Last Updated: December 11, 2025

I manage investment portfolios for Independent Financial Advisers, private clients, charities and corporate accounts. I work closely with advisers and clients to deliver a bespoke investment management service, focused on clear objectives and disciplined decision-making. My goal is to help clients grow and preserve their wealth over the long term, while meeting their specific income and cashflow needs.

Last Updated: July 22, 2025

Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.

Last Updated: March 2, 2026

Andrew is an investment director responsible for the investment management of private clients, trusts, charities and self-invested personal pension (SIPP) accounts. He started his working life with Cazenove in London and Salisbury, moving up to Edinburgh in 1994 to work for Ivory & Sime Private Clients before helping to arrange its sale to Rathbones in 1998. He has over 40 years' experience in financial markets and is a member of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, trusts, pension funds and charities. I also sit on the group ESG committee.

Last Updated: March 2, 2026

Alastair is an investment director and a Chartered Fellow of the Chartered Institute of Securities and Investment.
Alastair has spent his entire working career in private client investment management in London, starting in 1984 at Vickers da Costa. Alastair joined Laurence Keen, which subsequently became part of Rathbones, in 1992.

Last Updated: March 2, 2026

Ian is an investment director and has over 30 years’ experience in the discretionary management of investment portfolios. After graduating in 1982 Ian joined Strauss Turnbull where he spent 20 years managing international portfolios for private individuals, trusts and corporate funds before joining Rathbones’ Edinburgh office in 2003.
Ian became a Chartered Member of the Chartered Institute for Securities and Investments in 1986.

Last Updated: March 2, 2026

Dallas joined Rathbones in 2024 as a client service executive having previously worked at Evelyn Partners.

Last Updated: March 2, 2026

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management.

Last Updated: October 3, 2025

Stephen Field is Managing Director of Rathbones Financial Planning, appointed in October 2024 following the integration with Investec Wealth & Investment, where he served since 2011.

Last Updated: January 16, 2026

David Shepherd is a Senior Investment Director, jointly responsible for managing private client, trust, and charity portfolios. David began his career at Rathbones in 2001 following the acquisition by JP Morgan Chase of his previous firm, Flemings. Prior to this, David worked in the Lloyd’s insurance market, advising members of Lloyd’s. This has been invaluable experience as he now manages a range of Lloyd’s portfolios alongside traditional private client funds.
David is a Fellow of the Chartered Institute for Securities & Investment.

Last Updated: July 22, 2025

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses. James is a Chartered Accountant and Chartered Tax Adviser.

Last Updated: January 5, 2026

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients' personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.