Our people

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client's attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.

Raphaela is an assistant investment manager supporting Charles Sargent, Thomas Weston-Davies and Elizabeth Hart with discretionary portfolio management. The team provides personalised investment management services for private individuals, pensions and trusts. Raphaela is part of the Rathbones Financial Adviser Investment Committee which produces model portfolios and investment content for independent financial advisers.

Raphaela joined Rathbones in 2020 on the graduate program after gaining a first class degree in Geography from the University of Edinburgh. She is a Chartered Member of the CISI (Chartered Institute of Securities and Investment) having achieved the Investment Advice Diploma. Raphaela has passed the CFA (Chartered Financial Analyst) Level I exam. 

Henry is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

On returning to the UK from Asia in 1997, Henry worked initially at investment managers Raphael Zorn Hemsley and Tilney & Co. before in 2006 joining HSBC Global Asset Management, as a director. This was in the Discretionary Wealth Management division, with regional responsibility for the North and working closely with clients and their advisors. After 10 years service there he moved to Rathbones in 2016.

Stephen is an investment director managing a wide range of portfolios across a broad spectrum of client types including private clients, pension funds, trusts, companies and charities. He has particular expertise managing portfolios introduced by professional intermediaries, particularly financial advisers.  Stephen is Chair of Rathbones’ Financial Adviser Investment team. The purpose of this team is to generate guidance portfolios for fund managers to use when building strategies for clients whilst also communicating Rathbones’ service and investment expertise to the financial adviser marketplace. Stephen is one of Rathbones’ specialist investment speakers and has extensive experience of public speaking, both at in-person meetings and conferences, as well as through digital platforms.

Prior to beginning a career in investment management Stephen was a professional rugby player with Exeter Chiefs. Today Stephen is a member of the leadership team of Andover Baptist Church and acts as one of the trustees of the charity. He continues to have a keen interest in outdoor pursuits and leads a local Open Award Centre offering young people the opportunity to complete their Duke of Edinburgh Award. Stephen holds an MA Finance and Investment from the University of Exeter and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles.

He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel.

At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.

Jason started his city career at Killik & Co Stockbrokers in 1994, after seven years in the British Army as a Light Dragoon. He moved to Ely Fund Managers in 1998 and then joined Rathbones in 2006.

Outside of Rathbones, Jason takes an active role in charitable work. He is the Chairman of Bath Recreation Ltd; a charity in the Georgian City of Bath, responsible for providing sports facilities and recreation for the local people. He has recently finished as a trustee at Wiltshire Community Foundation, after nine years of service and is a trustee of the Gunmakers’ Company Charitable Trust where he is also a Liveryman. He is also a Freeman of the Guild of Investment Managers.

Sports wise, he is a keen rugby supporter, fly fisherman and field sports enthusiast. In good weather he can also be found riding classic motorcycles, of which he has a few.

I have spent my career in the Northwest looking after and managing the investments for wealthy individuals, charities, trusts and corporates.

Over the last 25 years I have built relationships with professional intermediaries as well as key client advisers which allows me to work in partnership the most efficient and effective solutions.

From the Manchester office, I manage the overall portfolio as well as providing the support, administration which is all underpinned by the highest standard of service.

I look after clients across different stages of their lives from starting to save, through a professional career, life changing events and into retirement as well as looking to the next generation.

I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec's graduate programme.

I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.

Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

He is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Ben was named in Citywealth Leaders 2019 Future Leaders Top 100 Super Advisors and also in the Citywealth Leaders 2019 Investment Director of the Year.

David graduated from the University of the West of England in 1998 and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

David started his career in Investment Management for Greig Middleton before joining Rathbones in 2001. He manages investments for charities, pension funds, trusts and private clients.

Reece is an Investment Manager working closely with Cameron Pollock managing portfolios for private clients, trusts and charities. He joined Speirs & Jeffrey in 2018 and initially worked in the suitability department.

He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute for Securities and Investments.