Mark is an investment director who began his career at Rathbones in 2006. He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Helen Gerrard and Nick Jackson.
Mark is also involved in the running Rathbones’ financial awareness programme – a national initiative which aims to increase the financial awareness of young people. As part of this programme, Mark speaks at schools and hosts financial workshops for young people who are looking to broaden their financial knowledge or seeking to pursue careers in the finance industry.
Mark has completed the Securities Institute Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and is a Chartered Wealth Manager. He also holds an honours degree in English.