Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she spent nine years at Baring Asset Management and previously worked for Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai.
Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and holds the PCIAM Diploma with distinction.
She is both a Trustee and Chair of the Finance and Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. The Scott Trust has a particular focus on the young. Melanie is also a Director of Chartered Accountants' Trustees Limited - the umbrella company for a number of the ICAEW's charities.
Henry Robertson is a business development director at Rathbones. He operates from the Liverpool office and covers the north west of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this he worked at what was then Wise Speke stockbrokers in Manchester.
Rupert Baron is an investment director of Rathbone Investment Management and head of the London office. He manages a broad range of investment mandates including those for, individuals, trusts, pension funds (SIPPs and SSAS), charities and local authorities.
Rupert holds an honours degree in economics, is an alumnus of INSEAD and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
He has over 34 years’ experience within the private client investment industry. He joined the Group Executive Committee in July 2015 and heads our London investment team.
John David is head of Rathbone Greenbank Investments and is an investment director. In addition to managing bespoke private client and charity portfolios, John also sits on Rathbones’ Social and Environmental and Corporate Governance Committees.
John is a graduate of Exeter University and is a chartered fellow of the Chartered Institute for Securities & Investment. He began his financial career in 1997 with UBS Warburg in London before moving to Bristol to join Greig Middleton. He joined Rathbones in 2001 and was a founder member of Rathbone Greenbank.
David is a Chartered Financial Planner and Fellow of the Personal Finance Society. He joined Rathbones in April 2016 from the multi-family office Stonehage Fleming. David began his financial planning career in 2004 and over that time has provided effective counsel to a varied portfolio of wealthy individuals and families. He has a large professional network and works hard to ensure his clients receive the best possible outcomes and ongoing service.
David has been recognised as one the UK’s leading HNW Wealth Managers in the Spear’s 500, is highlighted on the Citywealth Leaders List and earlier in his career was named in Private Client Practitioner’s Top 35 under 35 on three occasions. He was awarded the inaugural Spear’s ‘young turk’ Wealth Manager of the Year title in 2012.
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