Our People

Jack joined Rathbones Glasgow office in 2022 after nearly six years with Brewin Dolphin in Edinburgh. 

Jack holds a First-Class degree in Immunology and Pharmacology from the University of Aberdeen and has completed the Chartered Wealth Manager Qualifications through the Chartered Institute for Securities & Investment. 

Working closely with Craig Baxter, Jack has experience managing investment portfolios for private clients, pensions, and trusts.

Outside of the office, Jack lives in Kippen, Stirlingshire, and is a keen hill walker with his dog Ronnie. 

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Jake supports Nick Fisher, David Shepherd and Christopher James in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics and a BSc (Hons) in Economics with Spanish from the University of Kent.

Jake is a Chartered member of the Chartered Institute for Securities & Investment (CISI) having completed the Investment Advice Diploma and Chartered Wealth Manager qualifications.

Jake joined Rathbone Investment Management International (Jersey) in November 2016 as part of the Rathbone Graduate Programme. Jake assisted with the management of portfolios for individuals, trusts, companies and charities and has experience working with offshore investment mandates. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.

Jake graduated from the University of Kent with a Distinction in an MSc in Finance and Management and a 2:1 Honours degree in International Business. He is part way through his CFA and is qualified as an Associate for the Chartered Securities and Investments (CISI) after completing the Investment Advice Diploma.

Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years  and national BDM at Coram Asset Management for a further 2 years.

James joined Rathbones in November 2023 following his previous role as Co-head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds. James has also worked at Santander Asset Management and Moore UK Chartered Accountants, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as institutions and retail investors.

James has a BA in History from Leicester University is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

James is an investment director in the London office and is responsible for managing investments for private clients, including their pensions, companies and charities. James also sits on the Investment Committee with responsibility for selecting North American collective investments.

Prior to joining Rathbones in 1997, and after graduating, James worked in financial public relations with ABS Communications.