I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client's attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.

Mike manages bespoke discretionary investment portfolios for private individuals, charities, trusts, financial advisers, and other intermediaries. Collaborating closely with colleagues in Cheltenham, Birmingham, and London, he ensures each portfolio is tailored to reflect both evolving market conditions and the unique goals of each client.

His role involves maintaining a robust investment framework that supports consistent, high-quality decision-making. He also conducts monthly ratio analysis on Rathbones’ researched stocks to identify companies with strong fundamentals and long-term potential—helping to ensure that client portfolios are built around quality, resilience, and opportunity.

He joined Rathbones following the merger with Investec, having spent seven years there as an Investment Manager before moving to Portfolio Management. Previously Mike spent two years working with an Independent Financial Planning firm as a fund analyst. He passed the Level 7 Chartered Wealth Manager Qualification in 2022 and has been Chartered since the start of 2025.

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios.

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create. Working closely with clients to determine the investment objective and risk approach is key, not just at the start of the journey, but at various junctions along the way.

I am a professional Wealth Planner specialising in investment management and financial planning for high net worth clients. I work closely with Camilla Sherbrooke, advising a small number of wealthy families. I have a background in portfolio management and sit on our Stock Selection and Investment Committees. I also run our Investment Academy which contributes to the thought leadership section of our website - Investec Focus. I believe in perpetual learning and that cognitive diversity helps teams to solve complex problems. I read widely and am focussed on the development of others and sustainability. I also hold the RYA Yachtmaster qualification and live in Central London with my wife and two children.

I work within the Investec Private Office team and I am responsible for advising high net worth individuals and their families on their long-term Wealth Management strategies. I am able to draw upon the vast experience and knowledge of my specialist Financial Planning and Private Banking colleagues to deliver flexible, tailored solutions to my clients across the full spectrum of their financial affairs.

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

I primarily work with high-net-worth individuals, constructing and managing their investment portfolios and giving them the peace of mind that their plans for the future, including retirement, are on course. I find it extremely satisfying to help people achieve their life goals, often sooner than they expect.

Since the recent combination of the Rathbones Group and Investec Wealth & Investment UK, I now lead an expanded  team of investment and wealth managers, responsible for a combined total of more than £40 billion in assets. I aim to ensure that every private client receives the highest standard of bespoke investment and wealth management.