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.

Matthew Sutton

Client director, Rathbone Investment Management International
Matthew Sutton head shot - Rathbone Investment Management
Matthew Sutton
Client director, Rathbone Investment Management International

Matthew Sutton is a client director at Rathbone Investment Management International. He has worked in the private client investment management industry for over 35 years, most recently as a director of Cazenove Capital in Jersey. In that time he has worked closely with trust companies, consultants, individuals and their advisers providing solutions in investment management, banking and debt structuring. Matthew is a Chartered Member of the Chartered Institute for Securities and Investment. He holds the Diploma in Company Direction from the Institute of Directors, a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing, and the Banking Diploma from the Chartered Institute of Bankers.

Matthew Wakefield

Solicitor and Director of Rathbone Trust Legal Services
Matthew Wakefield
Solicitor and Director of Rathbone Trust Legal Services

Matthew Wakefield joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper & Whately solicitors.  Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts.  Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax. 

Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required.

Meera Dennis

Regional director
Meera Dennis head shot - Rathbone Investment Management
Meera Dennis
Regional director

Meera Dennis is an investment director and has a Masters degree in Economics from Calcutta University and is a Chartered Fellow of the Chartered institute for Securities.

Meera started her professional career as a journalist in Calcutta, before joining the Bombay Stock Exchange in 1985. She subsequently moved to Aberdeen and started her investment career with William Murray Stockbrokers in 1987, helping to set up the Charterhouse Tilney office in Aberdeen in 1988. She joined Allied Provincial Securities in 1993 and was later appointed a divisional director of Brewin Dolphin. She managed both discretionary and advisory funds covering private clients, charities, Self Invested Personal Pensions (SIPPs) and offshore and onshore investment bonds. She joined Rathbones in February 2010.

Mel Wells

Investment director
Mel Wells head shot - Rathbone Investment Management
Mel Wells
Investment director

Mel is a private client investment director managing discretionary and non-discretionary portfolios for high net worth individuals, SIPPs and Trusts.

Mel is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has long experience within the private client and banking industry. Prior to joining Rathbones in January 2015, Mel worked at Coutts & Co Bankers for over 20 years mainly in their Investment Department.

He had a short stint at Flemings and left to join Mercury Asset Management which was taken over by Merrill Lynch. Mel joined Smith & Williamson as an investment director in 2003 and worked for them for 11 years.
Mel lives in West Sussex with his wife, Pam. His hobbies include sailing.

Melanie Wotherspoon

Client development director
Melanie Wotherspoon head shot - Rathbone Investment Management
Melanie Wotherspoon
Client development director

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she spent nine years at Baring Asset Management and previously worked for Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. 

Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered member of the CISI.

She is both a Trustee and Chair of the Finance and Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. The Scott Trust has a particular focus on the young. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Michael Cumberlidge

Investment sales consultant, Scotland and Northern Ireland
Michael Cumberlidge
Investment sales consultant, Scotland and Northern Ireland

Michael is an Investment Sales Consultant for Scotland, Northern Ireland and London working alongside Brian McLauglin; and is responsible for growing the Rathbone footprint in the area via deeper relationships with the Financial Adviser community as well as Discretionary Fund Managers. Michael joined  Rathbones in October 2016, having spent 2 years with Octopus Investments. 

Michael Daly

Investment Director
Michael Daly headshot
Michael Daly
Investment Director

Michael is an Investment Director and manages portfolios for a wide range of clients from individuals and families to pension funds and trusts.

Michael graduated from Aberdeen University with an honours degree in political studies, and Stirling University with an MSc in investment analysis. He joined Speirs & Jeffrey in 1999 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Michael Wilson

Investment Director
Michael Wilson headshot
Michael Wilson
Investment Director

Michael is an Investment Director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions. 

Michael graduated from Aberdeen University with a degree in economics and accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Michael has a background in research and institutional stockbroking. Away from the office he enjoys his family life and a variety of different sports.

Mike Bolsover

Head of strategy and organisation development
Mike Bolsover head shot - Rathbone Investment Management
Mike Bolsover
Head of strategy and organisation development

Mike Bolsover is Head of Strategy and Organisation Development, appointed in September 2014. Mike has spent over 30 years in commercial and retail banking sectors, undertaking a range of roles with a bias towards strategy and the management of people.

Following a lengthy career with Midland bank and then subsequently HSBC, Mike moved into private wealth management, as Director of Strategy and Human Resources for Gerrard. For the past 9 years Mike worked for Euroclear SA/NV the world’s largest post trade settlement infrastructure  as Director Corporate Strategy, working  in Europe, South America, Africa and Asia. He was awarded an OBE for his work in building opportunities for the unemployed.

Mike Hunter

Senior financial planner
Mike Hunter head shot - Rathbone Investment Management
Mike Hunter
Senior financial planner

Mike is a senior financial planner, joining Rathbones in 2017 from Lloyds Bank Private Clients. Mike has over 30 years’ experience of working in the financial services industry. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society who specialises in providing holistic financial planning to high net worth individuals.

Mike Webb

Rathbone Unit Trust Management - chief executive
Mike Webb
Rathbone Unit Trust Management - chief executive

Mike Webb is chief executive officer of Rathbone Unit Trust Management, joining in February 2010.  With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development.  Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the retail division of GT Global Asset Management and sales & marketing director of Prolific Financial Management.

Naomi Morris

Investment Sales Consultant, West
Naomi Morris
Investment Sales Consultant, West

Naomi is an Investment Sales Consultant working alongside Ben Johnson; and is responsible for client relationships and sales within the South West of England, South Wales and the Channel Islands. Before becoming a sales consultant, Naomi was an Investment Sales Administrator at Rathbones where she was responsible for assisting the sales team and managing internal relationships with the marketing team.

Naomi joined Rathbones in April 2016 having graduated with a BA (Hons) in Economics from the University of Sheffield. She holds the Investment Management Certificate.

Natalie Rizzi

Investment director
Natalie Rizzi head shot - Rathbone Investment Management
Natalie Rizzi
Investment director

Natalie Rizzi is an investment director and has been managing funds for private clients and trustees since 1993. She joined Rathbones in July 2000 from Close Brothers where she was director of Private Asset Management (formerly Rea Brothers). She spent most of her career at Rea Brothers starting off in foreign exchange and moving to the investment management department in 1989. Natalie passed her general registered representative exam in 1989 and has been a diploma member of the Chartered Institute for Securities and Investment since 1993.

Nathan Darby

Investment director
Nathan Darby head shot - Rathbone Investment Management
Nathan Darby
Investment director

Nathan Darby manages bespoke discretionary portfolios for charities, private client, trusts, pension funds, offshore bonds and corporate clients. He is a Chartered Fellow of the Chartered Institute of Securities and Investment. Nathan works with many local and national solicitors, accountants and financial advisors. He regularly presents at charity and investment seminars, with some of these leading firms. Nathan sits on the regional Chartered Institute for Securities and Investment committee, which represents local members at a national level.

Nathan has worked as an investment manager since 1994, starting his career at Albert .E. Sharp. Following a takeover by Old Mutual Nathan moved to Quilter, where he worked for 13 years, latterly holding the position of Vice President. He was the regional charity specialist, sitting on the Quilter charities committee and managing a number of the company’s largest charity accounts. Nathan joined Rathbones at the start of 2013 as an Investment Director in the Birmingham office.

Nehal Desai

Investment manager
Nehal Desai head shot- Rathbone Investment Management
Nehal Desai
Investment manager

Nehal started her career in 2008 at EFG Private Bank Limited, before moving to Rathbones in 2010. Nehal worked in Compliance where she gained valuable experience conducting Investment Manager Portfolio reviews and implementing regulatory changes.

Nehal transferred into Investment Management as an Assistant Investment Manager in 2014.

Nehal graduated from City University in 2007 with an Honours degree in Law. She is a Member of the Chartered Institute for Securities and Investments. She has also obtained the Investment Management Certificate, Diploma in Investment Compliance and Masters in Wealth Management.

Nehal works in a team assisting in the management portfolios for individuals, family groups and their associated trusts, charities and pension funds.

Neil Kerry

Associate sales director, North
Neil Kerry head shot - Rathbone Investment Management
Neil Kerry
Associate sales director, North

Neil is an Associate Sales Director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years experience in sales.

Neil Minto

Investment manager
Neil Minto head shot - Rathbone Investment Management
Neil Minto
Investment manager

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008.

He graduated from Northumbria University with a degree in economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification.

Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.

Nicholas Elliott

Associate sales director, London
Nicholas Elliot head shot - Rathbone Investment Management
Nicholas Elliott
Associate sales director, London

Nicholas is an Associate Director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.

Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.

Nicholas holds a BSc (hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.

Nicholas Hall

Investment director
Nicholas Hall head shot - Rathbone Investment Management
Nicholas Hall
Investment director

Nicholas joined Rathbones in April 2016 from HSBC where he had spent the last 28 years working in the Discretionary Wealth Management division. He graduated from the University of Southampton in 1984 with a bachelor’s degree in Politics and International Studies. 

Nicholas is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and attained the CISI Diploma qualification in 1990.  He is an extremely experienced investment professional specialising in the management of multi asset investment portfolios for private investors, their pensions, trusts and charities. 

Nicholas Taylor-Young

Investment director
Nicholas Taylor-Young head shot - Rathbone Investment Management
Nicholas Taylor-Young
Investment director

Nicholas joined Rathbones in 2011 and, after an period working alongside other managers, he is now part of a larger team headed by Tim Hubbard.

He graduated from Cambridge with an MA in Natural Sciences and started working life at Price Waterhouse, before moving to James Capel in 1986 and Smith & Williamson until 1995. He then moved to Taylor Young Investment Management Ltd (TYIM), a firm started by his father in 1986.

He worked at TYIM for 17 years, as a fund manager and analyst, and latterly as a director and member of the executive committee. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

He is married with two children and lives in Kent.

Nick Cliffe

Investment manager
Nick Cliffe
Investment manager

Nick graduated with a BA in History from Cardiff University in 2002 and is a Chartered Fellow of the Securities Institute. 

He started his financial career with Barclays Wealth in London before moving to HSBC Global Asset Management in 2010, where he managed discretionary investment portfolios for a range of individuals, companies and charities. 

Prior to joining Rathbones in Bristol, Nick moved to Close Brothers in 2015, where he was part of a team managing £450m of assets on behalf of a variety of private clients, trusts and Self-Invested Personal Pensions. 

Nick is a holder of the Private Client Investment Advice and Management qualification, the Investment Management Certificate and the Certificate in Financial Planning.

Nick Fisher

Investment director
Nick Fisher head shot - Rathbone Investment Management
Nick Fisher
Investment director

Nick Fisher is an investment director, responsible for the management of private client portfolios and is a Fellow of the Chartered Institute for Securities and Investment. He joined Rathbones in 2001 from JPMorgan Fleming where he was a director of Fleming Private Asset Management. He became a member of the Stock Exchange in 1986 with Montagu, Loebl, Stanley.

Nick Jackson

Investment director
Nick Jackson head shot - Rathbone Investment Management
Nick Jackson
Investment director

Nick started his career in 1993 as an investment assistant at James Capel in the City. By 1998 he had been promoted to Senior Executive and took over a client base from a retiring Senior Executive in 1999. Nick moved to Rathbones at the start of 2002 and was employed as an Investment Director.

Nick is a chartered fellow of the CISI having attained all of his professional qualifications whilst in the City. He also has a Diploma in Business and Finance which he attained in 1992.

Nick works in a team alongside Helen Gerrard, and their focus tends to be on private individuals, their pension monies and their trusts which have been acquired either directly or through an intermediary. Nick is also an elected member of the Rathbone Investment Management forum.

Nick is married with two sons, who keep him busy on the mountain either skiing, biking or walking, on the golf course and in the surf, when on the family's annual holiday to Jersey.

Nick Liddle

Investment director
Nick Liddle head shot - Rathbone Investment Management
Nick Liddle
Investment director

Nick Liddle is an investment director with responsibility for the bespoke investment management of portfolios for private clients and their Trusts, Self Invested Personal Pensions (SIPPs) and Charities. He has over 25 years investment experience having started his financial career with the Edinburgh stockbrokers, Bell Lawrie, subsequently Brewin Dolphin, where he rose to become a Divisional Director. His responsibilities there included being a Trustee of both the Defined Benefit and Defined Contribution company pension schemes and also a founding member of the asset allocation committee. 

Nick Roe-Ely

Investment director - Rathbone Greenbank Investments
Nick Roe-Ely head shot - Rathbone Investment Management
Nick Roe-Ely
Investment director - Rathbone Greenbank Investments

Nick began his investment career after university in 1981 with Tilney & Co, in Liverpool, where he spent 24 years. He joined Rathbones in 2011 after spending time as head of asset management with an investment boutique and with J O Hambro Capital Management in London.

Having graduated with honours in History from the University of Cambridge he  was elected a member of the London Stock Exchange in 1986. Nick is a chartered fellow of the Chartered Institute for Securities and Investment.

Although Nick specialises in the management of private clients, trusts, pensions and charities he is also an experienced US and global equities fund manager, and contributes to the Rathbone investment process being a member of the International Equities Committee. Additionally, he is a member of Rathbones IFA specialist group.

Nick lives in the Wirral, and when not keeping tabs on two teenagers tries to pursue his interests in sport, history, gardening and DIY.

Nick Swales

Regional director
Nick Swales head shot - Rathbone Investment Management
Nick Swales
Regional director

Nick started his career at Wise Speke, however, before joining Rathbones, he spent eight years at UBS where he became an executive director and head of the Newcastle office.

As well as gaining a degree from Newcastle University, Nick holds the Chartered Institute for Securities (CISI)  Diploma and is a Chartered Fellow of the CISI. Nick is also a Board Director of the CISI. In addition,  Nick also holds the Financial Planning Certificate (FPC) 1,2 & 3.

Nick has significant experience in managing private client, trust, offshore, pension fund and charity portfolios.

Nick is Chairman of the Percy Hedley Foundation, a large charity in the North East of England providing educational, vocational and residential care opportunities for disabled people; a trustee of both the Newcastle University Retirement Benefit Fund and the University’s Development Trust.

Nicola Day

Deputy Head of Rathbone Greenbank Investments
Nicola Day head shot - Rathbone Investment Management
Nicola Day
Deputy Head of Rathbone Greenbank Investments

Nicola Day is an investment director with over twenty years experience in managing bespoke portfolios for private clients, charities and pensions. Nicola has a BSc (Hons) in economics and an MSc in corporate governance and ethics. She is also a chartered fellow of the Chartered Institute for Securities & Investment.

Nicola joined Rathbone Greenbank in August 2006 from Gerrard Investment Management Limited where she was head of the ethical division for six years. Prior to this she spent twelve years as an investment manager at HSBC Investment Management, formerly James Capel.

Nigel Reynoldson

Investment director
Nigel Reynoldson
Investment director

Nigel began his career in the city in 1974, moving into Financial Services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange.

During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbones Investment Management in June 2014.

Nik Mir

Investment director
Nik Mir
Investment director

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.

Noelle Cazalis

Fund manager
Noelle Cazalis head shot - Rathbone Investment Management
Noelle Cazalis
Fund manager

Noelle works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund, she also manages the Rathbone High Quality Bond Fund.

Noelle joined Rathbones in August 2011 and was made assistant manager in January 2016, then fund manager in  November 2018. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undertook due diligence on the banking sector for the French Embassy.

Noelle has achieved two master’s degrees in Economics & Finance with distinction in 2010, from the University of Bordeaux. Noelle is a CFA (Chartered Financial Analyst) charterholder and was recently named in the 2016 Citywire Top 30 Under 30 investment management awards and in the CFA UK Society’s 30 and under profiles.

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