Our People

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Georgina assists Robert Hughes-Penney and James Douglas-Withers in the management of portfolios for private clients, charities and trusts. She joined Rathbones in 2018 as a portfolio modelling assistant prior to joining the Rathbones Trainee Investment Manager programme where she spent time circulating investment management teams, Rathbones Financial Planning, our research desk, as well as various back office teams before joining her current team permanently in 2021 as an assistant investment manager.

Georgina read Politics and International Relations at the University of York graduating with a first class honours degree which included a year abroad in Barcelona. She is a member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 4 Investment Advice Diploma (Securities) and Chartered Wealth Manager qualification.

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Gerry is a business development director and is a key point of contact for financial advisers in the North of England.  He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market.  He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations.  In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner.  In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the region.

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

As well as the day to day management of clients portfolios, Glen sits on the Investment Committee covering collectives and is closely involved with the strategic development of the Group’s IT systems and technological support of its investment management operations.

Glenn has joined Rathbones as an investment director having begun his career in financial markets in 1985.

In 1992 he joined a team offering tailored and bespoke investment solutions for clients of financial advisers, this team became part of Charles Stanley & Co Ltd in 1995. In 2000 Glenn joined Brewin Dolphin Ltd and progressed to divisional director. He works tirelessly with the IFA community offering bespoke services and investment solutions for high net worth individuals with pensions, offshore bonds, general and ISA accounts. Glenn is a member of the Chartered Institute for Securities & Investment.

Glenn is married with two boys and his hobbies include being with his family, football, cricket and playing golf as often as possible.

Gordon is an investment director and manages investment portfolios for a wide range of clients.

Gordon graduated from Strathclyde University with a degree in Analytical Chemistry before joining Speirs & Jeffrey in 1992. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Graeme is an investment director and manages portfolios for a broad range of clients. With a background in research, he continues to take a considerable interest in smaller companies in the building, construction and real estate sectors.

Graeme graduated from Glasgow University with a law degree and joined Speirs & Jeffrey in 1986. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.