts to train her sproodle.

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Kat is passionate about helping her clients, together with their legal representatives, take control of their financial future.  Her goal is to ensure every client can make informed decisions, driven by a clear understanding on how this might affect their long term financial position.  Her advice is tailored to the individual needs of each client, depending on their circumstances, as well as the nature and severity of their injuries. 

She is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute. Kat is working towards the Society of Trust and Estates Practitioners Diploma. 

When not helping clients, Kat attempts to train her sproodle.

Amy Kirby

Investment manager

Amy Kirby

Investment manager

London

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.

Ned Fox

Investment director

Ned Fox

Investment director

London

Ned joined Rathbones in 2020, having started his career at Smith and Williamson in 2009 where he managed a range of private client, pension and trust portfolios. He was the firm’s specialist on the UK banks sector, as well as leading collective research into UK equity and alternative credit funds.

Ned graduated from the University of St Andrews in 2009, and is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Ned joined Rathbones in 2020, having started his career at Smith and Williamson in 2009 where he managed a range of private client, pension and trust portfolios. He was the firm’s specialist on the UK banks sector, as well as leading collective research into UK equity and alternative credit funds.

Ned graduated from the University of St Andrews in 2009, and is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.