Charities

Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.

Gareth is a Chartered Fellow of the CISI (FCSI) and obtained the Masters in Wealth Management in 2014. He has passed the CISI Professional Assessment in Sustainable and Responsible Investment. He has attended the Cass Business School “Charity Investment – Theory and Practice” course, the leading investment course for charities in the UK. Gareth is a governor of a primary school in East London.

Gemma joined Rathbones as Head of Charities Distribution in February 2025.
 
She was previously Co-Head of Global Social Impact at BlackRock and Co-President of The BlackRock Foundation where she led on strategic philanthropic partnerships in financial security and sustainability. Gemma was formerly Head of BlackRock’s dedicated Charities & Endowments Team, a leading institutional non-profit investment manager. Prior to joining BlackRock in 2016, she was a Partner at NewSmith Asset Management responsible for marketing and business development. She started her career as an Analyst at Merrill Lynch Investment Managers.
 
Gemma holds an MA degree in Geography from St Catharine’s College, Cambridge. She has been a Trustee of The Girls’ Network Charity, a school Community Governor and volunteers as a Funding Panellist with The Fore and Mentor with the King’s Trust.

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.

Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.

Ian is a regional director and specialises in managing bespoke investment portfolios on behalf of private individuals, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds an honours degree in Accounting and Finance.

Ian has over 20 years' experience in the investment management industry. During his career Ian has forged strong working relationships with a range of national and Midlands based firms of intermediaries including solicitors, accountants and independent financial advisors.

Before joining Rathbones’ Birmingham office, as an investment director in October 2010 Ian worked as a director of Deutsche Bank Private Wealth Management, formerly Tilney Investment Management.

James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds. 

James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios. 

James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. 

He is also a trustee of The Rothley Trust, a charity which supports grant-making in the North-East of England and is a former vice-chair of Tyne & Wear Archives and Museums Development Trust.

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.

James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds. James is also a formal mentor within the Group, with a particular interest in helping graduates at the start of their investment management careers.

Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.

She trained at Tilney in Liverpool, managing portfolios for private clients, trusts, pensions and charities, before moving to Brown Shipley and Co, where she became a voting member of the firm’s Investment Policy Committee, providing equity research and guidance for the wider firm, and was involved in managing the in-house UK equity funds.

Jane joined Barclays’ portfolio management team in 2008 where she became a specialist in managing bespoke and ethical portfolios on behalf of Charity clients, and was a voting member of Barclays UK Equity Committee and the Charity Investment Committee.

As a specialist on the Charities Team I aim to produce a solution that best meets my clients' objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.

Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.

Libby specialises in managing charity and institutional portfolios. Libby chairs the developed equities committee within Rathbones, specialising in the selection of North American funds. Libby is a charity trustee in her own right and also sits on the Rathbones foundation committee.