Our people

Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Nick graduated in 2021 with a 2:1 in Economics, before undertaking a master’s degree in finance and Investment obtaining a merit in 2022, both from Durham University. He holds the CISI Investment Advice Diploma and is working towards becoming a CFA charter holder.

My priority is to help clients get the most from their personal finances and be their trusted adviser on these matters. This could be something specific about investing or tax savings, but it could also be about setting life goals and achieving these, by having a financial infrastructure in place. I want to work in partnership with my clients to help make what can be daunting and confusing, easy to understand, while enabling them to get the best from the options available.

Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning. Outside of work, Matt is a keen American Football player for as long as his body allows and enjoys watching NBA and NFL games when they are on at a reasonable time of the day.
 

Christopher is an investment director and a Fellow of the Chartered Institute for Securities and Investment.

He manages investment portfolios for charities, trusts, pensions and private clients including some with ethical criteria. He also enjoys working with independent financial advisers.

After graduating from Bristol University, where he had an army scholarship, Christopher served for seven years in a cavalry regiment. He started at Rathbones in 2002, where he trained, and as investment director worked in Bristol and Exeter. In 2012 he moved to Brewin Dolphin as divisional director before rejoining Rathbones in 2016.

Sean joined Rathbones in 2015 and oversees the Research Operations function. Sean is also responsible for the management and implementation of the investment research communications strategy.

Previously, Sean worked for Dow Jones as a senior associate covering the private markets. During his time there, he produced an array of research content for clients and for public consumption, focusing principally on private equity and venture capital investment activity in the U.S., EMEA and China.

Sean received an honours degree in European Studies with Spanish from the University of Portsmouth, which included a five month overseas study placement at the University of Salamanca.

Dawn is an investment manager's assistant, specialising in the administration of charity clients, as part of Rathbones specialist charity team. Dawn is a Chartered Member of the Chartered Institute of Securities and Investments and has more than 30 years of financial industry experience. She started her career at Rathbones in 1987 and as well as administering private clients, has worked within the charity team since its inception.

Justine has a vast experience investing private client portfolios having been with Rathbones for more than 30 years. She is a respected member of our firm and sits on our Investment Executive Committee as well as the IFA Investment Committee.  She acts as regional co-ordinator for IFA relationships across the South, recognising the importance of a holistic approach to clients’ finances. 

Justine is active in the local area and as deputy head of Rathbones’ Winchester office she heads up our annual carol concert in the historic setting of Winchester Cathedral among other events. Many of Justine’s clients have invested with her for several generations and she sees her role as more than just managing investments. She is passionate about getting to know families and helping them grow over the years to meet both their investment goals and life ambitions.

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage.

Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and became a member of the Society of Trust and Estate Practitioners in 2015. 

Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.

Emma is the Equity Research Analyst for the Multi-Asset team. Emma joined Rathbones in October 2024 after seven years covering the European Consumer Staples sector as an equity research analyst at RBC Capital Markets. She graduated from the University of Nottingham with a first in BSc Economics and is a CFA charterholder.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. Additionally, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable, working with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.