Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Charles Wilcox

Investment director

Charles Wilcox

Investment director

London

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charlie Campbell

Investment manager

Charlie Campbell

Investment manager

London

Charlie is an investment manager, graduating from Bristol University in 2005 with an honours degree in Politics.

He joined Rathbones in February 2020 and works with Simon Parker, managing investments for a range of private client portfolios, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 15 years.

Charlie is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charlie is an investment manager, graduating from Bristol University in 2005 with an honours degree in Politics.

He joined Rathbones in February 2020 and works with Simon Parker, managing investments for a range of private client portfolios, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 15 years.

Charlie is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charlie Dennis

Business development executive

Charlie Dennis

Business development executive

London

Charlotte Metcalfe

Investment manager

Charlotte Metcalfe

Investment manager

London

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.

Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.

She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.

Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.

She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Cheryl Kasler

Client Services Executive - Legal

Cheryl Kasler

Client Services Executive - Legal

London

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Chris Ashton

Investment sales executive

Chris Ashton

Investment sales executive

London

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Chris Handley

IT Strategy and Change Director

Chris Handley

IT Strategy and Change Director

Liverpool

Chris is an Enterprise Architect, Strategist and Technical Evangelist who has been with Rathbones since February 2017. He has 21 years’ experience in Information Technology, with 10 of those in financial services having previously worked for Callcredit, now TransUnion UK. Chris has broad industry experience and qualifications, whilst also being a member of the BCS having been awarded Chartered IT Professional status in 2009.

Chris enjoys golf and scuba diving using both as good excuses to travel the world.

Chris is an Enterprise Architect, Strategist and Technical Evangelist who has been with Rathbones since February 2017. He has 21 years’ experience in Information Technology, with 10 of those in financial services having previously worked for Callcredit, now TransUnion UK. Chris has broad industry experience and qualifications, whilst also being a member of the BCS having been awarded Chartered IT Professional status in 2009.

Chris enjoys golf and scuba diving using both as good excuses to travel the world.

Chris Wanless

Business Development Director

Chris Wanless

Business Development Director

Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.

Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.

Christie Goncalves

Assistant portfolio manager

Christie Goncalves

Assistant portfolio manager

London

Christie is the assistant portfolio manager in the fixed income team.

Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa. 

She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a CFA Charterholder and holds the Financial Risk Manager qualification.

Christie is the assistant portfolio manager in the fixed income team.

Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa. 

She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a CFA Charterholder and holds the Financial Risk Manager qualification.