I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

I am Divisional Director and lead the region of Scotland and Northern Ireland. I also manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

The best part of my job is getting to know the clients I work with—hearing their stories and helping them build a roadmap to their financial goals. I help people from all walks of life, whether they are saving for school fees, planning for a comfortable retirement, and everything in between.

I have been in the investment world for over three decades, which means I've navigated some pretty major market events. This experience gives my clients peace of mind. I started my career in an administrative role, which gave me a well-rounded view of the business, but it was the human side of investing that truly interests me.

I joined Rathbones as a Senior Investment Director after the merger with Investec, where I had been since 2010. I am a chartered member of the CISI. You can also catch me on the BBC, where I share my perspective on companies and markets each month.

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

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.

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.