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

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

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

Last Updated: March 2, 2026

Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning.

Last Updated: March 2, 2026

Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Last Updated: March 2, 2026

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon.
She is currently studying towards the CISI Investment Advice Diploma.

Last Updated: March 2, 2026

Greg works as an assistant for Bob Szechenyi and Stuart Furzer fulfilling an administrative role on behalf of UK and offshore domiciled individuals, companies and trusts.
Greg joined Rathbones in 2001, within the London Middle Office, from Bank of New York where he was a senior administrator. He has worked in the industry since 1995, having previously worked for the Public Trust Office prior to joining BONY.
He is a Associate of the Chartered Institute for Securities & Investment.