Our people

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.

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.

Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.

She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.

Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.

I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.

Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives.  This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of.  He mainly looks after clients at Deloitte, EY, Simmons & Simmons, other leading London based firms as well as entrepreneurs and those who have reached retirement.  In his spare time, Max’s main focus is his wife and two children. He also enjoys playing golf, travelling and coaching football for children.

Angus joined Rathbones Investment Management as Regional Director for the Glasgow office in May 2015 and became Head of Scotland, at Rathbones, in June 2021. Angus has over 25 years’ experience in the wealth management sector, attending to the needs of individuals, trusts, charities, and pension schemes.

Angus is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments. In satisfying his clients financial requirements he draws drawing upon his extensive private client investment management experience having worked exclusively in this specialist area for Greig Middleton, Murray Johnstone, Aberdeen Asset management and Brewin Dolphin. He is involved personally in several charitable and personal trusts and believes that exceptional client service develops long and lasting relationships.

Angus is married with 3 daughters and enjoys being their taxi service, walking his dog, Pepper, and every now and then hitting a golf ball.

Scott is an Assistant Investment Manager in the London Investment Management team at Rathbones. Having graduated from Heriot-Watt University with an MA (Hons) degree in International Business Management, he completed an MSc in Real Estate: Investment and Finance prior to joining Rathbones in 2018.

Scott is a Member of the Chartered Institute for Securities and Investment (CISI), he has completed his Investment Advice Diploma and obtained the PCIAM certificate.