Our people

Jeremy is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment.

Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began his career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Mark is an investment director with many years of investment experience. He manages portfolios for a wide range of individuals, families, trusts, pension funds and charitable organisations.

Mark joined Speirs & Jeffrey in 1989 after studying business studies at college and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

I assist clients to achieve their long term financial goals, in the most tax efficient manner. I have over twenty years' experience of working with private individuals, charities, pension funds, trusts and professional intermediaries.

I believe that our responsibility as advisers is to fully understand our client's unique circumstances, their ambitions, hopes and fears, to ensure that the investment solutions that we deliver are suitable, and geared to meet their needs.

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 20 years and it is one of the top performing funds in the IA Global sector. 

James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business. 

James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20-year career.

Based in the Leeds Office, Nick joined Rathbones in 2024 as an Investment manager. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. His primary focus is on building close relationships with clients and delivering the highest quality of service.

Nick is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Sociology. He has over 25 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Harry joined the team at Rathbones Cambridge in 2023, having previously been an International Investment Director at Investec Wealth and Investment. He has over 20 years’ experience in private client wealth management, managing portfolios for individuals, personal pensions, corporates and entrepreneurs.

Harry has significant experience building bespoke investment solutions for both UK and international clients. He also holds a degree in Economics, is a registered member of SAIFM and a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.

Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.

Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.

In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.

Michael is a corporate development analyst supporting Rupert Pepper as part of the team responsible for coordinating the M&A activities for the Group and leading Group-wide strategic projects. Prior to his current role, Michael worked as an assistant investment manager within a team specialising in the management of private clients, pension schemes and trusts.

He holds a BSc Honours in Economics from Brunel University and is an Associate of the Chartered Institute for Securities & Investment having completed his Investment Advice Diploma. Michael is currently studying towards becoming a Chartered Financial Analyst (CFA).

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

My role is to manage portfolios of global investments and relationships for private individuals regarding their taxed portfolios, ISA's, personal pension funds and charitable trusts. I also have experience in managing charities. The investments I predominantly work on include: cash, fixed interest, equities, commercial property and alternative assets such as absolute return funds, hedge funds and infrastructure. A greater emphasis is now given to environmental, social and governance issues.