Our people

Our people are at the heart of the service we deliver. Highly skilled and professional, they can help you plan and invest for your long-term success, whether you are individual, an intermediary, a charity or a trust.

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Bridget Ukleja

Bridget Ukleja

Senior Investment Director

Senior Investment Director

London

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.
Bridget Ukleja
Kieran Smith

Kieran Smith

Client service executive

Client service executive

London

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator.

He started his administrative career in 1994 and has worked in various administration roles throughout his career.

Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator. He started his administrative career in 1994 and has worked in various administration roles throughout his career. Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.
Kieran Smith
Lavina Moore

Lavina Moore

Senior Investment Director

Senior Investment Director

Belfast

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.
Lavina Moore
Jing Hu

Jing Hu

Senior asset allocation analyst

Senior asset allocation analyst

London

Jing is a senior asset allocation analyst at Rathbones, supporting the head of asset allocation research as well the Strategic Asset Allocation Committee in maintaining and improving Rathbones' top-down investment process.

Jing joined the firm in February 2017, before which she worked as an investment analyst for the investment arm of Arbuthnot Latham, a London based boutique private bank. She spent over three years at Arbuthnot, learning and contributing in areas of fund selection, thematic research and client support.

Jing holds two economics and business-related degrees, a distinction in MSc Financial Analysis and Fund Management from Exeter University, and she is a CFA® charterholder.

Jing is a senior asset allocation analyst at Rathbones, supporting the head of asset allocation research as well the Strategic Asset Allocation Committee in maintaining and improving Rathbones' top-down investment process. Jing joined the firm in February 2017, before which she worked as an investment analyst for the investment arm of Arbuthnot Latham, a London based boutique private bank. She spent over three years at Arbuthnot, learning and contributing in areas of fund selection, thematic research and client support. Jing holds two economics and business-related degrees, a distinction in MSc Financial Analysis and Fund Management from Exeter University, and she is a CFA® charterholder.
Jing Hu
Andrew Zazzi

Andrew Zazzi

Investment director

Investment director

Liverpool

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.

Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.

 

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry. Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019. Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.  
Andrew Zazzi
James McNab

James McNab

Investment Manager

Investment Manager

Winchester

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.
James McNab
Andrew Dunning

Andrew Dunning

Investment Director

Investment Director

London

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.
Andrew Dunning
Matthew Fry

Matthew Fry

Investment Director

Investment Director

London

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.

Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.

Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.

Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.
Matthew Fry
Rowan Marron

Rowan Marron

Equity analyst

Equity analyst

London

Rowan started her career as an investment analyst in October 2008, just after Lehman Brothers fell, and has been living in interesting times ever since. After earning her degree in PPE from Oxford, she joined Ruffer as an equity analyst, before moving to Orbis five years later. After a detour into working for a quant fund, dataffirm, Rowan joined Rathbones in 2020. She is a CFA charterholder.

Rowan started her career as an investment analyst in October 2008, just after Lehman Brothers fell, and has been living in interesting times ever since. After earning her degree in PPE from Oxford, she joined Ruffer as an equity analyst, before moving to Orbis five years later. After a detour into working for a quant fund, dataffirm, Rowan joined Rathbones in 2020. She is a CFA charterholder.
Rowan Marron
Ruth Leas

Ruth Leas

Non-executive director - Rathbones Group Plc

Non-executive director - Rathbones Group Plc

Ruth Leas was appointed as a non-executive director on 21 September 2023.

Ruth Leas has been with Investec for 25 years. In 2019, Ruth was appointed as Chief Executive Officer of Investec Bank plc, the main banking subsidiary of Investec plc, which houses Investec Group's non-Southern African operations (including the UK, Channel Islands, Ireland, US and India). Ruth has deep knowledge of Investec and banking having joined Investec in South Africa in 1998. She moved to Investec in London in 2002 and has had varied experience, with her first 10 years in client facing roles. Ruth became Co-Head of US Principal Finance before joining the Credit team and later becoming Head of UK Investor Relations. She was appointed as an Executive Director in 2016 and was head of risk management before becoming Chief Risk Officer in 2017. Prior to joining Investec, Ruth was the Treasury Economist for Gencor in South Africa. Ruth currently sits on the Cambridge Judge Business School Advisory Board and has sat on the UK Finance Board.

Ruth Leas was appointed as a non-executive director on 21 September 2023. Ruth Leas has been with Investec for 25 years. In 2019, Ruth was appointed as Chief Executive Officer of Investec Bank plc, the main banking subsidiary of Investec plc, which houses Investec Group's non-Southern African operations (including the UK, Channel Islands, Ireland, US and India). Ruth has deep knowledge of Investec and banking having joined Investec in South Africa in 1998. She moved to Investec in London in 2002 and has had varied experience, with her first 10 years in client facing roles. Ruth became Co-Head of US Principal Finance before joining the Credit team and later becoming Head of UK Investor Relations. She was appointed as an Executive Director in 2016 and was head of risk management before becoming Chief Risk Officer in 2017. Prior to joining Investec, Ruth was the Treasury Economist for Gencor in South Africa. Ruth currently sits on the Cambridge Judge Business School Advisory Board and has sat on the UK Finance Board.
Ruth Leas
Jack Herbert

Jack Herbert

Business Development Director

Business Development Director

London

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.
Jack Herbert
Adebola Babatunde

Adebola Babatunde

Senior Financial Planning Director

Senior Financial Planning Director

London

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.
Adebola Babatunde