Our People

John joined Rathbones in 2001 and was a founder member of Rathbone Greenbank. In addition to managing bespoke portfolios for private clients, charities and trusts, John also sits on Rathbones’ Responsible Business, Responsible Investment and Stewardship committees. John is a graduate of Exeter University, a Chartered Fellow of the Chartered Institute for Securities & Investment, and holds the CFA Certificate in ESG Investing. He began his financial career in 1997 with UBS Warburg before joining Greig Middleton and then Rathbones.

John is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. Prior to joining Rathbones in January 2020, John spent nine years at Tilney as a portfolio manager. He holds an Honours Degree in Business Economics and is a member of the Personal Finance Society and a Chartered Fellow of the Chartered institute for Securities and Investments. John has attained the Diploma in Regulated Financial Planning from the CII and the Chartered Wealth Manager qualification from the CISI. 

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.

John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

John has an honours degree in Accountancy and is also a qualified member of the Association of Chartered Certified Accountants (ACCA), the Association of Taxation Technicians (ATT) and Society of Trust & Estate Practitioners (STEP).

Jon is an investment director. His clients consist of private individuals, charities, trusts and personal pensions. He is a member of the Chartered Institute for Securities and Investment. Jon's career started on the floor of the Stock Exchange with Greene & Co in 1981. In 1985 he joined Sheppards & Chase and remained with them for over 21 years and through several mergers until moving to Rathbones.

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth. Jon moved to the UK in 2005 and has since specialised in Onshore Trust compliance and advisory work but also has experience with estate administration and personal taxation. 

Jon’s excellent communication skills together with his legal, banking and accounting experience enable him to administer all types of trust and advise on a variety of different matters in trust administration. He enjoys building relationships with our clients to better understand their needs. 

Jon’s qualifications include a Diploma with the Institute of Chartered Secretaries and Certificates of Competency from the Association of Taxation Technicians in Personal Tax and Estate Administration. Jon is currently a STEP Affiliate and is working towards full membership status.

Jonathan joined Rathbones in 2011 and provides discretionary management for private clients, pensions, trusts and charity portfolios. He started his investment career at JP Morgan in 2007 and prior to joining Rathbones, worked at Newton assisting in the management of private client portfolios. 

Jonathan graduated from the University of St Andrews in 2007 with a 2:1 in Economics & Management and is a Chartered Member of the Chartered Institute for Securities and Investment. He holds both the Investment Management Certificate (IMC) and the CISI Level 7 Masters in Wealth Management. 

Jonathan is an investment director, joining Rathbones in March 2011. He is a Fellow of the Chartered Institute of Securities and Investment and has been managing investments for a wide range of private individuals, trusts, SIPPs and charities since 1983. 

Jonathan originally started his city career as a jobber with Wedd Durlacher Mordaunt before moving across to stockbroking with Henderson Crosthwaite in 1983. Jonathan managed the Horsham office for Henderson Crosthwaite for a number of years before returning to London shortly before the firm merged to become Carr Sheppards Crosthwaite. He moved to Teather & Greenwood in 2001, and thereafter experienced a number of changes of ownership before resigning from BNP Paribas to join Rathbones.

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Jonathan holds the Investment Management Certificate, the Private Client Investment Advice and Management Diploma and the CISI Masters in Wealth Management. He is also a CFA Charterholder and holds the CFA Certificate in ESG Investing as well as the STEP Certificate for Financial Services.

A Chartered Fellow of the Institute for Securities and Investments, Jonathan has a B.A. in Management Studies with Spanish from the University of Nottingham. He joined Rathbones in March 2022 and provides values-based investment solutions for private clients, trusts and charities, with an emphasis on ethical and socially responsible portfolios.