Jay is an Investment Director and Chartered Wealth Manager, helping clients build sustainable, long-lasting wealth.
Whether that wealth is still being accumulated or already established, Jay ensures the investment strategy is aligned with each client’s broader life, business, family, and career goals. This gives clients the freedom and clarity to focus on what matters most to them.
Jay has worked within the Rathbones Group for over a decade, joining Investec Wealth & Investment in 2015 before becoming part of Rathbones in 2023.
Recognised for his commitment to personalised service, Jay was recently nominated for Investment Director of the Year at the Citywealth Future Leaders Awards.
He and his team take a strategic, research-led approach to portfolio construction. The investment philosophy blends long-term growth with disciplined risk management, drawing on Rathbones’ in-house expertise to grow and preserve wealth, today and for future generations.