Filters
Responsible Investment
Last Updated: March 26, 2026
We integrate ESG factors, vote with purpose, and engage for impact-delivering responsible investment and transparent stewardship for long-term value.
Stephanie Graham
Last Updated: March 26, 2026
Stephanie is an Investment Director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.
Stephanie Savage
Last Updated: March 25, 2026
Stephanie joined Rathbones in 2015 and has over 20 years’ experience working in the financial services industry, having begun her career with Brewin Dolphin in 2006. She manages investment portfolios for private clients, families, SIPPs, and Trust portfolios.
Stephanie is a Chartered Wealth Manager and Fellow Member of the Chartered Institute of Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications.
Ben Douglass-Lee
Last Updated: March 26, 2026
Ben joined Rathbones following the acquisition of Speirs & Jeffrey, where he initially started on the trainee scheme in 2018.
Ben is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has obtained the Investment Advice Diploma in Securities & Derivatives and Chartered Wealth Manager (CWM) qualification. Ben holds a degree in Industrial Design & Technology from Loughborough University.
James Thornhill
Last Updated: March 25, 2026
James joined Rathbones in November 2021 as an investment manager. He joined the industry in 2014 and previously worked at Smith & Williamson. He is a Chartered Wealth Manager as well as CFA chartership holder. James is experienced in dealing with private clients, trusts and charites.James has previous experience working as a research analyst, specialising on Transport and Media companies as well as UK collectives. Prior to his career he studied Economics at the University of Nottingham, achieving a first class degree.
Privacy
Last Updated: March 26, 2026
Learn how we collect, use, and protect your personal data in our Privacy Notice.
Privacy policy
Last Updated: March 26, 2026
Learn how we collect, use, and protect your personal data in our Privacy Potice.
Privacy
Last Updated: March 26, 2026
Learn how we collect, use, and protect your personal data in our Privacy Notice.
Page not found
Last Updated: March 26, 2026
Our page that shows if a user lands on a webpage that doesn't exist in the location the user was looking.
The world is growing older
Last Updated: March 26, 2026
Countries and businesses need to adapt to shifting demographics
Tax thresholds, rates and allowances for the 2026/2027 tax year
Last Updated: March 26, 2026
We've summarised all key numbers announced by the UK Government for the 2026/2027 tax year.
Jenna Huartson
Last Updated: March 26, 2026
Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances.