Our People

Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.

Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.

He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013. Prior to that he was a Director at UBS Wealth Management. He has 25 years investment industry experience and specialises in the management of all aspects of multi-generational family wealth.

James graduated in Law from Newcastle University in 1998, holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. James is a current trustee of the St Mary the Virgin charity and a former trustee of the Great North Air Ambulance Service.

As an Investment Administrator, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Rathbones. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.

I analyse cross asset structured products for the benefit of multi-asset portfolios and bespoke mandates and co-manage specific long volatility portfolios for clients. I spend time educating a range of clients and interested advisors on what structured products are and how to use them efficiently. In addition, I am part of the Structured Products Committee.

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed. I provide a high level of flexibility in everything I do, which means not only in service, but taking care of Ethical, Sustainable, Environmental, Social, and Governance (ESG) desires, or High Income requirements in Retirement. I'm also able to consolidate all your current investments into one place for simplicity. I typically work with families and individuals pre and post-retirement, but I also manage Pensions, Trusts, Charities, and Company portfolios.

Adam is a Regional Director and Head of the Glasgow office. He manages investment portfolios for individual clients, families, trusts, pension funds and charitable organisations. He joined Speirs & Jeffrey in 2010 and is a Chartered Member of the Chartered Institute for Securities & Investment. 

He graduated from the University of St Andrews with an honours degree in Business Management. He then studied for a postgraduate qualification in Investment & Finance at the University of Strathclyde before joining Speirs & Jeffrey in 2010 and becoming a Director of the company. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Adam was named in the 2021 PAM Insight UK Top 40 Under 40, which looks at the rising stars across the Wealth Management and Private Banking Industries.