Last Updated: January 19, 2026

Having joined Rathbones in 2023, Georgios is now an Associate Investment Manager, focused on managing discretionary portfolios and delivering a high standard of service to private clients, families, and trusts. He works closely with senior investment managers to construct tailored investment strategies and support long‑term wealth goals.

Last Updated: March 2, 2026

Rathbones says January’s CGT and IHT receipts surged as lower allowances and frozen thresholds bite, making proactive tax and estate planning increasingly essential.

Last Updated: March 2, 2026

Rising tax pressure pushes UK investors beyond ISAs and pensions into riskier assets like buy‑to‑let, VCTs and EIS as wealth grows, Rathbones survey finds.

Last Updated: March 2, 2026

Thomas is a risk analyst at Rathbones. He joined the company in December 2014, initially working as a portfolio modelling assistant within a large private client team. Thomas later went on to work as an investment manager’s assistant supporting an investment director with the management of client’s investment portfolios. Thomas then joined the research team in 2016.
Thomas graduated from the University of Hertfordshire in 2014, with a first-class honours degree in Mathematics; and holds the Investment Management Certificate.

Last Updated: July 22, 2025

I specialise in managing predominantly discretionary portfolios on behalf of private individuals, their pensions, trust, charities and private family unit trusts. I have a total return philosophy of both capital preservation and growth in real terms through global multi-asset class investment.

Last Updated: July 22, 2025

Andy joined Rathbones from Brewin Dolphin where he was a divisional director in the Newcastle Office.
Andy is a Fellow of CISI with 27 years experience in the financial service sector having previously worked for Barclays Bank before joining Brewin Dolphin in 1996.
Over the last 20 years, Andy has amassed a wide range of experience in dealing with the fast pace and changing face of investment markets, his knowledge has enabled him to provide an invaluable steer and insight for all of his clients through several market cycles.

Last Updated: March 2, 2026

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

Last Updated: March 2, 2026

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

Last Updated: January 23, 2026

Babin works within the portfolio management team for Rathbones Private Office and the Investec Strategic Partnership. He read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. He then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec's graduate programme.
Babin is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.

Last Updated: March 2, 2026

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Last Updated: August 4, 2025

I manage multi-asset portfolios and provide broader financial planning advice as part of our Wealth Planning service to a range of high net worth families, trusts and charities. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: July 22, 2025

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements.