Charities

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.

He specialises in the management of charity portfolios, 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 is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

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.

Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.

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.

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.

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.

Fiona joined Rathbones in October 2019 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 principal responsibility for managing multi asset mandates for Charity clients.

Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.

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.