Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI).
 
He joined Rathbones from Brooks Macdonald, where he had worked for 16 years. There he created bespoke investment solutions for high net worth individuals, primarily in conjunction with their Financial Advisers, utilising General Investment Accounts, ISAs, Pensions, Offshore Bonds, Trusts and Charities. He was also Team Head for one of the bespoke investment teams based in London.

Jack works closely with Robert Walker, Paula Forecast and Ross Bridger, managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.

He joined Rathbones in 2023, having previously worked as an assistant portfolio manager in the discretionary investment team at Saunderson House.

Jack is a Chartered Wealth Manager and a member of the Chartered Institute for Securities and Investments (CISI). He holds a degree in Economics and Mathematics from the University of Exeter, where he graduated with a 2:1 in 2019.