Last Updated: March 2, 2026

Findlay joined Rathbones as an investment manager in 2018 and manages discretionary portfolios for private individuals, pension funds, family trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a member of the Overseas Equity Committee, contributing to the investment process at Rathbones.
Findlay graduated from Loughborough University with a degree in Economics & Finance before starting his career at Charles Stanley.

Last Updated: July 22, 2025

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.

Last Updated: March 2, 2026

Camilla is an investment director and has worked in private client fund management since 2011. She joined Rathbones in 2011 having previously worked at Lyxor Asset Management, part of the Societe Generale Group.Camilla graduated from the University of Edinburgh gaining a 2:1 in Geography in 2010 and is now a Chartered Fellow, FCSI, of the Chartered Institute for Securities and Investment, having completed the Chartered Institute for Securities and Investment Masters in 2014.

Last Updated: March 2, 2026

John is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. Prior to joining Rathbones in January 2020, John spent nine years at Tilney as a portfolio manager. He holds an Honours Degree in Business Economics and is a member of the Personal Finance Society and a Chartered Fellow of the Chartered institute for Securities and Investments. John has attained the Diploma in Regulated Financial Planning from the CII and the Chartered Wealth Manager qualification from the CISI.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Rathbones’ in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies.

Last Updated: July 22, 2025

Christy heads up the tax advantaged investments proposition at Rathbones, where she is responsible for delivering a structured approach, with thorough due diligence, that will provide clients greater opportunity to invest in this space. Prior to joining Rathbones, Christy was involved in advising, identifying, and executing financial strategies, and supporting UHNW families at Fry Family Office. Christy is a Certified Financial Planner, who started her career working alongside accountants and solicitors to best support their clients.

Last Updated: October 1, 2025

Richard is the regional director for Rathbones’ Kendal office; along with the Kendal team, Richard manages funds on behalf of private clients, pension funds, companies and trusts.
Richard moved to the Lake District to join Rathbones in 2002, having trained and worked in London and has been investing on behalf of his clients for close to 30 years.

Last Updated: August 6, 2025

I analyse cross asset structured products for the benefit of multi-asset portfolios and bespoke mandates and co-manage specific long volatility portfolios for clients. I spend time educating a range of clients and interested advisors on what structured products are and how to use them efficiently. In addition, I am part of the Structured Products Committee.

Last Updated: September 18, 2025

I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios

Last Updated: March 2, 2026

I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries. In addition, I am a member of the Collectives Committee within Investec's Investment & Research Office which oversees the fund selection for the firm. I have a background in absolute return and have a keen interest in global macro hedge funds and alternative investments.

Last Updated: March 2, 2026

Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios.

Last Updated: March 2, 2026

John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.
John is a member of the Society of Trust and Estate Practitioners.