Our people

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.

I work within the Investment Management Team, where I assist Investment Managers in managing Discretionary Portfolios for a wide range of individuals, pensions, trusts and charities. With a background in financial advice, I have first hand experience in both Financial Planning and Investment Management. I primarily work alongside George Hunt and Mary Young.

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients. To ensure the best possible outcome for my clients I work closely with my experienced colleagues, Financial Planners and Investec's in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Peter is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 2014 prior to which he had been a partner of Smith & Williamson Investment Management Ltd where he had been for some 20 years. At Smith & Williamson he provided investment support to the personal financial planning arm concentrating on pension management, fixed income investing and heading up the collective research process.

At Rathbones Peter works very closely with James Vincent and three further investment managers heading up a team looking after £1bn+ of private client, pension, charity and trust investments. The team specialise in supporting high net worth individuals and their families. As a very experienced fixed income investor, Peter also sits on the Fixed Income Committee. 

Peter speaks a number of languages and has a degree in French & Swedish with Economics. Having spent his formative years in Italy he had plenty of exposure to skiing and most alpine sports and is currently a Trustee of the Skiers Trust of Great Britain. He is a keen cyclist and when possible heads down to the family home in Cornwall for coastal walking.

James has been working in Asset Management for over 25 years and joined Rathbones Asset Management from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. His role is to manage the distribution teams at Rathbones Asset Management who service Intermediary clients, including financial advisers, wealth managers, banks, platforms, and institutions. 

James sets and monitors the strategy and delivery of the service to the intermediary clients and works with other business partners at Rathbones Asset Management to ensure customer service delivery, product governance and regulatory adherence. James is a member of The Investment Associations Sector Committee, a Member of The Investment Managers Guild and a Freeman of The City of London.

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

I started work at Williams De Broe in 2011 and joined Investec Wealth & Investment as a result of the takeover of Evolution Group in 2011. With over a decade of experience in financial services, I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives by working closely with them and their advisers in order to achieve their investment goals.

Our team as a whole predominantly manages private clients, taxable portfolios and ISAS, JISAS, SIPPs, family trusts, small charities and some corporate accounts. In addition, we have well-established relationships with accountants and solicitors. We have a significant wealth of experience in the team with the average length of service in the wealth industry of around three decades. We offer clients a bespoke and personal service managing clients on a discretionary basis, which we have done successfully for many years.

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.  

Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.

Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.

In addition to residential property work, Jessica also deals with the administration of estates.

Jessica is now on maternity leave.

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008.

He graduated from Northumbria University with a degree in Economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification.

Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.