Our People

James is head of sales support for Rathbones’ distribution to financial advisers. He is responsible for business development co-ordination and the support provided to adviser firms in their use of our discretionary services.

James has worked for Rathbones since 2012 and within financial services since 1987.  Previously he was director of marketing and business development for a regional discretionary investment firm. As well as the experience of working within the DFM industry since 2005, James has also enjoyed spells as an IFA within three different national advisory practices.

James assists Nicholas Hall, Martha Back, Fiona Scade and Henry Donne with managing over £500m in assets for private clients, trusts and charities. He is an associate of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI level 4 Investment Advice Diploma (Securities) in 2019. He is currently studying towards the Chartered Wealth Manager qualification.

Having graduated from the University of the West of England with a first class honours Business Management and Finance degree, he joined Rathbones in 2017. James was working in Rathbones’ financial planning team before commencing the trainee investment manager programme in September 2019.

James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.

Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.

James joined Rathbones in 2016 where he started his career as a graduate trainee. Prior to this, he worked as a paralegal having completed the Legal Practitioners course. James graduated with a second class honours degree in Politics, Philosophy and Economics from the University of York and has a master's degree in Political Philosophy.

James assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

He is a CFA Charterholder and Associate of the Chartered Institute of Securities and Investment (CISI).

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

James is an investment director and is responsible for running portfolios on behalf of private clients, small charities, self-invested pension schemes and trusts. He has a BSc (Hons) in Business Finance and Economics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

James joined Rathbones in 1990 after spending a number of years working at Sheppards.

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.

James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.

James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

James manages portfolios for private clients, trusts and pensions. After graduating from the University of Glasgow in 2010 with an honours degree in Law, he spent time abroad, before joining Speirs & Jeffrey in June 2012. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James is a Chartered Wealth Manager and he is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

In addition to looking after his own client bank, James also works closely with Graeme Dickie.