Carl is a assistant investment manager working alongside Ian Hardcastle, Justine Peck, Phil Wyatt and Oliver Northover. He joined Rathbones in 2021 following the completion of BSc (Hons) degree in Economics / Accounting and Finance from the Aberystwyth University. Carl is an associate member of the Chartered Institute for Securities & Investments having successfully completed the Investment Advice Diploma in August 2022. Carl is currently studying toward the Chartered Wealth Manager qualification.