Last Updated: April 24, 2026

Last Updated: April 26, 2026

Rathbone Income Fund manager Alan Dobbie says renewed energy-price pressure is squeezing consumers and corporate margins, reinforcing the case for diversified income portfolios and selective stock opportunities.

Last Updated: April 27, 2026

I work closely with clients and their professional advisors, to achieve the most suitable investment solutions for them. My client base consists of private individuals, companies, Trusts and charities. My aim is a simple one; to become a deeply trusted advisor and to ensure we always deliver a high standard of personal service. The key to this is good, straight forward, dialogue and communication. This should ensure that my clients and their advisors feel empowered and confident at all times and I have sufficient knowledge, to make the correct investment decisions.

Last Updated: April 27, 2026

I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.

Last Updated: April 27, 2026

Luke joined Rathbones in September 2021 to help expand the capabilities of the investment risk function. Previously, he gained over 15 years industry experience as a fund manager with a focus on fixed income, currency and derivative strategies.

Last Updated: April 27, 2026

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Last Updated: April 27, 2026

I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.

Last Updated: April 28, 2026

Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years. Samantha started her career at Lazard Asset Management. Throughout her career she has looked after large family groups and both public and private charities. She specialises in succession planning for large family groups and divorce.

Last Updated: April 27, 2026

Before joining Investec in 2020 Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts and corporates.

Last Updated: April 27, 2026

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

Last Updated: April 28, 2026

David is an Investment Director at Greenbank Investments. He joined the team in January 2020 and now manages investment portfolios on behalf of private clients who have a particular focus in ethical and sustainable investment. Prior to joining Rathbones he had 10 years experience working in financial planning as well as an investment analyst, specialising in global equities and investment trusts. David is passionate about investment markets and has experiences across the financial services sector.

Last Updated: April 27, 2026