Our People

Peter is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 2014 prior to which he had been a partner of Smith & Williamson Investment Management Ltd where he had been for some 20 years. At Smith & Williamson he provided investment support to the personal financial planning arm concentrating on pension management, fixed income investing and heading up the collective research process.

At Rathbones Peter works very closely with James Vincent and three further investment managers heading up a team looking after £1bn+ of private client, pension, charity and trust investments. The team specialise in supporting high net worth individuals and their families. As a very experienced fixed income investor, Peter also sits on the Fixed Income Committee. 

Peter speaks a number of languages and has a degree in French & Swedish with Economics. Having spent his formative years in Italy he had plenty of exposure to skiing and most alpine sports and is currently a Trustee of the Skiers Trust of Great Britain. He is a keen cyclist and when possible heads down to the family home in Cornwall for coastal walking.

Peter is an Investment Director who joined Rathbones in 2014 from Adam Investment Management. He graduated from the University of St Andrews with a BSc Hons in Geography and went on to complete an MSc postgraduate degree in Property Investment and Management. Peter holds the CISI Chartered Wealth Manager qualification, the CFA Investment Management Certificate, and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Peter started his investment career at HSBC working in fund services before moving to Adam Investments in 2010, where he supported senior managers in the running of private client portfolios, company research and coverage of the UK equity market.

Peter specialises in the management of private client, charity, trust and pension portfolios, investing across all asset classes on behalf of clients.

Peter leads the London and Cambridge Region at Rathbones Investment Management. He joined Rathbones in 2012 following the acquisition of Taylor Young Investment Management Ltd where he was Chief Executive Officer and Head of the Executive Committee. In his role as Investment Director, Peter draws on over 35 years’ experience in the wealth management sector as well as the wide range of specialists within Rathbones in attending to the needs of the individual clients, trusts and pension schemes he is responsible for. Clients are at the heart of all that Rathbones do and Peter leads in a collaborative style and is passionate about developing staff to ensure they can provide the highest quality client service. In January 2022 Peter became Chair of the Rathbones Investment Executive Committee, which oversees the governance of the investment process and areas of ongoing development. Peter is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager and holds a BSc (Honours) in Mathematics and Statistics from the University of London. He is also a trustee of estate, family, and charitable settlements.

Phil is an investment director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply.

Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager.

Phil is responsible for managing investment portfolios for private individuals, trusts and SIPPs.

Phil is an investment director, who manages a variety of investment portfolios.  After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year.  Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Phil is head of business of business development directors at Rathbones having joined Rathbones in May 2012 after 24 years with AXA. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the West.

Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.