As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, trusts, pension funds and charities. I also sit on the group ESG committee.

My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.

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I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients.

My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec's own in-house research team to identify suitable investment solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Charles Newsome has developed a solid career at Rathbones previously Investec with a focus on wealth management and helping clients meet their financial objectives. Over the past 20+ years, he has consistently delivered reliable results, prioritizing a thoughtful balance between growth and risk that aligns with each client’s unique goals. Charles's work has been recognized with the Wealth Manager of the Year award, a testament to his dedication to providing value. With a proactive approach to portfolio management and a focus on long-term strategies, he seeks to offer clients consistent, thoughtful guidance based on market insights and a commitment to their financial well-being.

My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.

I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.

I manage a wider range on investment portfolios encompassing both UK and overseas investments for UK and overseas private clients, trusts and Charities.

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their risk levels and objectives, current position and long-term goals. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes, using Investec's excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners, accountants to ensure these client objectives are met in the most tax efficient way.