I am a Senior Investment Director at Rathbones. I have over 20 years of industry experience. Prior to Investec Wealth & Investment (UK) combining with Rathbones, I was a portfolio manager in their South African office, managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

I am Head of Research at Rathbones in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.

I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.

Natalie is an Investment Administrator based in the Cheltenham office. Since joining the company in 2021, she has played a key role in supporting investment operations and client service delivery. Known for her attention to detail and proactive approach, Natalie contributes to the smooth running of investment processes and helps ensure high standards of service across the team.

I provide investment assistance within an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.

Leigh-Ann Gaskins joined the company in 2019 and serves as Office Coordinator and PA to Tristan George, Head of the Cheltenham Office. With a strong focus on organisation and efficiency, Leigh-Ann plays a key role in supporting daily operations and ensuring the smooth running of the office. Her proactive approach and attention to detail make her an invaluable part of the team.

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.