Last Updated: January 13, 2026

Every client is different and we aim to ensure their investment strategy reflects their individual goals, risk profile and financial circumstances. Our role is to translate your advice into a robust, well-structured investment strategy that reflects each client’s goals, risk profile and financial circumstances.

Last Updated: February 16, 2026

Expert help, whenever you need it

Last Updated: February 27, 2026

Whether you have a question about our services, or want to get in touch with someone specific, we can help.

Last Updated: July 24, 2025

Geopolitics are top of the agenda in an extra special podcast that celebrates four years of talking common sense about investing (alright and a bit of questionable banter on the side).

• The Sharpe End Podcast

Last Updated: July 17, 2025

Last Updated: July 17, 2025

Last Updated: July 25, 2025

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years.
Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.

Last Updated: December 11, 2025

Harvey joined Rathbones in 2024 as a trainee on the portfolio management team where he assists with discretionary management of client portfolios, supports and liaises with the investment managers on investment decisions, and undertakes day-to-day portfolio management responsibilities. He studied Philosophy, Politics and Economics at the University of Nottingham, holds the Investment Management Certificate and is currently studying for the CFA.

Last Updated: November 18, 2025

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession.

Last Updated: January 13, 2026

The Enterprise Investment Scheme (EIS) offers tax incentives for clients willing to invest in early-stage companies. It can be used to reduce income tax, defer Capital Gains Tax (CGT) and support longer-term estate planning goals.

Last Updated: January 23, 2026

Marc specialises in providing wealth management advice within the Strategic Partnership Team, with a particular focus on entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Last Updated: July 17, 2025

Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London.
Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle.