Our people

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios.

James is an investment director and is responsible for running portfolios on behalf of private clients, small charities, self-invested pension schemes and trusts. He has a BSc (Hons) in Business Finance and Economics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

James joined Rathbones in 1990 after spending a number of years working at Sheppards.

Clive was appointed as chair on 12 January 2021.

He started his career as a banker at First National Bank of Boston in 1981 in Boston and London, and in 1984, he joined Booz Allen & Hamilton as an associate and became a partner in the financial consulting practice in 1990.

In 1994, Clive joined HSBC Investment Bank as Director and Head of Planning and Strategy in London with a remit to help with the integration of part of James Capel. He moved to New York in 1996 to be the deputy CEO of HSBC Inc and Head of Investment Banking in the US. In 1999, he was appointed Chief Executive of HSBC Group Private Banking and subsequently became Group General Manager in July 2001, and Group Managing Director in 2006 on the Executive Committee, of Group Insurance and Asset Management at HSBC Holdings Plc. In 2011, Clive was recruited as group CEO of the Phoenix Group, the UK’s largest life and pensions consolidator. During his time at Phoenix Group, a series of successful acquisitions were made, including AXA Wealth, Sun Life, Standard Life Assurance and the acquisition of ReAssurance from Swiss Re.  Clive is currently a chairman of the Museum of London.

Andrew is an investment director and has a broad and growing client base. Honours graduate in Political Studies from Aberdeen University, Andrew is a Chartered Accountant, having trained with Chiene & Tait in Edinburgh. After qualifying as a CA, he joined Edinburgh Fund Managers (now part of Standard Life Aberdeen), working as a fund manager within the group's UK small companies team and then its enlarged UK department.

Andrew joined Speirs & Jeffrey in 1999. He is a member of the Chartered Financial Analysts Society of the UK. Formally a director of Speirs & Jeffrey, he was responsible for the oversight of the firm’s research department.  He is a governor of The Glasgow Academy and acts as trustee for a number of external organisations. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Joel joined Greenbank in August 2020 and is an assistant investment manager. He was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

James joined Rathbones in 2016 where he started his career as a graduate trainee. Prior to this, he worked as a paralegal having completed the Legal Practitioners course. James graduated with a second class honours degree in Politics, Philosophy and Economics from the University of York and has a master's degree in Political Philosophy.

James assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

He is a CFA Charterholder and Associate of the Chartered Institute of Securities and Investment (CISI).

Craig Leslie is an investment director at Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities across Scotland.

Craig joined Rathbones in August 2021 having previously been employed as a senior investment manager at Brown Shipley Private Bank in Edinburgh, where he was responsible for looking after a wide variety of clients, including a number of large Scottish charities, providing bespoke investments portfolios aligned to specific client requirements. Prior to this Craig spent 10 years at the boutique wealth management firm, Murray Asset Management.

Craig is a Chartered Fellow of the Chartered Institute for Securities and Investments and a Chartered Wealth Manager, holding the Chartered Wealth Manager Qualification. In addition to this he was the first person in Scotland to successfully complete the CFA UK Certificate in ESG Investing.

My focus is on meeting my clients' objectives, with respect to their risk profiles. It is important to have regard to a client's overall financial position at both personal and family level. I then combine my own experiences with Investec's in-house research resources on markets and stocks, both in the UK and overseas, to create bespoke portfolios to meet my client's requirements. As I look after both international and UK clients, I am used to dealing with a number of different structures including own name, ISAs, SIPPs, personal investment companies, family trusts, onshore and offshore, through utilising our UK, Guernsey and Swiss booking platforms.

Will graduated from the University of Bristol with a BSc in Economics and Politics. He started his career at BWD Rensburg in Liverpool in 2000 until he left to join UBS in London six years later. After three years in the capital, he returned to Liverpool with Charles Stanley before joining Rathbones.

He is a Fellow of the CISI which gives him FCSI status and he is also a Chartered Wealth Manager. Over his career, he has managed the investments of private clients, trusts and charities within a variety of investment wrappers.

Miles joined Rathbones in 2018 having graduated from the University of Exeter. After undertaking the ‘Rathbones Graduate Scheme’, Miles joined the investment desk at the beginning of 2021.

He is a Member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI level 4 Investment Advice Diploma (Securities) in 2020 and his Chartered Wealth Manager qualification in 2023.

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.