Oliver is an investment manager based in the Winchester office. He joined Rathbones in 2022 having moved from Brooks Macdonald where he worked for five years. 

Oliver graduated from Cardiff University with a first class degree in Accounting & Finance. He holds the Investment Advice Diploma (IAD) and Chartered Institute for Securities & Investment (CISI) Wealth Manager Qualification. 

Oliver sits on the UK collectives investment committee.

Iain works alongside Nick Roe-Ely in the management of investment portfolios for private individuals, pensions, trusts and charities. He is a member of the firm’s Adviser Specialist Group and contributes to the Rathbones investment process through his position on the Overseas Equities Committee.

A graduate of the University of Liverpool with a BA (Hons) degree in Modern History and Politics, Iain began his career with BNY Mellon working with institutional clients in its asset servicing division before moving to Rathbones in 2015.

Iain is a Chartered Fellow of the Chartered Institute for Securities & Investment and has been awarded the level 7 CISI Chartered Wealth Manager Qualification. He also holds the CFA Investment Management Certificate and the CISI Investment Administration Qualification.

Tilia joined Rathbones in 2022 as a junior ESG and stewardship analyst. She is part of the stewardship team, working on corporate engagement activities, informed proxy voting and the integration of environmental, social and governance (ESG) factors within the investment process.

Prior to joining Rathbones, Tilia was knowledge officer at Accounting for Sustainability (A4S) where she worked to inspire action by finance leaders to drive a shift towards resilient business models and a sustainable economy.

Tilia is a graduate of Durham University where she studied Geography and has also completed the Chartered Banker Institute’s Certificate in Green and Sustainable Finance.

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma.

Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Ivo joined Rathbones in 2022 as an Investment Manager, having previously been at Cazenove Capital for nine years. He specialises in complex clients, coordinating investments across a number of different structures and tax restrictions. Ivo assists the team in managing over £1.6bn in assets for private clients, charities and trusts.
Ivo is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds a BSc (Hons) in Biological Sciences from the University of Edinburgh.

Tom is a graduate of Durham University, where he studied Economics. He joined Rathbones in 2014, spending two years in Operations and a year on the Dealing desk before moving into investment management.

Tom now works with Joanna Pennington-Jones in the management of portfolios, primarily for private clients, pensions and Trusts.

​He is a Chartered Fellow of the Chartered Institute of Securities & Investment (CISI), having attained the Chartered Wealth Manager qualification, in which he won an award for exam performance. He is also a CFA Charterholder, having passed all three levels on the first attempt and scored in the top decile of candidates for level I.

Peter is primarily responsible for the growth and servicing of our professional intermediary client base, with an emphasis on Jersey. He joined Rathbones in August 2022 and has 14 years’ experience in financial services. He relocated to Jersey in 2009 with Capita Asset Management Limited before joining Jersey Finance where he promoted Jersey’s financial services industry in Asia, Middle East and Sub-Sharan Africa. Most recently he was Head of Trustee solutions for Brooks Macdonald International. Peter is a member of STEP, CISI and CIM. He holds the Society of Trust and Estate Practitioners Certificate in International Trust Management, the Charted Institute of Marketing Postgraduate diploma in Analysis & decision making and Managing Corporate Reputation, and has a Business & Marketing degree.