Our people

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.

Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Jessica is a Chartered Financial Planner and joined Saunderson House, now Rathbones Financial Planning, in March 2020. Jessica enjoys helping clients to achieve their long term goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jessica works with clients on a holistic basis, helping to plan for their future through wealth accumulation, tax planning and mitigation, retirement planning and estate and inheritance tax planning. Jessica studied Law at the University of East Anglia (UEA) and has completed the Advanced Diploma in Financial Planning.

Outside of the office, Jessica enjoys playing tennis, travelling with family and friends and long dog walks whilst battling the British weather.

Alex Neilson is an Investment Manager in our Liverpool office and joined Rathbones at the start of 2023, previously having worked at Investec in London and more recently Cazenove Capital in Chester & Manchester.

He has over 10 years of investment and portfolio management experience looking after complex family arrangements, charities, pensions, trusts and has a particular interest in owner managed businesses and entrepreneurs.

Alex is a Chartered Fellow of the Chartered Institute for Securities and Investment, holds the Chartered Wealth Manager qualification and has 11 years of investment experience.

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.

I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Cognisant that these needs and objectives are ever-developing throughout our clients' lifetimes, we maintain a frequent dialogue to ensure any alterations to the strategy can be made as individual circumstances and the world we live in evolves. The focus for each client, whether that be affluent families, trusts or corporates, is to construct the most suitable investment portfolios for their own unique situation, alongside ensuring their assets are held within the most relevant and tax efficient structures.

James is head of sales support for Rathbones’ distribution to financial advisers. He is responsible for business development co-ordination and the support provided to adviser firms in their use of our discretionary services.

James has worked for Rathbones since 2012 and within financial services since 1987.  Previously he was director of marketing and business development for a regional discretionary investment firm. As well as the experience of working within the DFM industry since 2005, James has also enjoyed spells as an IFA within three different national advisory practices.

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards.

Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

He is experienced working with a wide range of claimants, including minors and brain-injured clients. Chris prides himself in providing solutions tailored to the individual needs of each client, depending on their circumstances, financial sophistication as well as the nature and severity of their injuries enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

When he is not helping his clients he enjoys spending time with his family, travelling and experiencing new cultures. Chris is a founding member of the North West fundraising group for the Child Brain Injury Trust.

He is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute.

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.

I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Freddie is an investment director, managing a range of investment portfolios for individuals and their associated pensions, trusts and investment companies.

He joined Rathbones in 2018 having worked at Quilter Cheviot since 2008.

Freddie is a Chartered Member of the Chartered Institute for Securities and Investment.  He has a degree in Business and French from the University of Manchester.

Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years.  Samantha started her career at Lazard Asset Management.  Throughout her career she has looked after large family groups and both public and private charities.  She specialises in succession planning for large family groups and divorce.

Samantha has a degree in French and Management Studies from Reading University where she also spent one year at l’IAE de Poitiers studying for a MBA.

Phil is an investment director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply.

Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager.

Phil is responsible for managing investment portfolios for private individuals, trusts and SIPPs.

Henry is an investment manager who started his career at Brewin Dolphin before joining Rathbones in November 2016. He assists Natalie Rizzi in managing investments for a range of private client portfolios, trusts and pension funds.

Henry is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma and the Chartered Wealth Manager qualification.