Last Updated: March 16, 2026

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

Last Updated: March 16, 2026

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).
Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts.
He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

Last Updated: March 16, 2026

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot. Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones.

Last Updated: March 16, 2026

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

Last Updated: March 16, 2026

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

Last Updated: March 16, 2026

David is a Senior Investment Director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities.
David joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a first class honours degree in Economics and Finance.

Last Updated: March 16, 2026

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Last Updated: March 16, 2026

In December 2021, our regulator, the Financial Conduct Authority, issued new rules and guidance for organisations to make climate-related disclosures, consistent with the recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD). For Rathbones Asset Management this is effective from 30 June 2024.
These entity and product-level reports aim to promote transparency on climate-related risks and opportunities and to enable clients to make considered choices.

Last Updated: March 16, 2026

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Last Updated: March 16, 2026

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry.
A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of nine investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.

Last Updated: March 16, 2026

Peter leads the London and Cambridge Region at Rathbones Investment Management. He joined Rathbones in 2012 following the acquisition of Taylor Young Investment Management Ltd where he was Chief Executive Officer and Head of the Executive Committee. In his role as Investment Director, Peter draws on over 35 years’ experience in the wealth management sector as well as the wide range of specialists within Rathbones in attending to the needs of the individual clients, trusts and pension schemes he is responsible for.

Last Updated: March 16, 2026

Henry is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.