Last Updated: February 23, 2026

James' 30 plus year career at Rathbones with his team of five are very experienced and able to provide long term consistency client service. He manages portfolios for private clients, family groups, trusts and settlements, pensions, charities & estates – alongside other client advisors as appropriate.

Last Updated: July 22, 2025

Lauren started her career in management after graduating with a 1st class degree from University and has worked for Rathbones Trust Company and the Burdett Trust for Nursing since September 2021.Lauren supports the team working closely with case managers to ensure the smooth running of the Charities’ and Trusts’ administration.

Last Updated: November 25, 2025

Nolan manages portfolios for private clients, trusts, pensions, companies and charities. He is a graduate of the University of the West of England with a first class honours degree in Business Studies; and joined Rathbones in September 2001 – after three years in a similar role at Greig Middleton.
Nolan is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI); where he is also past president of the CISI Bristol, Bath & South Wales Branch Committee. Outside of work Nolan is a member of MENSA and supports various charities.

Last Updated: March 2, 2026

Chris is an Enterprise Architect, Strategist and Technical Evangelist who has been with Rathbones since February 2017. He has 21 years’ experience in Information Technology, with 10 of those in financial services having previously worked for Callcredit, now TransUnion UK. Chris has broad industry experience and qualifications, whilst also being a member of the BCS having been awarded Chartered IT Professional status in 2009.
Chris enjoys golf and scuba diving using both as good excuses to travel the world.

Last Updated: July 22, 2025

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.

Last Updated: July 22, 2025

Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Last Updated: August 4, 2025

I am responsible for managing portfolios for both private clients and clients of intermediaries. In the past I have primarily focussed on fund of fund portfolios as I managed the master portfolio service. However, I also have extensive knowledge of direct equities, having been a member of Investec's Stock Sector Committee, and look after a considerable number of clients who prefer to invest in listed equities. My involvement with intermediaries is growing year-on-year as this is an area that I am increasingly focussed on.

Last Updated: March 2, 2026

Owen joined Rathbones through the graduate scheme in October 2019 and has since become an Assistant Investment Manager in the London office. He works together with Jane Sydenham, Nehal Desai & Jake Huson in providing discretionary investment management services for private individuals, pensions and trusts.

Last Updated: July 22, 2025

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

Last Updated: September 30, 2025

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

Last Updated: January 30, 2026

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS.
Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Last Updated: October 27, 2025

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