Our team for charities

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 Clifton

Investment director, head of specialist and charity business
Ivo Clifton
Investment director, head of specialist and charity business

Ivo Clifton 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 Pitt

Head of charities, London
Andy Pitt
Head of charities, London

Andy Pitt 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.

Julian Rathbone

Head of charities, Liverpool
Julian Rathbone
Head of charities, Liverpool

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.

James Brennan

Head of business development, charities
James Brennan
Head of business development, charities

James Brennan is an investment director who joined Rathbones from Barings, where he spent four years building their UK Charity business with a focus upon absolute return mandates. James has previously worked at Collins Stewart, CCLA and Coutts all in charity focused roles and has fifteen years of investment experience. James is a chartered member of the Chartered Securities Institute, a member of the Charity Investors Group and serves as a charity trustee for a catholic charity.

Adrian Maxwell

Investment director
Adrian Maxwell
Investment director

Adrian joined Rathbones in 2004 following completion of his Financial Economics degree. Adrian joined the business as an Investment Manager’s Assistant and following continuing professional development has earned promotion to his current position as Investment Director.

Adrian is a CFA (Chartered Financial Analyst) charter holder and member of the CFA Institute. In addition, Adrian is a chartered member of the CISI (Chartered Institute for Securities and Investment), having attained the Diploma and, as noted above, Adrian has an honours degree in Financial Economics from the University of Liverpool.

Adrian specialises in the management of Charities and Private Clients. Adrian invests in all asset classes on behalf of his clients, but is particularly enthusiastic about equity investments. Adrian is a member of the Group Stock Selection Committee.

Alex Dow

Investment director
Alex Dow
Investment director

Alex Dow is 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 Turnbull

Investment director
Alex Turnbull
Investment director

Alex Turnbull 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.

Christopher Godfrey-Faussett

Investment director
Christopher Godfrey-Faussett
Investment director

Christopher Godfrey-Faussett is an investment director and has managed investments for private clients, trusts and charities since 1992 and represents Rathbones’ charities team in Scotland. After a commission in the army, he joined Fleming Private Asset Management in April 1992 and, following the Flemings take-over by JP Morgan, joined the Rathbone London office as an investment director in March 2001. Christopher moved to the Edinburgh office in April 2005. He is a member of the Chartered Institute for Securities and Investment.

Elliot Bancroft

Investment director
Elliot Bancroft
Investment director

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.

Gareth Pearl

Assistant investment manager
Gareth Pearl
Assistant investment manager

Gareth assists in the management and administration of portfolios as part of the London Charity Team.  Gareth 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 Hand

Investment director
Georgina Hand
Investment director

Georgina Hand 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 Codrington

Investment director
James Codrington
Investment director

James Codrington 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 Garbutt

Investment director
James Garbutt
Investment director

James joined Rathbones from UBS Wealth Management where he was a director in the Newcastle office. He has 16 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 Masters degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. He also currently sits on the North-East Committee of the Institute of Directors.

James Pettit

Investment director
James Pettit
Investment director

James Pettit 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 Wilcock

Investment director - Rathbone Greenbank Investments
Jane Wilcock
Investment director - Rathbone Greenbank Investments

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 Barrett

Investment manager
Libby Barrett
Investment manager

Libby Barrett 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 Wotherspoon

Business development director
Melanie Wotherspoon
Business development director

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.

Olivia Merrick

Assistant investment manager
Olivia Merrick
Assistant investment manager

Olivia is an assistant investment manager on the charity team at Rathbones, where she joined from Investec Asset Management. She sits on the charity stock selection committee, as well as the stewardship committee.

Olivia graduated from Exeter University with a BSc. Hons in Economics and Politics, and holds the Investment Advice Diploma. She is currently studying for the CFA qualification, having passed her Level 2 exam in July 2016. 

Victoria Hoskins

Investment director - Rathbone Greenbank Investments
Victoria Hoskins
Investment director - Rathbone Greenbank Investments

Victoria is an Investment Director with over 15 years experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements. 

Victoria is a Chartered Fellow of the CISI and an experienced Trustee, principally for the LankellyChase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee. 

Victoria joined Rathbone Greenbank in 2015 from Barclays where she was Senior Director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations.  From 2007- 2010, Victoria 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, following a successful career in Opera and Musical Theatre.