Our People

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.

Adam is an investment manager and has worked in private client investment management since 2011. He joined Rathbones in 2017 having previously worked at Redmayne-Bentley.

Adam completed a Masters in Wealth Management in 2017. This is the highest qualification the Chartered Institute for Securities and Investment offers. He graduated from University in 2008 with a 2:1 degree in Business Management with Finance and Economics.

Adam specialises in discretionary investment management for private clients, trusts, charities and personal pension funds (SIPPs). 

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Alastair is an investment director and a Chartered Fellow of the Chartered Institute of Securities and Investment.

Alastair has spent his entire working career in private client investment management in London, starting in 1984 at Vickers da Costa. Alastair joined Laurence Keen, which subsequently became part of Rathbones, in 1992.

Alastair is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment. He manages portfolios for a wide range of clients including private individuals, trusts and charities. 

Alastair graduated from Durham University with an honours degree in Engineering.  His financial career began at KPMG and Blackadders Wealth Management before joining Speirs & Jeffrey in 2004.  Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.
 
He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015. 
 
Alastair has over 25 years of experience in private client investment management. He grew up in England but was educated in Scotland and works across the UK with a diverse client base specialising in the management of family wealth. He has long experience in collectives management as well as direct equity and bond market investment.
 
He is a trustee of the Scottish Cot Death Trust.

Alex joined Rathbones as an investment director in 2002 and manages a large portfolio of high net worth private clients, their SIPPs and associated trusts. He started his investment career in London over 30 years ago at Henderson Administration where he trained. He subsequently helped establish the private client fund management department within Murray Johnstone before moving to Premier Asset Management.

Alex is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments.

Alex is an investment director, he has a joint honours degree in Politics, Philosophy and Economics from UEA. Alex is a Chartered Fellow of the Chartered Institute for Securities and Investments, holding the Diploma, and is also a Chartered Financial Analyst charterholder.

Prior to joining Rathbones in December 2007, Alex worked at HSBC Investments (formerly James Capel) for eight years managing investment portfolios for charities and private clients. At HSBC Alex was a member of the UK Stock Committee and specifically covered the engineering, aerospace and defence sectors.