Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients.

Last Updated: March 2, 2026

Appointed: 05/10/2021
Experience, skills and contributions
Dharmash joined Rathbones as a Non-executive Director in October 2021, he is a Chair of the Remuneration Committee, and co-leads the firm’s workforce engagement programme with Iain Cummings.
Dharmash brings the following key skills to the Board which support the firm’s strategy: financial services, media & technology experience, digital transformation, private & public market investing and corporate governance.

Last Updated: March 2, 2026

CONTACT GAIL ON020 7399 0191
Gail is the Head of Platform Relations for Rathbones.
She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.
Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Last Updated: March 2, 2026

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.
Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Last Updated: July 22, 2025

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed.

Last Updated: July 22, 2025

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

Last Updated: August 7, 2025

Steve takes great care in guiding clients through the complex decisions involved in planning their financial future. He takes pride and genuine pleasure in supporting multiple generations within the same family, building lasting relationships founded on trust and understanding.
By taking the time to fully understand each client's financial circumstances and long-term goals, Steve develops tailored financial plans that evolve over time, adapting to life’s inevitable changes.

Last Updated: July 22, 2025

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

Last Updated: February 11, 2026

Stuart joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.
Before joining Rathbones, Stuart held various roles in Barclays’ Retail, Corporate, Real Estate and Wealth divisions. Since his move to the Court of Protection team, Stuart has enjoyed supporting our clients and their deputies/trustees. He is currently studying for the CISI Investment & Advice qualification.
Away from work Stuart has two young children and is a keen sportsman with a golf handicap of 7.

Last Updated: July 22, 2025

I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

Last Updated: September 30, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013. Prior to that he was a Director at UBS Wealth Management. He has 25 years investment industry experience and specialises in the management of all aspects of multi-generational family wealth.

Last Updated: January 7, 2026

Ivo is responsible for the RIM client facing, Investment Research and Investment Risk teams. Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. He founded the charity team in London and managed portfolios as an investment manager for almost 30 years. He was appointed to Rathbones Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.