Last Updated: January 22, 2026

Jake assists Jane Sydenham in managing discretionary private client investment portfolios for large family groups and individuals, together with a number of charities, personal pension schemes and offshore structures. He first joined Rathbones in November 2016 in our International office in Jersey as part of the graduate programme. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.

Last Updated: March 2, 2026

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.

Last Updated: July 22, 2025

As a Portfolio Manager, I work closely with other Investment Managers, Investec's in-house research teams as well as external fund managers to identify investment opportunities, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Last Updated: March 2, 2026

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.

Last Updated: July 22, 2025

I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

Last Updated: July 22, 2025

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives.

Last Updated: March 2, 2026

Nearly 6,000 UK business owners have left since 2024 as entrepreneurs seek opportunities abroad, adding up to a significant net outflow.

Last Updated: March 2, 2026

Rathbones says a US court ruling striking down Trump tariffs lifts equities and exporters, but fiscal risks persist as sticky inflation tempers Fed rate‑cut hopes.

Last Updated: January 21, 2026

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016.

Last Updated: July 22, 2025

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.

Last Updated: March 2, 2026

John joined Rathbones in 2020, following a near-twenty year investment career at Barclays.

In 2016, John took on management of Barclays’ Court of Protection (CoP) and Special Interest (SI) book, representing the most vulnerable component of Barclays’ discretionary proposition. This involved a tailored style of management sensitive to the unique nature of each set of client circumstances.

Last Updated: July 22, 2025

Will joined Greenbank’s investment research team in 2023, covering a variety of companies and funds within the Greenbank investment universe. Will began his career at Hargreaves Lansdown in 2018, before moving to the Brunel Pension Partnership, where he was a portfolio analyst and then a deputy portfolio manager. Will read English Literature at Newcastle University, graduating in 2016. He is a CFA charter holder.