Jo Hayman

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.

With a particular focus on entrepreneurs and senior corporate executives, Jo empowers her clients with the knowledge and confidence to navigate complex financial landscapes and make informed decisions for their future.

Jo holds a degree in Business Economics from the University of Exeter and began her career as a fund analyst at Morgan Stanley Quilter. She is a Chartered Fellow of the CISI and holds the Securities Institute Diploma and the Financial Planning and Advice Certificate. She is also a voting member on Rathbones’ Portfolio Solutions, Responsible Investment and Product Governance Committees, playing an active role in shaping the firm’s investment strategy and governance.

Outside of work, Jo is a keen sports enthusiast and enjoys tennis, skiing and equestrian pursuits.