Last Updated: July 22, 2025

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

Last Updated: February 13, 2026

As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role.

Last Updated: July 22, 2025

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

Last Updated: March 2, 2026

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator.
He started his administrative career in 1994 and has worked in various administration roles throughout his career.
Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Last Updated: July 22, 2025

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.

Last Updated: March 2, 2026

Matthew has recently joined Rathbones as an investment director having over 23 years of investment experience managing portfolio for individuals, trusts, charities and pension funds at Quilter Cheviot.
He is a Chartered Fellow of the CISI as well as being a long serving committee member and ex-president of the Manchester District of the CISI. He holds a BA (Hons) degree in Accounting & Finance from the University of Manchester.

Last Updated: July 22, 2025

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation.

Last Updated: March 2, 2026

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Last Updated: February 23, 2026

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Last Updated: July 22, 2025

I advise high net worth individuals and families on investments. My role is to help clients to achieve their financial goals. Consequently I manage a range of portfolios and pension funds. I work closely with my financial planning colleagues to optimise the tax efficiency of clients’ investment returns.

Last Updated: January 19, 2026

Edward is a Senior Investment Director and a Chartered Member of the Institute for Securities and Investments. He specialises in managing portfolios for wealthy families and individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years before moving to Rathbones in 2013. At Rathbones Edward heads a team and manages over £400m of client assets.

Last Updated: July 22, 2025

Paul Stockton, chief executive, said:
“It has been a busy first half for Rathbones as we successfully migrated our largest acquisition to date, underwent a smooth
leadership transition and posted the highest funds under management and administration in our history. Investment
markets look likely to remain volatile in the second half but we retain a cautiously optimistic outlook. The UK wealth
industry continues to present positive opportunities for future growth which we will actively pursue.”