Nick Forbes

Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.