Tim O'Sullivan

Tim O'Sullivan

Investment Director

Investment Director

London

Tim O'Sullivan
Neil Hardman

Neil Hardman

Investment director

Investment director

Edinburgh

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.
Neil Hardman
Adam Lowe

Adam Lowe

Investment Manager

Investment Manager

London

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones Diversifiers Committee.

He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones Diversifiers Committee. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.
Adam Lowe
Ian Davies

Ian Davies

Assistant Investment Manager

Assistant Investment Manager

Liverpool

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.

Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Outside of work, Ian enjoys spending time with his family and two cats whilst watching a copious amount of films and the NFL (when it’s in season).

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients. Outside of work, Ian enjoys spending time with his family and two cats whilst watching a copious amount of films and the NFL (when it’s in season).
Ian Davies
Chris Gardner

Chris Gardner

Investment Director – Head of Personal Injury & Court of Protection team

Investment Director – Head of Personal Injury & Court of Protection team

Liverpool

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.

Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust.

He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards. Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection.  He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security. When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust. He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.
Chris Gardner
Harpal Sra

Harpal Sra

Investment director

Investment director

London

Harpal has over 18 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones.

He advises recipients of personal injury settlements and their representatives on the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities. 

Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. He also sits on the Rathbones ETF and Passive Investment Committee.

Personal injury and Court of Protection | Rathbones

Harpal has over 18 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones. He advises recipients of personal injury settlements and their representatives on the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities.&nbsp; Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. He also sits on the Rathbones ETF and Passive Investment Committee. <a href="https://www.rathbones.com/professional-intermediaries/personal-injury-and-court-protection">Personal injury and Court of Protection | Rathbones</a>
Harpal Sra
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