Last Updated: March 2, 2026

I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010. I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016. I work closely with a wide variety of clients from different backgrounds. I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals.

Last Updated: February 11, 2026

Keith is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities.
He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.

Last Updated: January 16, 2026

Charlie Dennis joined Rathbones in 2022 and is now Senior Financial Intermediaries Executive. He leads the onboarding and due diligence of advisory firms, ensuring compliance and supporting business growth. Charlie’s client-focused approach delivers efficient onboarding and strengthens relationships across the firm. He previously held management roles at LV=, building expertise in financial services and client relations.

Last Updated: August 4, 2025

As a senior investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided.

Last Updated: March 2, 2026

I'm responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group's investment process, sitting on the Equity Collectives Committee.

Last Updated: July 22, 2025

I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.

Last Updated: February 19, 2026

The best part of my job is getting to know the clients I work with—hearing their stories and helping them build a roadmap to their financial goals. I help people from all walks of life, whether they are saving for school fees, planning for a comfortable retirement, and everything in between.

Last Updated: July 22, 2025

Olivia is an investment Director on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.
Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.

Last Updated: August 6, 2025

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

Last Updated: March 2, 2026

Jonathan joined Rathbones in 2011 and provides discretionary management for private clients, pensions, trusts and charity portfolios. He started his investment career at JP Morgan in 2007 and prior to joining Rathbones, worked at Newton assisting in the management of private client portfolios.

Last Updated: August 5, 2025

I am predominantly responsible for running private client portfolios at Investec Wealth & Investment, having worked for the Firm for well over 20 years, whilst having over 30 years’ investment experience. My clients have general investments, SIPPs, offshore bonds, ISAs, AIM stocks etc. Previously I worked for Baring Asset Management and AON Minet which ultimately merged (via Capel Cure Sharp) into Barclays Wealth, where I gained varied experience in the world of investment.

Last Updated: March 2, 2026

Julian is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment with 25 years’ investment management experience. He specialises in managing investments for private clients, trusts, charities, corporates, personal pension funds and the clients of financial advisers.