Last Updated: March 2, 2026

Simon is an investment director and a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and an IMC member of the CFA Society of the UK.

Last Updated: July 22, 2025

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Last Updated: July 22, 2025

Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.

Last Updated: October 3, 2025

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

Last Updated: August 6, 2025

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more.

Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the heart of our business, my priority is to help them achieve their investment goals by understanding their individual circumstances and requirements. By building effective relationships, often including our in-house financial planning team, we can ensure we create a bespoke portfolio to reflect the clients current and future needs.

Last Updated: March 2, 2026

Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player.

Last Updated: January 28, 2026

Sally joined Rathbones in July 2023 after 18 years working at Investec Wealth & Investment, gaining extensive experience in both Investment Management and Financial Planning during that time. Sally performs the role of Associate Investment Manager for a variety of client portfolios; working predominantly with advisers. Sally has a degree in Geography and is a member of the Chartered Institute for Securities and Investment, achieving the Diploma in Investment Advice (Securities) in 2005 and the Diploma in Investment Advice (Financial Planning & Advice) in 2020.

Last Updated: March 2, 2026

James is an investment director, graduating from the University of Warwick in 2002 with a BSc (Hons) in Maths and Philosophy. He worked for Friends Provident before joining Rathbones in 2003, working for the Unit Trust division.James subsequently joined the private client business of Rathbones in 2007 and now manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts. He also spent over ten years sitting on the Rathbone UK Stock Selection Committee.

Last Updated: July 22, 2025

I am an investment director based in our Manchester office with over 20 years experience. I aim to provide outstanding service to my clients, working closely together to produce the right investment outcome.

Last Updated: November 11, 2025

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies.

Last Updated: February 2, 2026

Appointed: 21/01/2015
Experience, skills and contributions
Sarah joined Rathbones Board in 2015 and was appointed Senior Independent Director in 2022. Sarah was Chair of the Remuneration Committee from June 2017 and August 2023 and was a designated Non-executive Director of the firm’s workforce engagement programme between 2019 and 2023.Sarah brings the following key skills to the Board which supports the firm’s strategy: banking, digital marketing, risk management, corporate governance and regulatory experience.