Our people

I am responsible for the portfolio management of Investec's MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.

Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios. Nick particularly enjoys the interaction with clients and helping to guide them through the various different phases of their careers and into financial independence, meaning that they no longer have to worry about their finances. Nick also specialises in long-term cash flow forecasting, enabling clients to (amongst other things) assess the level of risk they need to take to achieve their financial goals or even to decide when they can afford to retire. Outside of work, Nick enjoys travelling and both playing and watching sports.
 

David Kness is an Investment Director in our Winchester office and is responsible for managing a wide variety of portfolios for private clients. He has over 15 years’ experience in the industry. David sits on various committees and specialist teams within Rathbones involving Entrepreneur and Divorce clients. 

David is a Chartered Fellow of the Chartered Institute for Securities and Investment. His career began in the City of London with PSigma Investment Management before joining Rathbones in 2012. David graduated from the University of Surrey with an honours degree in Economics. 

He has received multiple awards in the wealth management industry including Citywealth Investment Director of the Year 2022, Citywealth Investment Manager of the Year 2021 (Gold), inclusion in the Citywealth Future Leaders Top 100, PAM Top 40 under 40 and Wealth Manager Top 30 under 30. 

I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries. In addition, I am a member of the Collectives Committee within Investec's Investment & Research Office which oversees the fund selection for the firm. I have a background in absolute return and have a keen interest in global macro hedge funds and alternative investments.

Julian is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment with 25 years’ investment management experience. He specialises in managing investments for private clients, trusts, charities, corporates, personal pension funds and the clients of financial advisers. 

Prior to joining Rathbones, Julian spent 12 years as a divisional director at Brewin Dolphin, where he co-managed a large team alongside Investment Manager, Elliot Greenwood. He was also a member of the group’s Asset Allocation Committee, which helped steer company investment policy. While at Brown Shipley he was personally responsible for looking after £100m of high net worth overseas clients, investing directly into global equities, bonds and hedge funds. 

Julian re-joined his long-standing colleagues at Rathbones in February 2021 to take up the position as the team’s senior investment director. He also sits on a number of client reporting & proposition committees.

Jonathan joined Rathbones in 2011 and provides discretionary management for private clients, pensions, trusts and charity portfolios. He started his investment career at JP Morgan in 2007 and prior to joining Rathbones, worked at Newton assisting in the management of private client portfolios. 

Jonathan graduated from the University of St Andrews in 2007 with a 2:1 in Economics & Management and is a Chartered Member of the Chartered Institute for Securities and Investment. He holds both the Investment Management Certificate (IMC) and the CISI Level 7 Masters in Wealth Management. 

Olivia is an investment Director on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.

Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.

I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.

Amy is an Associate Member of the Chartered Institute for Securities and Investments, having achieved the Investment Advice Diploma in 2021. She is currently working towards the completion of the Level 7 Chartered Wealth Manager Qualification.