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.

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.

Nolan Webber

Investment director
Nolan Webber head shot - Rathbone Investment Management
Nolan Webber
Investment director

Nolan manages portfolios for private clients, trusts, pensions, companies and charities. He is a graduate of the University of the West of England with a first class honours degree in Business Studies; and joined Rathbones in September 2001 – after three years in a similar role at Greig Middleton.

Nolan is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI); where he is also past president of the CISI Bristol, Bath & South Wales Branch Committee. Outside of work Nolan is a member of MENSA and supports various charities. 

Oliver Burns

Investment director
Oliver Burns head shot - Rathbone Investment Management
Oliver Burns
Investment director

Oliver Burns graduated from University of Birmingham with a degree in Economic and Social History.

Oliver joined Rathbones in September 2014 as an Investment Director from Jupiter Asset Management. At Jupiter, Oliver managed investment portfolios for a wide variety of clients including private clients, charities, institutions, and trusts. He was also an assistant manager for Jupiter Fund of Investment Trusts and Monthly Income unit trusts. Oliver started his career at Bestinvest whom he joined in 1997 where he ultimately became Head of Investment Management. Oliver is a Chartered Member of the CISI.

Oliver Craven

Client development director
Oliver Craven
Client development director

Oliver Craven joined the Private Office of Rathbones in 2019 as a client director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.

Prior to joining Rathbones, Oliver was a Private Wealth Advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.

Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.

Oliver Northover

Investment manager
Oliver Northover
Investment manager

Oliver is an investment manager based in the Winchester office and manages private client, SIPP, trust and charity portfolios. He previously spent 3 years at HSBC Global Asset Management before joining Rathbones in 2013.

Oliver graduated from the University of Durham in 2006 with a Masters degree in Finance and Investment and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Olivia Merrick

Investment Manager
Olivia Merrick head shot - Rathbone Investment Management
Olivia Merrick
Investment Manager

Olivia is an investment manager on the charity team at Rathbones, where she joined from Investec Asset Management. She is an associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.

Olivia graduated from Exeter University with a BSc. Hons in Economics and Politics, and currently sits on the charity stock selection committee at Rathbones, as well as the stewardship committee.

 

Paul Greaves

Investment manager
Paul Greaves
Investment manager

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an Investment Manager for 14 years. Paul managed accounts on both an Advisory and Discretionary basis ranging from Private Clients, SIPPs, ISAs, Trusts, Companies and Charities.  

Paul is a chartered fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Paul Phazey

Investment director
Paul Phazey
Investment director

Paul joined Rathbones in 2015 having spent 25 years with Gerrard and its predecessor companies which subsumed into Barclays Wealth.

Since 2007, Paul has worked with a large number of specialist professionals in personal injury and Court of Protection, aiding lay and public authority deputies with the wealth management and broader finances of an extremely vulnerable client base. He is a proud supporter of Headway East London, Headway Blackpool and Wyre & Fylde, raising charitable donations with his team from various events and adventures over the past decade.

Paul is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Paul Sayers

Senior financial planner
Paul Sayers
Senior financial planner

Paul is a Chartered Financial Planner with over 25 years’ experience.

He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

Paul is a member of the personal injury and Court of Protection team, providing independent financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a Director for Cranleigh Riding for the Disabled.

Paul Watson

Senior financial planner
Paul Watson
Senior financial planner

Paul is an experienced Chartered Financial Planner who is working towards becoming a Fellow of the Personal Finance Society. He joined Rathbones in 2018 after spending 3 years as an Independent Financial Adviser working for Argyle Consulting  looking after high net worth clients and has over 20 years working in the financial service industry. Paul provides tailored financial planning advice to our private clients in retirement accumulation and decumulation strategies, tax efficient investment and structures, estate planning and inheritance tax planning and protection planning.

Paula Forecast

Investment director
Paula Forecast
Investment director

Paula was delighted to join Rathbones following the successful acquisition of Jupiter’s private client and charities operation in September 2014. 

Paula is an experienced investment manager and has always specialised in the management of private client and charity portfolios.  She is dedicated to understanding each client’s specific requirements and providing a clear and personal service to trustees and family members through the generations, working closely with their other advisers.

She began her investment career at Hoare Govett moving to Invesco with her team in 1988 to build a private client investment business which was later acquired by Singer & Friedlander Investment Management.   At Jupiter, Paula was a senior member of the team developing a high quality service and award winning investment process for the firm’s private and charity clients. 

Paula was elected as a member of the London Stock Exchange in 1991.  She is a Chartered Fellow of the Securities Institute and also a Chartered Wealth Manager. She is proud to be a trustee of the National Health Service Pensioners Trust charity and time out of the office is always spent with her family.

Penny Harris

Investment director
Penny Harris
Investment director

Penny Harris is an investment director. She has over 25 years’ experience in private client investment management looking after individuals, trusts, charities and Self Invested Personal Pensions (SIPPs).  She is a Chartered Fellow of the Chartered Institute for Securities and Investment and has a degree in English from University College London. Prior to joining Rathbones in June 2006, she was at Kleinwort Benson Private Bank for 20 years, where she was a director.  

Perry Rudd

Head of ethical research - Rathbone Greenbank Investments
Perry Rudd head shot - Rathbone Investment Management
Perry Rudd
Head of ethical research - Rathbone Greenbank Investments

Perry Rudd is head of Rathbone Greenbank’s ethical research team having joined Rathbones in 1999 after a career in the IT industry. He is responsible for managing the team’s proprietary research database and for producing its bi-annual reviews. He also conducts thematic research into key responsible investment issues as well as analysing corporate performance on environmental, social and governance matters. Perry was a founder member of both Rathbone Greenbank and Rathbones’ Social and Environmental Committee.

Peter Fenney

Investment director
Peter Fenney head shot - Rathbone Investment Management
Peter Fenney
Investment director

Having graduated from Liverpool University with a mathematics degree in 1981, Peter joined a local stockbroking firm where he helped develop their in-house research facility.

He became a member of The Stock Exchange in 1986, winning the award for highest ‘country ‘ candidate in that year, and progressively broadened his role to incorporate asset allocation and portfolio construction, before committing to individual client portfolio management. 

Peter joined Rathbones in 1997 and manages portfolios for a diverse range of private clients, pensions, trusts, and charities.

Peter Lowe

Investment director
Peter Lowe head shot - Rathbone Investment Management
Peter Lowe
Investment director

Peter joined Rathbones in 2014 and is an Investment Director with around 20 years experience in private client investment management. Prior to this he was a partner of Smith & Williamson Investment Management Ltd where he looked after a wide range of portfolios principally for clients seeking a lower risk approach to fund management. He was also in charge of the team that recommended collective funds sitting on a number of internal committees overseeing strategy, risk and asset allocation. He is a member of the Chartered Institute for Securities & Investment (CISI).

Peter McCallum

Investment manager
Peter McCallum head shot - Rathbone Investment Management
Peter McCallum
Investment manager

Peter is an Investment Manager who joined Rathbones in 2014  from Adam Investment Management. Peter graduated from the University of St Andrews with a BSc Hons in Geography and went on to complete an MSc postgraduate degree in Property Investment and Management. He also holds the CFA Investment Management Certificate, the CISI Certificate in Private Client Investment Advice and Management, and is a full member of the Chartered Institute for Securities and Investments.

Peter started his investment career at HSBC working in fund services before moving to Adam Investments in 2010, where he supported senior managers in the running of private client portfolios, company research and coverage of the UK equity market.

Peter specialises in the management of private client, charity, trust and pension portfolios, investing across all asset classes on behalf of clients.

Peter Thomson

Investment director
Peter Thomson head shot - Rathbone Investment Management
Peter Thomson
Investment director

Peter Thomson graduated with a BSc (Honours) in mathematics and statistics from University of London in 1986. He joined Taylor Young Investment Management Ltd in 2004 from Gerrard Limited where he spent 18 years managing private client, trust and charity mandates. At Gerrard he chaired the investment process committee and, latterly, was head of the Global Strategies Division.

At Taylor Young Investment Management Ltd he led the investment team and research functions and in May 2006 was appointed chief executive officer and head of the executive committee. Peter is an investment director and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Phil Bain

Deputy managing director, Rathbone Investment Management International
Phil Bain
Deputy managing director, Rathbone Investment Management International

Phil Bain is the deputy managing director of Rathbone Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR). He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 32 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.

Phil Wyatt

Investment director
Phil Wyatt head shot - Rathbone Investment Management
Phil Wyatt
Investment director

Phil Wyatt is an investment director, who manages a variety of investment portfolios.  After graduating from Southampton University with an Honours degree in Sports Science, Phil joined HSBC later that year.  Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities.  He is a Chartered Member of the Institute for Securities and Investment

Philip Baker

Senior financial planner
Philip Baker head shot - Rathbone Investment Management
Philip Baker
Senior financial planner

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Philip Rennie

Investment director
Philip Rennie head shot - Rathbone Investment Management
Philip Rennie
Investment director

Philip Rennie is an Investment Director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply.

Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager.

Phil is responsible for managing investment portfolios for private individuals, trusts and Self Invested Personal Pension funds.

Philip Turner

Vision Financial planning account manager
Philip Turner
Vision Financial planning account manager

Philip started his career at Sun Life Assurance in London and then moved to Bristol to join AXA. Philip’s career with AXA spanned 23 years, 17 of those years in sales, employed as a business development manager for 6 years and then the latter 11 years as regional sales manager, managing a team of business development managers within the intermediary division.

Philip is qualified with the Investment Management Certificate, a diploma in financial planning, a certificate in discretionary investment management and is currently studying for the Private Client Investment Advice and Management examination.

His role in Rathbones is to grow and develop the business Rathbones writes with Vision Financial Planning advisers nationally. 

Polly Anderson

Strategic Partnership Manager
Polly Anderson head shot - Rathbone Investment Management
Polly Anderson
Strategic Partnership Manager

Polly is our Strategic Partnership Manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nano-technology, employee health services and travel management.

Rachel Lewis

Tax manager
Rachel Lewis head shot - Rathbone Investment Management
Rachel Lewis
Tax manager

Rachel Lewis is a tax senior, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. Rachel specialises mainly in personal taxation but is also involved in VAT compliance for non resident entities. Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Randolph Churchill

Investment director
Randolph Churchill head shot - Rathbone Investment Management
Randolph Churchill
Investment director

Randolph Churchill is an investment director, Chartered Accountant and is a Fellow of the Chartered Institute for Securities and Investment.  Randolph previously led an investment team at Schroders Private Bank.  Before joining Schroders, he was Director in charge of charities at Lazard Asset Management running investments for a number of larger UK charities.  He also worked at Deloitte and Touche Accountants.

After leaving school, Randolph served five years in the Royal Navy and his last appointment was as a Navigating and Operations Officer on HMS Swallow in the Hong Kong Squadron.  Subsequently, Randolph attended Buckingham University where he was awarded a degree in Financial Management and Accountancy.  

Until December 2016 Randolph was a Director of the Armed Services Investment Company that oversees the investment for over 100 military charities and also until December 2016 a Trustee of the Winston Churchill Memorial Trust.

Randolph is currently a Trustee of the War Memorial Trust, President of the International Churchill Society, Patron of The Biggin Hill Memorial Museum Trust, a Patron of Winston’s Wish and the JAGS Foundation.

Rebecca Tunstall

Investment manager
Rebecca Tunstall head shot - Rathbone Investment Management
Rebecca Tunstall
Investment manager

Rebecca Tunstall is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a Junior Investment Manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

Richard Dawson

Regional director
Richard Dawson
Regional director

Richard Dawson is the Regional Director for Rathbones’ Kendal office; along with the Kendal team Richard manages funds on behalf of private clients, pension funds, charities and trusts. 

Richard moved to the Lake District to join Rathbones in 2002, having trained and worked in London, and has been investing on behalf of his clients for close to 25 years.

With a degree in Business Studies Richard is also a Fellow of the Chartered Institute for Securities and Investment. Richard is married with two daughters, he enjoys many outdoor activities and is also a Governor of a local community school.

Richard Gomersall

Client director, Rathbone Investment Management International
Richard Gomersall
Client director, Rathbone Investment Management International

Richard is a client director at Rathbone Investment Management International. He is primarily responsible for the growth of the overseas private client base with an emphasis on Asia.  Richard is a Fellow of the Chartered Institute for Securities and Investment, holds a Diploma in Trust and Estate Practice and has two degrees in financial services. Richard joined Rathbones in September 2018 and has 20 years’ experience in financial services in both Jersey and Hong Kong, most recently with HSBC and Brooks Macdonald.

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