Last Updated: August 6, 2025

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client's needs and requirements.

Last Updated: July 22, 2025

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term.

Last Updated: January 16, 2026

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their individual circumstances and financial objectives, I help them to achieve this through discretionary managed portfolios. I mostly specialise in investment management, creating diversified portfolios that are bespoke to the individual client. However just as important is building lasting relationships with clients and professional advisers so that trust can be earned and maintained.

Last Updated: July 22, 2025

David graduated in 1987 having read law at The University of Liverpool. David has spent his whole professional career working in Liverpool. His career started in Investment Management in Liverpool with Rensburg & Co where he trained as an equity and bond analyst before moving to portfolio management responsibilities for HNW private clients, pension funds and charities. He now is a Senior Investment Director in the Liverpool office of Rathbones and a Chartered Fellow of the Securities Institute. David served on the board of Edge Hill University for several years.

Last Updated: July 22, 2025

Neil began his career with NatWest where he covered several roles in both the private client and commercial sectors before moving to an established Accountancy practise as a trust manager.He has extensive experience in the trust and taxation field advising many individuals and family groups.Neil is a qualified member of the Associate of the Chartered Institute of Bankers (ACIB) and Society of Trust and Estate Practitioners (STEP).

Last Updated: September 30, 2025

I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies. Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.

Last Updated: July 29, 2025

I am Divisional Director and lead the region of Scotland and Northern Ireland. I also manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.

Last Updated: January 16, 2026

Jonathan Dilley is an Associate Investment Director based in Exeter, partnering directly with clients and via trusted intermediaries to manage bespoke discretionary portfolios. He focuses on understanding each client’s goals and objectives—income, growth, risk and liquidity—and turns them into clear, actionable investment strategies supported by proactive reporting and review meetings.

Last Updated: January 19, 2026

Sam is an investment director and joined Rathbones in 2024. Prior to Rathbones, Sam worked for twelve years at Brooks Macdonald, managing discretionary multi-asset portfolios on behalf of individuals, families, trusts, charities, corporates and pension funds.

Last Updated: March 2, 2026

Oliver is an investment manager based in the Winchester office. He joined Rathbones in 2022 having moved from Brooks Macdonald where he worked for five years.
Oliver graduated from Cardiff University with a first class degree in Accounting & Finance. He holds the Investment Advice Diploma (IAD) and Chartered Institute for Securities & Investment (CISI) Wealth Manager Qualification.
Oliver sits on the UK collectives investment committee.

Last Updated: December 19, 2025

Tamara works with high-net-worth and ultra-high-net-worth clients, their families and their trusted advisers to provide a seamless and personal wealth management service. Her clients include multi generational families, entrepreneurs, private business owners and senior C suite executives who value discreet, thoughtful and strategic guidance.

Last Updated: January 7, 2026

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.