Our people

Nicola joined Rathbones in 2022 as a Client Service Executive, with the responsibility of providing administrative and investment support to the team and their clients. Prior to Rathbones, Nicola worked as a Portfolio Assistant at Brooks Macdonald for 7 years, working with both private clients and financial advisers.

Nicola graduated university with a 2.1 honours degree in Business and Management and is working towards completing the Investment Advice Diploma.

Elliot joined Rathbones in 2014, subsequent to reading Chemical Engineering at the University of Nottingham.

Elliot manages investments for a range of private client portfolios, pensions, charities and trusts. He has a particular interest in disruptive technology stocks.

Elliot is a CFA (Chartered Financial Analyst) Charterholder and in his spare time is keen on astronomy and analogue videography.

My role as Business Development Director, Charities is to help ensure that Rathbones best serves the needs of charities. The key to this is listening and really understanding their needs. While charities often have similar investment requirements, each is unique and will have particular needs that are important to them. We discuss these needs with our investment team, who can then develop a bespoke solution for each charity. 

An important aspect of my role is to ensure that charities know about Rathbones. So, I will look to promote the Rathbones name and seek to involve us in industry events that are useful for charities - such as conferences, roundtable events and training seminars. I also work with the charity consultant community, to ensure they remain up to speed with all Rathbones' charity team developments, so they can confidently recommend Rathbones to their clients.

Nick is an investment director, responsible for the management of private client portfolios and is a Fellow of the Chartered Institute for Securities and Investment. He joined Rathbones in 2001 from JPMorgan Fleming where he was a director of Fleming Private Asset Management. He became a member of the Stock Exchange in 1986 with Montagu, Loebl, Stanley.

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.

Dominic works closely with Craig Baxter and is a member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the Bond & Fixed Interest Markets exam and the Scottish CISI Diploma Award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

After gaining his investment qualifications at Coutts he then moved to the Private Client division of Invesco Perpetual as investment director and was responsible for the integration of Perpetual’s Private Client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their Private Client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.

Finally, Jupiter sold their Private Client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.

James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.

James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

Tom manages investment portfolios and provides wealth management services on behalf of private individuals, IFAs, trusts, personal pensions and small charities.

He has a particular focus within the Bristol office for Entrepreneurs and Business Owners, leading on the co-ordination of activities to support this sector in the region and for developing relationships within the professional adviser community working in this eco-system.

After graduating from Exeter University in 2003, Tom served as an Army Officer in The Royal Green Jackets and The Rifles before joining the industry in 2009. Prior to joining Rathbones (previously Investec), Tom worked in London with Kleinwort Benson. He holds a BA (Hons) Politics degree and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Tom has completed the CISI’s Chartered Wealth Manager qualification and the Chartered Insurance Institute’s Financial Planning Diploma units covering tax, pensions and financial protection. He also holds the Investment Management Certificate.

Tim is deputy business manager at Greenbank, managing a portfolio of change initiatives across Greenbank.

Tim started his career in product management with JP Morgan Chase and subsequently with KPMG’s capital markets advisory practice, where he supported clients with strategic change initiatives.

Tim holds the Investment Management Certificate from the Chartered Institute for Securities and Investment and a BSc in Business Management from the University of Southampton.

Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.

Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.

He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.

I work with clients and their advisers to construct and manage bespoke investment portfolios that are tailored to their individual needs and objectives. This includes working with private individuals, corporates, trusts and charities across a range of wealth structures. Portfolio management is a crucial element of every financial plan, and as this plan evolves over time, we manage the investment strategy accordingly. I sit within an experienced team that aims to deliver comprehensive investment expertise and an excellent client journey.