Max Smith

Max is a trainee investment manager based in the London office. He works amongst a wider team of eight other investment professionals providing bespoke investment solutions for a wide range of clients, helping them to achieve their objectives. He also works closely with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and intergenerational planning.

Max graduated from the University of Surrey in 2021, with a First Class Honours degree in Economics & Mathematics. Max joined Rathbones in September 2023 after two years of experience working at an Independent Financial Advisory firm.

Max is a member of the Personal Finance Society, having completed his Level 4 CII Level 4 Diploma in Regulated Financial Planning in March 2023. Max also holds the CII Level 4 Certificate in Discretionary Investment Management as well as the CFA Society's Level 4 Investment Management Certificate (IMC). He is currently studying toward the Level 7 CISI Chartered Wealth Manager qualification.