Last Updated: July 22, 2025

James joined Rathbones in 2017 and manages investments for private clients, charities, and trusts. James' team manages over £700m in assets.James initially worked in Rathbones' Financial Planning division, before joining the Investment Management graduate scheme in 2019.

Last Updated: March 2, 2026

Scott is an investment director and manages portfolios for a wide range of clients. Like many, Scott is a very experienced member of the team and has experienced a number of market cycles and crises throughout his time with Speirs & Jeffrey.
He joined Speirs & Jeffrey in 1987 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Danny is an investment manager who has worked in the industry for 20 years. His primary responsibilities are the provision of discretionary investment management solutions for individuals, family trusts and pensions.

Having started his investment career at Lloyds Private Bank in Mayfair he moved to Williams de Broe in 2006. The firm was acquired by Investec in 2011. He left to join Rathbones in 2014.

He is a Chartered Member of the Institute for Securities & Investment.

Last Updated: March 2, 2026

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years.
Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

Last Updated: February 2, 2026

Will works alongside Robert Szechenyi and Stuart Furzer managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.
Will joined Rathbones in 2019 from Abrdn where he was an associate portfolio manager. He has worked in the industry since 2012 having previously held roles at Lloyds Private Banking, Ashcourt Rowan & Abrdn.
He is a CFA Charterholder, holds CFA UK’s Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities & Investment.

Last Updated: January 21, 2026

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: July 22, 2025

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Last Updated: March 2, 2026

Hayley is a client service executive, having joined Rathbones in January 2019. She has over eight years’ experience in the financial services industry and prior to her current role was an investment manager’s assistant at Arbuthnot Latham & Co. having worked in insurance and corporate banking prior to this. Hayley is responsible for all aspects of client administration and supports Alex Dow and Libby Barrett within the charities team.

Last Updated: February 17, 2026

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a voting member of the Rathbones Diversifiers Investment Committee.
He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

Last Updated: July 22, 2025

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years.

Last Updated: March 2, 2026

Natasha joined Rathbones in July 2017. Prior to joining Rathbones, she worked at Amundi Asset Management as an institutional client associate responsible for looking after large corporates, local authorities and pension funds in UK and Ireland.
Natasha graduated with a 2:1 (Hons) degree in Business Management from Queen Mary, University of London in 2012.

Last Updated: March 2, 2026

Ben joined Rathbones’ research department in 2019 as a generalist covering UK and overseas equities. Ben formerly worked for 10 years as a buy-side analyst at Manulife Asset Management with primary responsibility for the Industrials, Telecommunication Services, and Material sectors in Europe and Japan. His role there included performing in-depth company research, portfolio construction and client communication. He graduated with a 2:1 degree in English Language and Literature from Oxford in 2006 and is a Chartered Financial Analyst (CFA) charterholder.