I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.

I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm's wider investment processes through sitting on the firm's Settlement Committee and Administration Forum.

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

I am part of the research team, with responsibility for our coverage of direct UK equities. Specifically, I cover the travel and leisure, support services, aerospace and defence, utilities and beverages sectors. We look for the most compelling investment opportunities for our clients within the Developed Market listed equity universe. As a team we do this through having sector specialisms, a bottom-up approach to analysis with rigorous due diligence and peer review. I have an interest in ESG investing, and helped develop our ESG analysis of direct equities.

I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex. You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more. I specialise in providing Bespoke Portfolio Management for clients, alongside Estate Planning/Inheritance Tax Planning through utilising services such as AIM, Income/Capital Gains Tax Planning and Life-stage Planning. This allows me to provide holistic wealth management solutions to clients, helping them manage their wealth and achieve their goals, whether they be short or long-term.

I am a member of our Global Investment Strategy Group and of the Asset Allocation Committee for the UK arm of the business. I remain heavily involved in our security selection for real estate and infrastructure. I'm also a member of our Corporate Governance Groups for both equities and investment companies and am responsible for our relationships with external research suppliers. I provide advice to portfolio managers and their clients on appropriate benchmarks and asset allocation ranges to help meet their needs.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Rathbones' extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.