Last Updated: July 22, 2025

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013.
Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations.
Kerry is a member of the Society of Trust and Estate Practitioners.

Last Updated: July 22, 2025

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of investment risk director for Rathbone Asset Management.

Last Updated: July 22, 2025

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk.

Last Updated: July 22, 2025

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Last Updated: January 19, 2026

$(document).ready(function() {
// Get the current URL
var currentUrl = window.location.href;
// Check if the URL contains '?showprofile=yes'
if (currentUrl.indexOf('?showprofile=yes') !== -1) {
// Your code to execute if the condition is true
console.log("URL contains '?showprofile=yes'");
$(".team-card__details").addClass("team-card__details--show");
} else {
// Your code to execute if the condition is false

Last Updated: March 2, 2026

James is an investment director in the London office and is responsible for managing investments for private clients, including their pensions, companies and charities. James also sits on the Investment Committee with responsibility for selecting North American collective investments.
Prior to joining Rathbones in 1997, and after graduating, James worked in financial public relations with ABS Communications.

Last Updated: February 20, 2026

Max provides wealth management advice within the Strategic Partnership Team, specialising in advice for High-Net-Worth individuals and their families, helping them achieve both their short and long-term financial goals. He is trusted by Investec Bank, Rathbones’ strategic partner, to deliver tailored investment management, financial planning, and legal advice, drawing on the expertise of the broader group.

Last Updated: March 2, 2026

Shivee joined Rathbones in 2023 and has started on the graduate trainee investment management programme. This is her first job after graduating from the London School of Economics and Political Science in July 2023 in BSc Management. Shivee also completed a summer internship in M&A during her second year of university.

Last Updated: March 2, 2026

Charles is an investment director, he is responsible for the management of private client portfolios, including trusts, charities and pension funds (SIPPs). Charles began his career as a trainee stockbroker with Charles Stanley & Co in 1986 before joining Laurence Keen in 1990, which was acquired by Rathbones Group Plc in 1995. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Emma is a research analyst and joined the team in December 2014. Emma sits on the collectives research team and carries out quantitative and qualitative analysis to select the “best in class” funds for recommended use within the portfolios managed at Rathbones. Emma graduated with a BSc in Mathematics with Business Management from the University of East Anglia. She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA charterholder.

Last Updated: January 23, 2026

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.
David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.