Our People

Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.

She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.

Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon).  She is responsible for all aspects of client administration and supports the charity/institutional team.

Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles.

He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel.

At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.

Jason started his city career at Killik & Co Stockbrokers in 1994, after seven years in the British Army as a Light Dragoon. He moved to Ely Fund Managers in 1998 and then joined Rathbones in 2006.

Outside of Rathbones, Jason takes an active role in charitable work. He is the Chairman of Bath Recreation Ltd; a charity in the Georgian City of Bath, responsible for providing sports facilities and recreation for the local people. He has recently finished as a trustee at Wiltshire Community Foundation, after nine years of service and is a trustee of the Gunmakers’ Company Charitable Trust where he is also a Liveryman. He is also a Freeman of the Guild of Investment Managers.

Sports wise, he is a keen rugby supporter, fly fisherman and field sports enthusiast. In good weather he can also be found riding classic motorcycles, of which he has a few.

Jason began his investment career at Vivian Gray & Co, which went on to become Greig Middleton and later merged to form Gerrard Ltd, and was a member of one of the leading private client teams. In 2004, Jason joined Taylor Young Investment Management Ltd as a senior investment manager managing a large and diverse client base, which included running OEIC funds.

Jason is an investment director at Rathbones and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Jemima joined Rathbones in October 2020 on the Graduate Scheme. She graduated with a first class degree in Management BSc from the University of Nottingham. Jemima assists Natalie Rizzi and Henry Barnes in managing investments for private clients, trusts and pensions. 

Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon. 

Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.    

Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jenna works with clients on a holistic basis, helping to plan for their future through; wealth accumulation, tax planning and mitigation, retirement planning and, estate and inheritance tax planning. Jenna also has a keen interest in helping divorcee clients, using detailed long-term cashflow analysis to provide greater visibility over wealth.

Jenny joined Rathbones in 2021 as part of the distribution team. In April 2024, she started as an engagement analyst working with all the fund management franchises to deliver Rathbone Asset Management's engagement strategy and lead direct engagements with companies. Jenny previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management.

Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry.

A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of nine investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.