Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.

Based in the Leeds Office, David joined Rathbones in 2023. He has over 24 years of industry experience, having most recently worked as an Investment Director at Brown Shipley.

At Rathbones, David is responsible for managing multi-asset investment portfolios for private individuals, trusts, companies and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Economic & Social History.

Based in the Leeds Office, Nick joined Rathbones in 2024 as an Investment manager. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. His primary focus is on building close relationships with clients and delivering the highest quality of service.

Nick is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Sociology. He has over 25 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Stephen joined the Kendal office in 2023, having spent over a decade in the investment management industry starting his career in 2007.

Stephen graduated from Liverpool John Moores University having gained a bachelor’s degree in accountancy and finance, later he was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis Stephen receives his annual Statement of Professional Standing from the Institute.

Based in the Kendal office, Stephen manages a range of private client, trust, pension and company portfolios. He works hand in hand with financial advisors, solicitors, and accountants to help clients with specialist investment advice.

Read reviews from Stephen's clients on Trustpilot:
 

Based in the Leeds Office, David joined Rathbones in 2024 in the Investment Team. He has over 21 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. He enjoys managing multi-asset portfolios for wealthy families, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an Honours degree in Financial and Business Economics.

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS.

Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Joe graduated from The University of Buckingham in 2016 with a First Class BSc (Hons) degree in International Financial Services.

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Based in the Leeds office. Andrew joined Rathbones in 2023 from his previous role as Managing Director and Head of Leeds office at Brown Shipley. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He has been advising Charities, Trusts, Private Clients and Pension Funds for over 35 years.

He has held board roles with various charities and is an experienced trustee. His clients' needs and aims are his only focus. He stays in close contact with clients and their evolving needs and providing them with most suitable ongoing investment solutions remains his primary objective.

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.

Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

George is an Assistant Investment Manager in the London Office. He works alongside Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George is a CFA® charterholder, is a member of the Rathbones thematic research committee and regularly presents financial awareness course.

George joined Rathbones in 2021 on the investment management graduate scheme having achieved first-class honours in Aeronautical and Astronautical Engineering from the University of Southampton in June 2021.