Our team for charities

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 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 Dunhill Medical Trust. 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 is Head of the North and sits on the Group Client Committee. He is a trustee of several charities and a regular speaker at charity seminars.

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.

Amos works closely with James Fox in the management of investment portfolios for private clients, charities and self-invested personal pensions.

He is a graduate with a Bachelor of Science in Microbiology from the University of Bristol and currently holds the Masters in Wealth Management and the Investment Management and Financial Planning Certificates.

Amos is a Chartered Member of the Chartered Institute for Securities & Investment and sits on our Collectives Research Committee. 

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.

Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification.  She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).

Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.

In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.

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.

Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.

Euan is a guest lecturer at Heriot-Watt University Investment Club focusing on the topics of stock analysis, sustainability and corporate governance. In addition to this he runs open days for students interested in working in the investment management industry.

He sits on the Scottish Council of the Outward Bound Trust and as an active fell runner promotes the benefits of outdoor pursuits in the development of young people.

Eve joined Rathbones in July 2019 following the acquisition of Speirs & Jeffrey having previously worked at BNP Paribas in Glasgow.

Eve studied at the Poznan School of Banking in Poland where she gained a master’s degree in finance. While studying for her degree she took part in European exchange programs for students allowing her to study in Berlin and complete her internship in the UK.

Before joining the charity team in 2021, Eve worked as a client service executive, during which time she obtained the Investment Advice Diploma and a Chartered Wealth Manager qualification. She is a member of the Chartered Institute for Securities & Investment (CISI).

Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.

Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.

In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.

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 portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

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.

Ian is a regional director and specialises in managing bespoke investment portfolios on behalf of private individuals, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds an honours degree in Accounting and Finance.

Ian has over 20 years' experience in the investment management industry. During his career Ian has forged strong working relationships with a range of national and Midlands based firms of intermediaries including solicitors, accountants and independent financial advisors.

Before joining Rathbones’ Birmingham office, as an investment director in October 2010 Ian worked as a director of Deutsche Bank Private Wealth Management, formerly Tilney Investment Management.

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 joined Rathbones’ charity team in 2021 as an assistant investment manager, supporting Elliot Bancroft and Olivia Merrick in the running of their client portfolios. Prior to Rathbones, James spent three years as an analyst for the multi-family office, Artorius Wealth, working with ultra-high-net-worth individuals and families. At Artorius, he was a member of the investment advisory team specialising in thematic equities and led the company’s philanthropic and next generation offering.

James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He holds the Investment Management Certificate (IMC) and is studying towards his CFA charter.

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 was at Baring Asset Management, 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 member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Natalie joined Rathbones in 2020 as head of business development, charities, following her previous role as business development manager at Brewin Dolphin. Natalie has also worked at Heartwood Investment Management and specialises in charities, trust and other not-for-profit organisations.

Natalie is a Charted Manager and a member of the Chartered Institute of Securities and Investments (CISI). She holds a master's degree in Drama and Movement Therapy and achieved the Investment Management Certificate in 2016. She also holds an MBA from Cranfield School of Management.

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.

Having trained as an accountant before joining the Army, Robert has spent 35 years in the City in a number of sales, business development and management roles within the institutional market. He was then an independent business development consultant in the charity sector working for, amongst others, CCLA. He later joined Charles Stanley where he was head of business development for charities and not-for-profit  for several years before joining the Rathbones charity team in September 2021 in a business development capacity.  

He has been a charity trustee for a number of years and on a personal basis has been involved with a number of service charities, including H4H and High Ground since their inception, as well as Contact the Elderly. He is also a volunteer with RE:ACT, the humanitarian disaster response charity. Currently, he is a trustee of High Ground where he also sits on the investment committee.

Stephen arrived with Rathbones following the integration of Speirs & Jeffrey which was completed in July 2019.  Stephen joined Speirs & Jeffrey in January 2013 spending several years working closing with the then Chief Executive Russell Crichton while developing his own clients.  In addition to managing investments for individuals Stephen forms part of the Scottish Charities Team managing portfolios for charity and trust clients.

Stephen’s earlier investment career was in institutional fund management working as an investment director at Scottish Widows Investment Management and before that an investment manager at Britannic (now Standard Life) Asset Management.  Over this period Stephen specialised in Japanese and Asian equities prior to forming part of a global equity team with responsibilities for the financial sectors. 

After graduating from Heriot-Watt University with an honours degree in Economics, Stephen completed postgraduate studies in Investment Analysis at Stirling University.

Stephen has over 22 years’ experience of global markets and has managed both retail and institutional portfolios.  Stephen is a member of the Chartered Financial Analysts Society of the UK and a Chartered Fellow of The Chartered Institute for Securities & Investment.

Tom joined Rathbones following the acquisition of Speirs & Jeffrey in 2018.

After studying Economics at St Andrews University, Tom qualified as a Chartered Accountant with Ernst & Young. He began his career at Speirs and Jeffrey in 2005 as a research analyst. Shortly after, he moved to managing a range of client portfolios before being appointed as a Director of Speirs & Jeffrey in 2010.

Tom currently works with a range of charitable clients, where his relationships have been long standing.  His experience spans a number of sectors, working with organisations across the UK in the educational, health and religious sectors as well as a number of grant giving charities. He is also a Charity Trustee himself.

In addition to his standing as a Chartered Accountant, Tom is a Chartered Fellow of the Chartered Institute for Securities & Investment.

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.