Our People

Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.

Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Tom is a Chartered Fellow of the Securities and Investment Institute and a Chartered Wealth Manager. He is part of the team that transferred to Rathbones from Deutsche Bank in May 2014 and before Deutsche Bank Tom was a private client manager at Brown Shipley.

As an investment director, Tom manages portfolios for private clients, pension funds, charities and trusts. He holds a MSc in Industrial Relations from Manchester Business School and a BSc in Management Studies from the University of Manchester (UMIST).

Tomas joined Rathbones in 2018 having previously worked for Sanlam Private Wealth. He began his career as a financial planner in 2011, before moving to work in investment management in 2012.

Tomas graduated from the University of Liverpool, where he gained his economics degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.

Based in the Kendal office, Tomas manages a range of private client, trust, pension and charity portfolios. 

Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012.

Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment. 

Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management). After joining Neilson Cobbold in Liverpool, a long-established firm in the City, Tony continued his responsibilities to his clients with Rathbones as an qualified investment director in the mid 1990’s and manages beneficial long-term client and intermediary relationships, specialising in providing bespoke investment solutions for self-invested personal pensions (SIPPs)/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and charities.

Tony is married and lives on the Wirral, Cheshire with two grown-up daughters and pursues his active interests in classic cars, cycling, gardening and DIY.

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.

Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.

Tracey joined Rathbones in February 2023 to head up Rathbones Financial Planning Team in Scotland bringing with her over thirty years’ experience in the Financial Services industry. Tracey is passionate about helping clients build and preserve their wealth and ensuring that our dedicated team of Financial Planners inspire our clients to achieve there financial goals and objectives.

Tracey previously worked at Lloyds Banking Group where she was responsible for the wealth management advisory team in Scotland. Tracey also held the position of Relationship Director for Bank of Scotland Private Clients ensuring the team delivered a first class banking service and professional financial planning advice clients could trust.

Tracey holds the Chartered Financial Planner designation from the Personal Finance Society.