Mike Radford

Mike manages bespoke discretionary investment portfolios for private individuals, charities, trusts, financial advisers, and other intermediaries. Collaborating closely with colleagues in Cheltenham, Birmingham, and London, he ensures each portfolio is tailored to reflect both evolving market conditions and the unique goals of each client. His role involves maintaining a robust investment framework that supports consistent, high-quality decision-making. He also conducts monthly ratio analysis on Rathbones’ researched stocks to identify companies with strong fundamentals and long-term potential—helping to ensure that client portfolios are built around quality, resilience, and opportunity. He joined Rathbones following the merger with Investec, having spent seven years there as an Investment Manager before moving to Portfolio Management. Previously Mike spent two years working with an Independent Financial Planning firm as a fund analyst. He passed the Level 7 Chartered Wealth Manager Qualification in 2022 and has been Chartered since the start of 2025.