Our people

Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on serving larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Following our merger with Investec wealth management, he has in addition been asked to lead the Strategic partnership with Investec bank offering their lending solutions to our wealth management clients and our investment solutions to the Bank’s clients.

Prior to joining Rathbones, he was head of UK domestic private banking at Credit Suisse and head of UK ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied modern history at Queen’s College Oxford University.

I manage investments for a wide variety of individual clients.

With more than twenty years' experience in the wealth management industry, I started my career as a research analyst and then spent ten years as an Investment Director at Rathbones in Liverpool, and a further five years as a Divisional Director and Head of Office with Brewin Dolphin before joining Investec in 2015.

Gail joined Rathbones in June 2021 having previously worked at Brewin Dolphin for 17 years.

Having graduated from Northumbria University with a First Class Honours degree in Business Studies Gail began her career at Brewin Dolphin within their Newcastle office. She moved to London in 2007 where she completed the Investment Management Certificate and the CISI Diploma in Investment Management and she is now a Chartered Fellow of the CISI. Gail works predominantly with Glenn Ashby where her focus is managing portfolios for private individuals as well as clients of Financial Advisers. 

In her spare time Gail enjoys spending time in the great outdoors and running, having completed a number of half marathons.

I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm's charity clients.

Joel is an investment director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute. In his spare time, he runs courses helping candidates preparing for their CFA exams.

Joel began his finance career in 2005 as a commercial wealth manager with HSBC in Leeds and Jersey. In 2010 he moved to Barclays Bank Offshore, and was responsible for the management of the Barclays ‘International Funds’ discretionary portfolios for international clients, trusts and charities. Joel moved to Smith & Williamson in 2015 as a senior portfolio manage and joined Rathbones at the start of 2019.

My role is help clients realise their financial goals. Often working alongside my financial planning colleagues, I create structured and tailored portfolios unique to every client and their individual goals and objectives. This involves working with a broad range of clients, each with different circumstances and objectives for the future. The topic of ethical investing or screening investments for certain negative (or positive) factors has become increasingly popular with my clients, especially charities, and this, alongside ESG (Environmental, Social, Governance) investing and analysis, has become a particular area of interest for me over recent years and months. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. In addition to my investment management responsibilities, I also sit on the Investec's Structured Product Investment Committee.

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.
 

Misha joined Rathbones in 2024, having previously worked in both private banking and law firms. She qualified as a solicitor in 2010 and has experience in private client. She primarily deals with the taxation and  administration of trusts and also prepares personal tax returns.

Misha is a member of the Society of Trust and Estate Practitioners.

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Peter is an Investment Director in the Belfast office, specialising predominantly in the management of portfolios on behalf of individuals, families, pension funds and trusts.

He started his career with Cunningham Coates Stockbrokers, part of Smith & Williamson, before their subsequent takeover by Tilney. Peter joined Rathbones in 2023 having worked at Investec Wealth & Investment for five years. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.