Our people

Peter leads the London and Cambridge Region at Rathbones Investment Management. He joined Rathbones in 2012 following the acquisition of Taylor Young Investment Management Ltd where he was Chief Executive Officer and Head of the Executive Committee. In his role as Investment Director, Peter draws on over 35 years’ experience in the wealth management sector as well as the wide range of specialists within Rathbones in attending to the needs of the individual clients, trusts and pension schemes he is responsible for. Clients are at the heart of all that Rathbones do and Peter leads in a collaborative style and is passionate about developing staff to ensure they can provide the highest quality client service. In January 2022 Peter became Chair of the Rathbones Investment Executive Committee, which oversees the governance of the investment process and areas of ongoing development. Peter is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager and holds a BSc (Honours) in Mathematics and Statistics from the University of London. He is also a trustee of estate, family, and charitable settlements.

Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.

Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.

Keith is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities.

He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.

I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010.  I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016.  I work closely with a wide variety of clients from different backgrounds.  I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals.   Outside of work, a lot of my time is devoted to my young family.  I am a keen fan of rugby, golf, football and scuba-diving and enjoy travelling.
 

Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.

Oliver is head of asset allocation at Rathbones. He is responsible for carrying out research on the global economy and financial markets, supporting Rathbones’ top-down tactical and strategic investment processes. He is a voting member of Rathbones’ asset allocation committee and its UK equity sector committee.

Oliver joined Rathbones in January 2022. Prior to joining, he worked for Capital Economics, where he initially covered the UK economy, commodities and emerging markets, before specialising in global markets and helping to establish the firm’s asset allocation service. He holds an undergraduate degree in Economics from the University of Cambridge, and a masters degree in Financial Economics from Birkbeck, University of London. As a student, he also worked in the Economics Group at HM Treasury, focusing on economic modelling.

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a junior investment manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid-cap companies and later moved to Investec Wealth & Investment.

Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.

David is head of the team that is responsible for managing the Rathbone Multi-Asset Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi asset funds and segregated mandates. He began his career with Hambros Bank in 1984

Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.

Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.

Will is a fund manager on the Rathbone Multi-Asset Portfolio Funds, the offshore Luxembourg-based SICAVs, as well as the Rathbones Managed Portfolio Service (MPS), working alongside David Coombs. He joined Rathbones in 2007, having worked previously as a specialist researcher for Theisen Securities. At Rathbones, Will joined the charities team, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been on the multi-asset team since 2015 and is a member of Rathbones’ Fixed Income Funds Committee.

Will graduated from the University of Manchester Institute of Science of Technology with a BSc Hons in Management, and is a CFA charterholder.