Our people

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

Tim is an investment director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations. He also sits on the Group Collectives Committee helping oversee research and selection of ‘best of breed’ funds.

Tim began his career in 1998 with the Bank of New York in London and moved to Jersey in 1999 to join Cater Allen Investment Management, which was acquired by Close International Asset Management in 2001. He was responsible for managing private client investment portfolios and was part of the investment team that managed the award-winning multi-manager, multi-asset Close All Weather Fund.

Evangelos is an investment director who joined Rathbones in early 2012. He is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. He is a voting member of the firm’s Strategic Asset Allocation Committee and the Fixed Income Committee. For the last three years, he has also covered fixed income and commodities fund research, sitting on the Respective Collectives Committees. 

Prior to joining Rathbones, Evangelos spent seven years at Turcan Connell Solicitors and Asset Managers, originally working in their compliance department and during the last five years, managing private client portfolios and being responsible for the firm’s fixed income and commodities research as an investment manager. 

Evangelos holds an honours degree in Actuarial Mathematics & Statistics from Heriot Watt University and is a CFA charterholder. He also holds the Investment Management Certificate (IMC) and is a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI).

As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities. To ensure the best possible outcome for my clients I work closely with our Financial Planners and Investec's in-house research team to ensure their investments are structured in the most tax-efficient manner to suit their needs, and provide investment portfolios that will deliver for them over the years.

Nicola is a client service executive for James Mayes and James Campbell-Grey, having worked at Rathbones for five years, and has responsibility in her cloud for coordinating marketing events. She is also a mental health first aider and a member of the company’s Diversity Committee. She previously managed a team in the research distribution department at Barclays Capital and worked in marketing at several institutional asset managers, including Deutsche Morgan Grenfell. She studied Italian and Classical History at Leeds University, and is fluent in Italian.

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team. 

Oliver is an investment manager based in the Winchester office and manages private client, SIPP, trust and charity portfolios. He previously spent three years at HSBC Global Asset Management before joining Rathbones in 2013.

Oliver graduated from the University of Durham in 2006 with a master's degree in Finance and Investment and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

As Office Support Lead, I head up the Investment Administration team, and provide direct support to our brilliant team of Investment Managers, as well as wider office support. I'm often a first point of contact for our clients, to assist with their queries, and I help make sure the office is running smoothly!

Jason began his investment career at Vivian Gray & Co, which went on to become Greig Middleton and later merged to form Gerrard Ltd, and was a member of one of the leading private client teams. In 2004, Jason joined Taylor Young Investment Management Ltd as a senior investment manager managing a large and diverse client base, which included running OEIC funds.

Jason is an investment director at Rathbones and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Matt is responsible for Rathbones’ stewardship activities – managing a team delivering proxy voting and engagement on ESG issues. He’s spent his 20-year career exclusively in responsible investment, with specialisms in Climate Change and Human Rights in Supply chains. 

He is a graduate of the University of Bristol where he studied law, with a particular interest in the administration of environmental law. A holder of the CFA Certificate in ESG investing, he also has post-graduate qualifications in Sustainable Development theory and practice. He is a trustee of the Quartet Community Foundation, having previously been on the board of LoveBristol, and urban regeneration charity, and the Ecumenical Council for Corporate Responsibility.

Originally from the Highlands, Calum joined Speirs & Jeffrey in 2015 after spending five years at Baillie Gifford. He graduated from the University of Strathclyde in 2009 with a master's degree in Mechanical Engineering with Financial Management and is a member of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Calum works closely with Graeme Dickie.