Max Patten

Max provides wealth management advice within the Strategic Partnership Team, specialising in advice for High-Net-Worth individuals and their families, helping them achieve both their short and long-term financial goals. He is trusted by Investec Bank, Rathbones’ strategic partner, to deliver tailored investment management, financial planning, and legal advice, drawing on the expertise of the broader group.

Max joined Rathbones (formerly Investec Wealth & Investment) in 2018 and specialises in working with alternative asset management professionals, encompassing private equity, private credit, real estate and hedge fund professionals. He also delivers tailored investment advice to UK resident US citizens in conjunction with their other professional advisors. He holds the CII Diploma in Regulated Financial Planning, is a Chartered Wealth Manager, and a Fellow of the Chartered Institute for Securities & Investment.