I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I help create the most suitable portfolios for returns on a risk-adjusted basis using a spread of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

I manage assets on both an Advisory and Discretionary basis, specialising in Private Individuals, Trusts, Pensions and Charities.I have a degree in Human Geography and Economics from Loughborough University and am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).

I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

I started work at Williams De Broe in 2011 and joined Investec Wealth & Investment as a result of the takeover of Evolution Group in 2011. With over a decade of experience in financial services, I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives by working closely with them and their advisers in order to achieve their investment goals.

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients. In addition to my investment management responsibilities, I am involved with the firm's overall investment process through memberships of the Fixed Interest Investment Selection Committee and the Equity Corporate Governance Committee.

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Kim joined in January 2025 from Schroders, where she was head of the Client Group for Scotland and Northern Ireland. In this role, she led all contact with intermediary clients in those regions. Prior to this she spent almost five years with Tilney, previously Deutsche Bank, as relationship manager and business development manager.

Dallas joined Rathbones in 2024 as a client service executive having previously worked at Evelyn Partners.

Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).

Matt joined Rathbones in 2020 in our Operations team in Liverpool before moving to London in 2021 where he now works as an Assistant Investment Manager working towards the CFA qualification. Prior to Rathbones, Matt graduated from the University of Leeds with an Economics degree before working in Australia for 2 years.