As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.

I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Cognisant that these needs and objectives are ever-developing throughout our clients' lifetimes, we maintain a frequent dialogue to ensure any alterations to the strategy can be made as individual circumstances and the world we live in evolves. The focus for each client, whether that be affluent families, trusts or corporates, is to construct the most suitable investment portfolios for their own unique situation, alongside ensuring their assets are held within the most relevant and tax efficient structures.

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm's charity clients.

Tom manages investment portfolios and provides wealth management services on behalf of private individuals, IFAs, trusts, personal pensions and small charities.

He has a particular focus within the Bristol office for Entrepreneurs and Business Owners, leading on the co-ordination of activities to support this sector in the region and for developing relationships within the professional adviser community working in this eco-system.

After graduating from Exeter University in 2003, Tom served as an Army Officer in The Royal Green Jackets and The Rifles before joining the industry in 2009. Prior to joining Rathbones (previously Investec), Tom worked in London with Kleinwort Benson. He holds a BA (Hons) Politics degree and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Tom has completed the CISI’s Chartered Wealth Manager qualification and the Chartered Insurance Institute’s Financial Planning Diploma units covering tax, pensions and financial protection. He also holds the Investment Management Certificate.

Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.

Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.

Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.

Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.

Steve takes great care in guiding clients through the complex decisions involved in planning their financial future. He takes pride and genuine pleasure in supporting multiple generations within the same family, building lasting relationships founded on trust and understanding.

By taking the time to fully understand each client's financial circumstances and long-term goals, Steve develops tailored financial plans that evolve over time, adapting to life’s inevitable changes.

He manages investment portfolios for individuals, offshore bonds, trusts, corporates, and pensions. In addition, he oversees funds on behalf of charities and not-for-profit organisations, delivering thoughtful and responsible investment strategies aligned with each client’s unique objectives.

He is a Chartered Fellow of CISI and a voting member of the Rathbones Investment Executive Committee. Previously, he worked for a number of investment management companies, through a series of takeovers and amalgamations, before leaving Barclays Wealth in 2014, as a Director, to join Investec Wealth & Investment Management.

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds. In addition to working with private clients I also work with intermediaries, collaborating together to deliver their clients' investment objectives.

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire. Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.