Our People

Elizabeth is Rathbone Investment Management’s co-chief investment officer.  Working alongside Edward Smith, she has joint responsibility for Rathbones’ research department, the evolution and performance of its investment process and its responsible investment philosophy. Day- to-day, she focuses on overseeing equity and fund selection, stewardship and ESG integration, research implementation and operations. She is also a member of Rathbones’ Investment Executive Committee.

Elizabeth joined Rathbones in 2005 and previously worked at Progressive Alternative Investments, a fund of hedge funds. Elizabeth graduated from Newcastle University and holds the Chartered Alternative Investment Analyst designation and the CFA Certificate in ESG Investing.

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon. 

She is currently studying towards the CISI Investment Advice Diploma.

Ellie manages investment portfolios for a range of clients including individuals, families and charitable organisations. She works primarily with Regional Director, Adam Drummond. She graduated from the University of Strathclyde with a first class honours degree in International Business and Finance and joined the Speirs & Jeffrey investment team in 2018. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Ellie is a Chartered Member of the Chartered Institute for Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualification with distinction. She sits on the Rathbones Overseas Equity committee and contributes actively to committee discussions on international equity markets. She is also a CISI Financial Services Specialist and sits on the examination panel for the Securities and Investment exam.

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Elliot has a BSc in Robotics and Control Engineering and a masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.

Elliot is a Chartered Member of the CISI and a Chartered Wealth Manager with eight years’ experience. He manages investments for high net-worth individuals, charities, trusts, personal pension funds and the clients of financial advisers.

Elliot joined Rathbones in 2020 and works alongside Julian Masters. Prior to this, Elliot spent five years at Brewin Dolphin after graduating from Oxford Brookes University, with a BA (Hons.) in Business & Management.

Elliot is a member of the Developed Equities Collectives Committee which helps to guide on global thematic investment ideas. He is also involved in networking events for professional intermediaries.

Ellis is a trainee investment manager at Greenbank. She is a graduate with a Bachelor of Arts in Accounting and Finance from the University of the West of England. Ellis was awarded the CISI Investment Operations Certificate in November 2018 and the CISI Level 4 Investment Advice Diploma in October 2022.

Ellis joined Rathbones in March 2016 and previously worked for JP Morgan.

Emma joined Rathbones in 2017 to build out Rathbones Asset Management's product capability covering UK and international fund and mandate structures, being appointed to head up the department in 2018 as Head of Product Management. Emma was promoted product director, taking a seat on the Rathbones Asset Management executive in 2019. In January 2021 she was appointed to the wider role of chief operating officer for Rathbone Asset Management, responsible for product, transformation and strategy.

Prior to joining Rathbones Emma was a financial consultant based in London and later New York, charged with delivering complex capital market projects in derivatives trading and corporate finance at UBS, Morgan Stanley, Deustche Bank and Credit Suisse.

Emma is a research analyst and joined the team in December 2014. Emma sits on the collectives research team and carries out quantitative and qualitative analysis to select the “best in class” funds for recommended use within the portfolios managed at Rathbones. Emma graduated with a BSc in Mathematics with Business Management from the University of East Anglia. She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA charterholder.