My priority is to address the needs of clients who wish to invest in stock markets through a bespoke investment portfolio specifically tailored to their needs and wishes. I can create a portfolio at the outset or take over the management of an existing one on their behalf, spending time discussing appropriate investment objectives and degree of risk which should be followed. In doing so their investment portfolio should deliver over the years ahead, proving to be a valuable asset in their overall wealth regime. I am a firm believer in the importance of establishing a strong working rapport with my clients which range from individuals, trusts, charitable trusts and personal pension schemes.

As a specialist on the Charities Team I aim to produce a solution that best meets my clients' objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

My priority is to help clients get the most from their personal finances and be their trusted adviser on these matters. This could be something specific about investing or tax savings, but it could also be about setting life goals and achieving these, by having a financial infrastructure in place. I want to work in partnership with my clients to help make what can be daunting and confusing, easy to understand, while enabling them to get the best from the options available.

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.

With a particular focus on entrepreneurs and senior corporate executives, Jo empowers her clients with the knowledge and confidence to navigate complex financial landscapes and make informed decisions for their future.

Jo holds a degree in Business Economics from the University of Exeter and began her career as a fund analyst at Morgan Stanley Quilter. She is a Chartered Fellow of the CISI and holds the Securities Institute Diploma and the Financial Planning and Advice Certificate. She is also a voting member on Rathbones’ Portfolio Solutions, Responsible Investment and Product Governance Committees, playing an active role in shaping the firm’s investment strategy and governance.

Outside of work, Jo is a keen sports enthusiast and enjoys tennis, skiing and equestrian pursuits.

I manage a broad range of multi-asset investment portfolios for high net worth private clients and families, trusts and company pension schemes, all tailored to their specific circumstances. Included within this are taxable, ISA, SIPP and offshore bonds portfolios. I also enjoy building strong relationships with IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help achieve the required investment solution.

James heads the Regional Portfolio Management Team at Rathbones. He joined the firm in 2014 to establish a team dedicated to the day-to-day management of client portfolios. His team oversees assets across the Birmingham and Cheltenham offices, with responsibility for portfolio strategy, investment performance, and risk governance.

James began his career in financial planning before moving into investment management, where he managed multi-asset and bespoke portfolios, and contributed to research and tactical asset allocation.

He holds a degree in International Business Economics from the University of the West of England and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He currently serves as President of the CISI Cotswolds branch and sits on the CISI’s Disciplinary & Appeals Panel.

I manage a broad range of bespoke discretionary portfolios for private clients. I also work closely with advisors in order to build portfolios to meet their clients' specific needs.

I specialise in managing predominantly discretionary portfolios on behalf of private individuals, their pensions, trust, charities and private family unit trusts. I have a total return philosophy of both capital preservation and growth in real terms through global multi-asset class investment.

Before joining Investec in 2020 Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts and corporates.