Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London.

Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle.

Marcus holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a CFA Charterholder.

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008.

He graduated from Northumbria University with a degree in Economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification.

Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.

Andy joined Rathbones from Brewin Dolphin where he was a divisional director in the Newcastle Office.

Andy is a Fellow of CISI with 27 years experience in the financial service sector having previously worked for Barclays Bank before joining Brewin Dolphin in 1996.

Over the last 20 years, Andy has amassed a wide range of experience in dealing with the fast pace and changing face of investment markets, his knowledge has enabled him to provide an invaluable steer and insight for all of his clients through several market cycles.

At Rathbones Andy is continuing to manage portfolios on a discretionary basis for individuals, trusts, companies, pension funds and charities. 

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.

Tiffany is an Investment Director specialising in the management of portfolios for individuals, charities, trusts and family office arrangements, both onshore and offshore. Looking after clients who are new to investments as well as those with industry experience, Tiffany helps clients understand and meet their investment objectives.

Tiffany joined Rathbones in 2012 and is a Team Leader in the London office. Prior to Rathbones, Tiffany completed her GDL and LPC at BPP Law School and began her career as a trainee specialising in Employment Law and Industrial Relations. In 2007 she joined Taylor Young Investment Management which was later acquired by Rathbones.

Tiffany is a Chartered Financial Analyst charterholder.

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.

I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.

As an associate investment manager, I support the senior investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.