Our People

I work within the Investment Management Team, where I assist Investment Managers in managing Discretionary Portfolios for a wide range of individuals, pensions, trusts and charities. With a background in financial advice, I have first hand experience in both Financial Planning and Investment Management. I primarily work alongside George Hunt and Mary Young.

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.

I am responsible for investment risk analysis and contribute to asset allocation and portfolio construction of various client mandates. For any investment portfolio with stated goals, my contribution is to provide a quantitative insight into the investment mandate and how the goals could be met and highlight shortcomings due to changes in the equity markets, bond markets and within alternative asset universe including real estate. I regularly publish reports showing investment positions and the likely performance and risk communicated within the business and to clients.

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.

As a member of the investment management support team, I provide comprehensive administrative and front-of-house support. I manage client interactions, acting as the first point of contact for visitors, ensuring a professional and welcoming experience. My responsibilities include handling correspondence, preparing client documentation, and maintaining accurate records.

I also assist with data administration and facilitate communication between clients, intermediaries, and internal departments. My hybrid role encompasses receptionist duties such as welcoming clients and visitors, managing incoming calls, and overseeing meeting room bookings.

By ensuring a seamless front-of-house experience and handling general office coordination tasks, I contribute to maintaining high standards of client service and operational excellence within the team!

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances. He now has almost 8 years’ experience of helping private clients and their families to achieve their financial goals and ambitions through a range of financial planning services including but not limited to: investment planning, retirement planning and estate planning.

He finds great satisfaction in giving his clients peace of mind when planning for contingencies and making financial decisions about their futures, evidenced by the following testimonial from one of his current clients:

“Aidan has been my first point of contact at Rathbones through the most difficult part of my life following the premature death of my husband. When I was least able to make any sensible decisions, he was there every step of the way to take me from a wife who allowed her husband to do everything regarding financial matters, to an independent woman who is now responsible for her own financial destiny, and I couldn't have achieved that without Aidan’s support, patience, and kindness. Aidan and the team have done a wonderful job for me, and they make me feel confident going forward that I will be financially secure and if I ever have any concerns, they are always there to advise me and put my mind at rest. Thank you, Aidan, and thank you Rathbones."

Aidan also holds a first-class honours degree in Financial Mathematics from the University of Kent and currently lives in St. Albans. Outside of work, Aidan enjoys spending time with his fiancée, family, and friends. He is also a keen skier and enjoys travelling the world and experiencing new cultures.

I typically help my clients and their families make informed decisions on their financial goals with the objective to maintain their desired lifestyle. This encompasses all areas of financial planning with a particular emphasis towards retirement and inheritance tax planning. My focus is to provide clients with peace of mind over their financial affairs, whilst ensuring their investments are structured in the most tax-efficient manner.

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.