Joe McLoughlin

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.   Prior to joining Rathbones in 2002 as a corporate events administrator, Joe worked for Tilney Investment Mgt. He worked in various operational roles covering several areas of the business ranging from dividend receipts, UK market settlements, and overseas trade settlement.