Our investment managers are passionate about what they do. Many of the team are involved with charities outside work and are trustees themselves.
You can view a list of our charity investment management team below. For contacts in our regional offices, please select your nearest office location.
Ivo is head of specialist and charity business, and continues to manage charity and private client portfolios.
Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. He was appointed an investment director of Rathbone Investment Management Limited in 1999 and joined the Group Executive Committee in July 2015.
Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 as an investment director and head of charities, London, following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Alzheimer’s Society. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.
After graduating from Edinburgh University in 1994 with an MA (Hons) in Geography (2:1), Julian joined Price Waterhouse, now PWC. On qualifying as a Chartered Accountant, he then joined Rathbones in 1997. He is now also a Chartered Fellow of the Chartered Institute for Securities and Investment.
At Rathbones, Julian specialises in the management of charities and private clients and is head of charities in Liverpool. He sits on the Charity Asset Allocation and Stock Selection Committees. In addition he sits on the Risk Management Committee and the Group Client Committee. He is a trustee of several charities and a regular speaker at charity seminars.
Outside of work Julian enjoys keeping fit, tennis, cycling and skiing as well as a busy family life.
Fiona joined Rathbones in October 2019 as an investment director and head of charities for Scotland following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principle responsibility for managing a number of multi-asset mandates for charity clients.
Fiona holds a Postgraduate Diploma in Investment Analysis from Stirling University, and BA (Hons) in Business Studies from Napier University, Edinburgh. She is an Associate of the Society of Investment Professionals.
She sits as a non-executive director of the Children’s Hospice Association of Scotland (CHAS) as well as being a member of the Finance, Audit and Risk Committee, and is a trustee of the Stafford Trust and Scottish Council for Voluntary Organisations.
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.
Alex is an investment director, he has a joint honours degree in Politics, Philosophy and Economics from UEA. Alex is a Chartered Fellow of the Chartered Institute for Securities and Investments, holding the Diploma, and is also a Chartered Financial Analyst charterholder.
Prior to joining Rathbones in December 2007, Alex worked at HSBC Investments (formerly James Capel) for eight years managing investment portfolios for charities and private clients. At HSBC Alex was a member of the UK Stock Committee and specifically covered the engineering, aerospace and defence sectors.
Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.
Alex is Chartered Fellow of the Securities Institute and holds the Securities Institute Diploma, having qualified in 1989. Prior to joining Rathbones in 2008, he spent 20 years at HSBC Global Asset Management (formerly James Capel) where he was responsible for developing and leading the successful Charity division.
Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.
Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.
Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.
Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.
Elliot has a BSc in Robotics and Control Engineering and a masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.
Freddy assists James Pettit and Alex Turnbull in various aspects of managing client portfolios on a day to day basis.
Prior to joining Rathbones, Freddy spent two and a half years at Hargreave Hale working as an investment manager’s assistant on the private client desk. In his studies Freddy attained a BSc Hons in Physical Geography from Newcastle University.
Freddy is a member of the Chartered Institute of Securities and Investments achieving a pass with merit in level 6, Private Client Investment Advice and Management exam. He is currently studying towards the Chartered Wealth Manager qualification.
Gareth assists in the management and administration of portfolios as part of the London Charity Team. He joined Rathbones in November 2015 from Quilter Cheviot where he was a trainee investment manager. Prior to this Gareth graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics.
Gareth is a Chartered Member of the Chartered Institute for Securities and Investment and, after completing the Investment Management Certificate, obtained the Masters in Wealth Management in 2014.
Georgina is an investment director, looking after charities, trusts, personal pension funds and private client portfolios. She is a Chartered Fellow of the Chartered Institute for Securities and Investment and a member of the Charity Finance Directors Group.
Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee, became an associate director in 2005 and an investment director in 2008.
James is an investment director, joining Rathbones from Barings where he was head of charities for nine years. He focused upon absolute return mandates and managed the Targeted Return Common Investment Fund, one of the fastest growing charity funds in recent years. James previously worked at Deutsche Asset Management, Lazard Brothers and Teather & Greenwood, all in charity investment roles. From 1988 to 1994 he served in the British Army.
James has an MA (First Class) in Modern History from Oxford University, has written numerous articles on absolute return in the charity press and is a regular speaker at charity events and investment conferences.
James joined Rathbones from UBS Wealth Management where he was a director in the Newcastle office. He has 20 years investment industry experience and prior to joining UBS in 2005, he worked at Gerrard Investment Management.
James specialises in the management of charities, pension funds and trust portfolios. He sits on the Rathbone Collectives Committee and has particular responsibility for research and selection of global equities funds for the group.
James holds a master's degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. He is also vice-chair of Tyne & Wear Archives & Museums Development Trust.
James is an investment director and has the Investment Management Certificate and an MSc in Banking and International Finance from City University Business School.
James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. At HSBC James was a member of its Investment Trust Committee, covering Asia and emerging markets. Prior to HSBC, James worked at State Street Global Advisors, the investment management arm of State Street Corporation. James sits on the Collectives Research Committee at Rathbones, covering infrastructure funds.
Jane is an investment director working with both Greenbank and the London charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley & Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.
Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.
Libby joined Rathbones in 2012, after graduating from Bristol University with a first class honours degree in Chemistry. She is an Associate of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma, and is also a Chartered Financial Analyst (CFA) charterholder.
Libby specialises in managing the investments and administration of charity and private client portfolios. Within Rathbones she sits on the Developed Equities Committee, specialising in the selection of North American funds. Libby is a trustee in her own right.
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 is a Chartered Member of the CISI.
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 member of the Worshipful Company of Chartered Accountants.
Olivia is an investment manager on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.
Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.
Victoria joined Rathbone Greenbank in 2015 from Barclays where she was senior director for the London Charity team. From 2007-2010, she was regional investment director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and Court of Protection portfolios. Victoria began her city career with Capel Cure Myers in 1998.
She has over 20 years' experience in providing and managing investment solutions for charity and pension fund trustees. Victoria is a Chartered Fellow of the CISI (FCSI) and an advisor to the Stroke Association Investment Committee, Co-opted Trustee for the Edward Gostling Foundation and a former trustee for the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee.
Victoria is an assistant investment manager on the charity team at Rathbones. She joined Rathbones in 2008 following completion of her BA (Hons) degree in Business Studies from the University of Liverpool. Prior to joining the charity team in 2016, she was the assistant manager for Performance Measurement.
Victoria is a Chartered Member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 7 Chartered Wealth Manager qualification in 2014.
