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.

I manage a broad range of portfolios for individuals, families and charities. My particular focus is on managing personal assets, Self-Invested Pension Plans/pension assets, family trusts and Inheritance tax planning wrappers.

My priority is assisting clients in meeting the objectives set for their portfolios, whilst keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA's and trustees, managing a wide range of portfolios including general investment accounts, ISA's, SIPP's, offshore bonds and trusts. I work in a large team in the London office where, over time, we have developed a disciplined investment process that provides a solid foundation for a bespoke offering to clients.

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term. I specialise in managing investment portfolios for private clients, charities, pension funds and trusts, and I have a particular interest and experience in working alongside other professional advisers to develop client relationships with entrepreneurs and business owners.

I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.  

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I am the Head of our Edinburgh Office.

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.