Our People

Jeremy is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment.

Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began his career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Jess joined Rathbones in November 2018 as an administration assistant supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Jess was promoted to Client Service Executive in January 2021.

Jess graduated from Brunel University in 2015 with an honours degree in Economics and Business Finance.

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones  in 2022. 
Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.

In addition to residential property work, Jessica also deals with the administration of estates.

Jing is a senior asset allocation analyst at Rathbones, supporting the head of asset allocation research as well the Strategic Asset Allocation Committee in maintaining and improving Rathbones' top-down investment process.

Jing joined the firm in February 2017, before which she worked as an investment analyst for the investment arm of Arbuthnot Latham, a London based boutique private bank. She spent over three years at Arbuthnot, learning and contributing in areas of fund selection, thematic research and client support.

Jing holds two economics and business-related degrees, a distinction in MSc Financial Analysis and Fund Management from Exeter University, and she is a CFA^® charterholder.

Joanna has significant experience of providing discretionary investment management for private individuals, family groups and their trusts, charities and pensions. She has been a Fellow of the Chartered Institute of Securities & Investments since 2005, becoming Chartered in 2011.

Joanna began her investment career at Tilney in 1998 after graduating from Liverpool University. She forged her career at Blankstone Sington for over 17 years, becoming an assistant director in 2014, before joining Rathbones in early 2019.

Jodie joined Rathbones in Jersey in 2020 before moving to the London office in October 2022. She manages discretionary portfolios for private clients, offshore trusts, pensions and charities. She began her career in 2016 at RBS International where she worked in institutional FX sales in the Markets division of the bank. Jodie graduated with a 2.1 BSc Honours degree in International Finance from the University of Buckingham and has passed the Level I of the Chartered Financial Analyst (CFA) exams. 

Joe is an investment manager at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered member of the Chartered Institute for Securities and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification.

He joined Greenbank in 2014 having previously worked for educational charity Teach First as a secondary school Physics teacher. He is a Physics and Philosophy graduate with a BSc and MA from Bristol University.

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.  

Prior to joining Rathbones in 2002 as a corporate events administrator, Joe worked for Tilney Investment Mgt. He worked in various operational roles covering several areas of the business ranging from dividend receipts, UK market settlements, and overseas trade settlement.

Joel joined Greenbank in August 2020 and is an assistant investment manager. He was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.