Our people

As an investment director, my priority is to help my clients achieve their financial goals. By understanding their current position and financial objectives, I help them to achieve this through discretionary managed portfolios. I mostly specialise in investment management, creating diversified portfolios that are bespoke to the individual client. However just as important is building lasting relationships with clients and professional advisers so that trust can be earned and maintained. Using Investec's experienced in-house research team to identify suitable investment opportunities and matching clients' risk profiles and objectives to their investment portfolios that will deliver for them now and in their future.

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term. I specialise in managing investment portfolios for private clients, charities, pension funds and trusts, and I have a particular interest and experience in working alongside other professional advisers to develop client relationships with entrepreneurs and business owners.

Ian is an investment director, managing a variety of investment portfolios. Ian graduated in 2000 from Southampton Business School with an honours degree in Business Studies and is now a Chartered Financial Analyst and a member of the CFA Institute.

Ian started his career as a trainee portfolio manager with HSBC in 2000. Ian spent nine years working in the Private Client department managing portfolios for private clients, personal pension funds, trusts and charities. Ian joined Rathbones in 2009.

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.

Phil is an investment director, who manages a variety of investment portfolios.  After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year.  Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI).
 
He joined Rathbones from Brooks Macdonald, where he had worked for 16 years. There he created bespoke investment solutions for high net worth individuals, primarily in conjunction with their Financial Advisers, utilising General Investment Accounts, ISAs, Pensions, Offshore Bonds, Trusts and Charities. He was also Team Head for one of the bespoke investment teams based in London.

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry.

A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of nine investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.

Tim joined Rathbones in March 2006 and manages discretionary portfolios for private clients, pension funds, trusts and charities.  He is also a member of the Investment Executive Committee and chairman of the Diversifiers Committee. 

Tim is a Fellow of the Chartered Institute for Securities and Investment and has a joint honours degree from Edinburgh University in Politics and Economic History.  Prior to joining Rathbones, he worked for nine years as an investment manager at Kleinwort Benson where he sat on the Asset Allocation Committee and the Overseas Stock Selection Committee. Tim is married with three children and lives in Suffolk.

As a Investment administrator, my job is centred on supporting a team of investment managers in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.

Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.  

My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

For each client I lead a team of experienced colleagues who have a commitment to integrity and client focused service, leveraging deep market insights and a holistic approach to help build and protect wealth. We demonstrate a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make and we are dedicated to empowering those clients with the knowledge and confidence to navigate complex financial landscapes.