Last Updated: March 2, 2026

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.
Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Last Updated: March 2, 2026

Graham is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.
Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.

Last Updated: March 2, 2026

Ryan joined Rathbones as an Investment Director in June 2023 and specialises in working with Independent Financial Advisers to construct and manage bespoke investment portfolios. Having spent the last ten years working in this space at Investec Wealth & Investment, Ryan prides himself on providing the highest level of service to advisers and their clients.

Last Updated: March 2, 2026

Michael is an investment director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions.
Michael graduated from Aberdeen University with a degree in Economics and Accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Last Updated: March 2, 2026

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Last Updated: March 2, 2026

Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.

Last Updated: March 2, 2026

I am Head of Research at Rathbones in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.

Last Updated: March 2, 2026

Joanna has significant experience of providing discretionary investment management for private individuals, family groups and their trusts, charities and pensions. She has been a Fellow of the Chartered Institute of Securities & Investments since 2005, becoming Chartered in 2011.
Joanna began her investment career at Tilney in 1998 after graduating from Liverpool University. She forged her career at Blankstone Sington for over 17 years, becoming an assistant director in 2014, before joining Rathbones in early 2019.

Last Updated: March 2, 2026

Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008. For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Last Updated: March 2, 2026

Natalya is an assistant investment manager in our Exeter office supporting the team in the management of private client, trust, company and charity investment portfolios. She works closely with a number of professional advisers providing reliable and accurate assistance on behalf of their clients.
Natalya holds the Investment Advice Diploma and is an Associate Member of the Chartered Institute for Securities and Investment. She joined Rathbones in 2008.

Last Updated: March 2, 2026

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients.