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.

Adam Joy

Investment director

Adam Joy

Investment director

London

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

Adnan Rahman

Client service executive

Adnan Rahman

Client service executive

Bristol

Adnan joined Greenbank in October 2020 and holds a BA (Hons) in Business and Human Resource Management. He started his career in Coutts working in the credit operations department. Adnan is currently working towards his Investment Operations Certificate.

Adnan joined Greenbank in October 2020 and holds a BA (Hons) in Business and Human Resource Management. He started his career in Coutts working in the credit operations department. Adnan is currently working towards his Investment Operations Certificate.

Adrian Maxwell

Investment director

Adrian Maxwell

Investment director

Liverpool

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Alan Dobbie

Fund manager

Alan Dobbie

Fund manager

London

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Alanah Fleming

Financial planner

Alanah Fleming

Financial planner

Glasgow

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.  

Alanna Mok

Tax manager

Alanna Mok

Tax manager

Liverpool

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese. 

Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.  

Alastair Childs

Investment director

Alastair Childs

Investment director

London

Alastair is an investment director and a Chartered Fellow of the Chartered Institute of Securities and Investment.

Alastair has spent his entire working career in private client investment management in London, starting in 1984 at Vickers da Costa. Alastair joined Laurence Keen, which subsequently became part of Rathbones, in 1992.

Alastair is an investment director and a Chartered Fellow of the Chartered Institute of Securities and Investment.

Alastair has spent his entire working career in private client investment management in London, starting in 1984 at Vickers da Costa. Alastair joined Laurence Keen, which subsequently became part of Rathbones, in 1992.

Alastair Hunt

Investment director

Alastair Hunt

Investment director

Glasgow

Alastair is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment. He manages portfolios for a wide range of clients including private individuals, trusts and charities. 

Alastair graduated from Durham University with an honours degree in Engineering.  His financial career began at KPMG and Blackadders Wealth Management before joining Speirs & Jeffrey in 2004.  Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Alastair is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment. He manages portfolios for a wide range of clients including private individuals, trusts and charities. 

Alastair graduated from Durham University with an honours degree in Engineering.  His financial career began at KPMG and Blackadders Wealth Management before joining Speirs & Jeffrey in 2004.  Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Alastair McLean

Investment director

Alastair McLean

Investment director

Glasgow

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.
 
He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015. 
 
Alastair has over 25 years of experience in private client investment management. He grew up in England but was educated in Scotland and works across the UK with a diverse client base specialising in the management of family wealth. He has long experience in collectives management as well as direct equity and bond market investment.
 
He is a trustee of the Scottish Cot Death Trust.

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.
 
He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015. 
 
Alastair has over 25 years of experience in private client investment management. He grew up in England but was educated in Scotland and works across the UK with a diverse client base specialising in the management of family wealth. He has long experience in collectives management as well as direct equity and bond market investment.
 
He is a trustee of the Scottish Cot Death Trust.