Our people

Based in the Leeds Office, David joined Rathbones in 2024 in the Investment Team. He has over 21 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. He enjoys managing multi-asset portfolios for wealthy families, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an Honours degree in Financial and Business Economics.

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Mary is a Research administration manager and joined Rathbones in 2016.  Mary sits on the research support team and is responsible for taking minutes of meetings, building relationships with external brokers, organising company meetings, creating and maintaining departmental procedures and other ad hoc project work.

Mary has over 17 years’ experience in financial services, having previously worked for Lloyds Banking Group and BGC Partners. She gained her AAT Accounting Certificate in 2001 and became a full member of the Association of Accounting Technicians in 2002.

I look after a wide variety of international and domestic clients on an advisory or discretionary basis. My clients have a diverse range of mandates, typically investing with an international multi asset approach. I am well versed in cross border issues and invest through trusts, companies, pension funds and personal portfolios.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Scott is an investment director with over 20 years’ industry experience. He joined Rathbones in June 2021 from Brooks Macdonald Asset Management where he spent eleven years and served as both Head of AIM and Head of Direct Equities. A graduate of Heriot Watt University, Scott is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holder of the Investment Management Certificate (IMC). Scott manages a variety of private client mandates but specialises in tax efficient AIM portfolios.

James is an investment director. He manages a range of private client portfolios, pension funds, trusts and charities and also chairs the UK Collectives Research Committee. James achieved a BA Hons in History/Art History and a master's degree in Business Studies & New Business Enterprise, both at Oxford Brooks University.  

James joined Rathbones in 2007 from Citigroup Smith Barney Wealth Management where he had worked since 2004 specialising in US individuals and trusts.

I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.

Iain was appointed as non-executive director on 5 October 2021. 

Iain is a Fellow of the Institute of Chartered Accountants in England and Wales with over 35 years of experience working in the financial sector.

He was a partner at KPMG for over 24 years working with banks and other major financial services firms in both audit and advisory roles including three years leading KPMG’s banking audit practice.  His audit roles included large firms in the investment banking sector and listed firms in the wealth, asset management and insurance sectors while his advisory engagements focused on aspects of risk, regulation and internal audit.

He also served for a number of years as Chairman if the ICAEW Financial Services Faculty’s Risk and Regulation Committee and as a member of the ICAEW’s Technical Strategy Board.

Camilla is an assistant investment manager supporting Tim Shaw and his team in managing investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2020 as part of the Graduate Programme. Within her time on the programme she obtained the Chartered Institute for Securities and Investments (CISI) level 4 Investment Advice Diploma. She is currently studying towards the Chartered Financial Analyst (CFA) qualification, having successfully completed CFA Level 1.

Prior to joining Rathbones she graduated from the University of Edinburgh in 2018 having read Accounting and Finance (MA).  

Clare is an investment director and provides discretionary management for a longstanding client base. These cover private clients, corporate clients, charities and trusts. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Clare joined Rathbones in July 2010 following the acquisition of the Bank of Scotland Portfolio Management Service from Lloyds. She had been with portfolio management service for 25 years and during this time was involved in all aspects of private client investments and managed private client portfolios for the latter 17 years.

My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Rathbones' comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.