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wealth-management
3 April 2025

Retail investors opposed to scrapping or restricting access to cash ISAs, research shows

Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result

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Ahmed Makama

Ahmed Makama

Team Assistant

Team Assistant

Birmingham

Joining in July 2024, Ahmed provides essential support to the investment management team through a wide range of administrative and client-facing responsibilities. His role involves managing all administrative aspects of clients - from initial account opening to the ongoing maintenance and responsive management of client requests - ensuring an efficient service experience.

In addition to his core administrative duties, Ahmed supports front-of-house duties such as welcoming clients and visitors, being the first point of contact for incoming calls, and overseeing meeting room logistics.

Joining in July 2024, Ahmed provides essential support to the investment management team through a wide range of administrative and client-facing responsibilities. His role involves managing all administrative aspects of clients - from initial account opening to the ongoing maintenance and responsive management of client requests - ensuring an efficient service experience. In addition to his core administrative duties, Ahmed supports front-of-house duties such as welcoming clients and visitors, being the first point of contact for incoming calls, and overseeing meeting room logistics.
Ahmed Makama
Reece Duncan

Reece Duncan

Investment Manager

Investment Manager

Glasgow

Reece is an Investment Manager working closely with Cameron Pollock managing portfolios for private clients, trusts and charities. He joined Speirs & Jeffrey in 2018 and initially worked in the suitability department.

He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute for Securities and Investments.

Reece is an Investment Manager working closely with Cameron Pollock managing portfolios for private clients, trusts and charities. He joined Speirs & Jeffrey in 2018 and initially worked in the suitability department. He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute for Securities and Investments.
Reece Duncan
31 March 2025

Rathbones Group Plc - 2025 Annual General Meeting

The AGM is currently scheduled to be held at our London head office at 30 Gresham Street, London, EC2V 7QN, on Thursday 8 May 2024 at 9:00am.

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28 March 2025

Rathbones Asset Management adopts SDR labels on two funds

Rathbones Asset Management Limited (RAM) announces it is to adopt the ‘Sustainability Focus’ label, under the Sustainability Disclosure Requirements (SDR), for the Rathbone Greenbank Global Sustainability Fund and the Rathbone Greenbank Global Sustainable Bond Fund.

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