Our people

Henry joined Rathbones as Investment Director in 2020 and has over 15 years of experience in managing investments for private clients, pensions, trusts and charities formerly at Tilney Group (now Evelyn Partners) and Deutsche Bank. Henry is a CFA Charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Sophie joined Rathbones in 2016 where she started her career as a graduate trainee. Prior to this, she graduated with a second class honours degree in Chemistry from St Edmund Hall, University of Oxford.

Sophie assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

She is a CFA Charterholder and an Associate of the Chartered Institute of Securities and Investment (CISI).

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs. I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.

Nathan joined Rathbones in 2024 as an Investment Director. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and holds a First Class Honors Degree in Economics and Finance from Loughborough University.
 
Prior to joining Rathbones, Nathan was at Brooks Macdonald for 18 years, where he managed bespoke portfolios on behalf of high-net-worth individuals, charities and trusts, working alongside their financial advisers. Nathan was also responsible for the Alternatives Research sector and formalising the Graduate Trainee Programme whilst there.

Nigel began his career in the City in 1974, moving into financial services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange.

During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbone Investment Management in June 2014.

I'm part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management). After joining Neilson Cobbold in Liverpool, a long-established firm in the City, Tony continued his responsibilities to his clients with Rathbones as an qualified investment director in the mid 1990’s and manages beneficial long-term client and intermediary relationships, specialising in providing bespoke investment solutions for self-invested personal pensions (SIPPs)/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and charities.

Tony is married and lives on the Wirral, Cheshire with two grown-up daughters and pursues his active interests in classic cars, cycling, gardening and DIY.

Kerry is a dedicated and focussed Trust and Charity advisor who joined the business in 1997 and proudly progressed to the position of director in 2023.

Before being appointed director, Kerry successfully navigated changes in practice and legislation, studying professional qualifications while continually increasing her understanding of governance and compliance within Trust Company, the wider Group and industry.  Kerry managed a team of professionals from 2009 with a collaborative focus, successfully providing trust administration, tax advice and compliance services and meeting with the accounting requirements for all Trust types.  

Kerry welcomes discussion to understand the particular needs of each client and strives to fulfil objectives effectively but compassionately to support each individual or family as their circumstances evolve.  Kerry also welcomes the opportunity to work with other professionals in order to do so, where necessary.

Since joining Rathbones Trust, Kerry has achieved membership status of the Society of Trust and Estate Practitioners, the Association of Accounting Technicians and the Chartered Institute of Securities and Investments, all to support her in providing a highly valuable Trustee role.  Kerry has a particularly passion for philanthropy and feels strongly about the important roles professionals play in the success of the charity sector.  In support of this, Kerry is currently Vice Chair of the Association of Charity Independent Examiners, a role and challenge Kerry particularly finds fulfilling. 

Tim is an investment director looking after private client portfolios, trust, charities and pension funds.  He is a Fellow of the Chartered Institute for Securities and Investment and has a BA Hons degree in English from University College London and a Diploma in Law from the University of Westminster. Prior to joining Rathbones in 1999, he read for the Bar.