Our People

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Having completed the graduate investment management program and qualified as an investment manager at Speirs and Jeffrey, Stuart chose to deepen his investment expertise, spending two years as a research analyst where his responsibilities included research coverage of global equity funds and a range of quoted equities. Stuart returned to working as an investment manager as he enjoys the ability to continue to analyse investments while seeing first-hand the benefits well-chosen investments have on meeting his clients’ goals. Stuart is a member of Rathbone’s Strategic Asset Allocation Committee.

Stuart is a CFA (Chartered Financial Analyst) charterholder and Chartered Fellow of the Chartered Institute for Securities and Investment.

Stuart joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.

Before joining Rathbones, Stuart held various roles in Barclays’ Retail, Corporate, Real Estate and Wealth divisions. Since his move to the Court of Protection team, Stuart has enjoyed supporting our clients and their deputies/trustees. He is currently studying for the CISI Investment & Advice qualification.

Away from work Stuart has two young children and is a keen sportsman with a golf handicap of 7.

Susan joined Rathbones in 2014 and works as an investment manager's assistant to Clive Hexton and Tim Johnson. She has many years’ experience in the financial services industry, in particular within client services.  Susan has an in depth knowledge of the team’s clients and provides a high level of administration support to them and the team.

In addition, Susan is a member of the Rathbones’ Procedures Committee which has responsibility for ensuring that the high levels of service and administrative support for fund managers and clients alike is maintained whilst also seeking ways of developing Rathbones’ systems and procedures to meet the ever evolving  demands of our business.

Susan joined Speirs & Jeffrey in December 2007 and after initially focusing on the institutional sales and research market, she moved across to a private client management role. Prior to the integration with Rathbones, Susan was chief investment officer of Speirs & Jeffrey. She manages portfolios for a wide range of clients.

Susan graduated from Glasgow University with an accountancy degree and subsequently qualified as a CA with KPMG, including a six-month secondment to their Paris office. She joined the corporate finance department of Allied Provincial Securities in 1988 and moved to the institutional team at Allied Provincial in 1990. Until the end of 2013, Susan had spent her career in institutional stockbroking with a particular focus on small and midcap companies. She is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Susie is an investment manager specialising in the management of private client, SIPP, trust and charity portfolios. She joined Rathbones in 2014 and worked in our Lymington office until 2020. Susie is a Chartered Member of the Chartered Institute for Securities and Investment. She graduated from Imperial College London with a 2:1 BSc (Hons) in Biology.

Tom is a graduate of Durham University, where he studied Economics. He joined Rathbones in 2014, spending two years in Operations and a year on the Dealing desk before moving into investment management.

Tom now works with Joanna Pennington-Jones in the management of portfolios, primarily for private clients, pensions and Trusts.

​He is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI), having attained the Chartered Wealth Manager qualification, in which he won an award for exam performance. He is also a CFA Charterholder, having passed all three levels on the first attempt and scored in the top decile of candidates for level I.

Thomas is a risk analyst at Rathbones. He joined the company in December 2014, initially working as a portfolio modelling assistant within a large private client team. Thomas later went on to work as an investment manager’s assistant supporting an investment director with the management of client’s investment portfolios. Thomas then joined the research team in 2016.

Thomas graduated from the University of Hertfordshire in 2014, with a first-class honours degree in Mathematics; and holds the Investment Management Certificate.

Thomas specialises in managing investment portfolios for private individuals, pensions, trusts and charities. Within Rathbones he sits on the Strategic Asset Allocation Committee.

Thomas joined Rathbones in May 2012, after graduating from the University of St Andrews with a honours degree in History. He is a CFA (Chartered Financial Analyst) charterholder and holds  a Masters in Finance from London Business School.

Tiffany joined Rathbones in 2012.  She manages investment portfolios for a variety of private clients, charities, trusts and family office arrangements.  Tiffany is a member of both the Rathbones’ UK Stock Selection and the Diversifiers Committees.

Tiffany completed her GDL and LPC at BPP Law School and began her career as a trainee specialising in Employment Law and Industrial Relations.  She joined Taylor Young Investment Management in 2007.