Last Updated: March 2, 2026

Jeremy is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment.
Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began his career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Last Updated: March 2, 2026

Phil is an investment director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply.
Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager.
Phil is responsible for managing investment portfolios for private individuals, trusts and SIPPs.

Last Updated: March 2, 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: March 2, 2026

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.
I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.

Last Updated: March 2, 2026

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.
Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection.

Last Updated: March 2, 2026

James is head of sales support for Rathbones’ distribution to financial advisers. He is responsible for business development co-ordination and the support provided to adviser firms in their use of our discretionary services.

Last Updated: March 2, 2026

Emma is the Equity Research Analyst for the Multi-Asset team. Emma joined Rathbones in October 2024 after seven years covering the European Consumer Staples sector as an equity research analyst at RBC Capital Markets. She graduated from the University of Nottingham with a first in BSc Economics and is a CFA charterholder.

Last Updated: March 2, 2026

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage.
Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.

Last Updated: March 2, 2026

Justine has a vast experience investing private client portfolios having been with Rathbones for more than 30 years. She is a respected member of our firm and sits on our Investment Executive Committee as well as the IFA Investment Committee. She acts as regional co-ordinator for IFA relationships across the South, recognising the importance of a holistic approach to clients’ finances.

Last Updated: March 2, 2026

Dawn is an investment manager's assistant, specialising in the administration of charity clients, as part of Rathbones specialist charity team. Dawn is a Chartered Member of the Chartered Institute of Securities and Investments and has more than 30 years of financial industry experience. She started her career at Rathbones in 1987 and as well as administering private clients, has worked within the charity team since its inception.

Last Updated: March 2, 2026

Sean joined Rathbones in 2015 and oversees the Research Operations function. Sean is also responsible for the management and implementation of the investment research communications strategy.
Previously, Sean worked for Dow Jones as a senior associate covering the private markets. During his time there, he produced an array of research content for clients and for public consumption, focusing principally on private equity and venture capital investment activity in the U.S., EMEA and China.

Last Updated: March 2, 2026

Christopher is an investment director and a Fellow of the Chartered Institute for Securities and Investment.
He manages investment portfolios for charities, trusts, pensions and private clients including some with ethical criteria. He also enjoys working with independent financial advisers.