Last Updated: March 16, 2026

James Goodhew joined the Private Client department of Rathbones in 2004 as a graduate trainee and is now a Senior Investment Director managing a team of 5 and responsible for over £500m of client portfolios.
James is a Member of the Chartered Institute for Securities and Investment, won the Wealth Management Association award for achieving a top Distinction in the Private Client Diploma Examination in 2006, was named one of PAM’s ‘Top 40 under 40’ in 2022 and most recently featured in the Spear’s Wealth Management top high net worth advisors in 2025.

Last Updated: March 16, 2026

Paul is an investment director in our Exeter office and is responsible for looking after a wide range of clients including private individuals and families, trusts, charities, pensions and corporate clients. He first started in portfolio management in 1983 and joined Rathbones in 2019.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a former member of their Applied Wealth Management and Portfolio Construction examination boards. He is also an ex-president of the local CISI Branch in the South West.

Last Updated: March 16, 2026

Archie joined Rathbones in 2018 as a voting and governance analyst. He supports Matt Crossman, on the stewardship team, ensuring informed proxy voting and corporate engagement activities as part of Rathbones’ stewardship policies, and helping to promote the integration of ESG within the investment process.
Prior to Rathbones, Archie worked for Oikocredit in their UK and Ireland office. During his time there, he worked as a client executive, tasked with generating capital from individuals and institutions.

Last Updated: March 16, 2026

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.

Last Updated: March 16, 2026

Rathbones has been named ‘Investment Manager of the Year’ at the Charity Times Awards 2016. The judges praised Rathbones’ “impressive growth” and “genuine commitment to ethics and performance.”


This is the third major charity accolade of the year for Rathbones, having won ‘Asset Manager of the Year’ at the Better Society Awards, and ‘Charity Investment Manager of the Year’ at the Citywealth Awards.

Last Updated: March 16, 2026

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.

Last Updated: March 16, 2026

Nicholas joined Rathbones in April 2016 from HSBC where he had spent the last 28 years working in the Discretionary Wealth Management division. He graduated from the University of Southampton in 1984 with a bachelor’s degree in Politics and International Studies.

Last Updated: March 16, 2026

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

Last Updated: March 16, 2026

The changing face of legacy giving: trends and insights, a live webinar featuring Lucinda Frostick, Director at Remember A Charity, and Kelly Brooks, High Value Legacy Manager at Cancer Research UK, exploring the evolving landscape of gifts in wills.

Last Updated: March 16, 2026

Markets have responded positively to the truce in US trade wars with most of the rest of the world. While uncertainty remains, the path ahead is a little clearer. What’s changed, and what does it means for you?

• Markets
• Investment Insights
• Economy

Last Updated: March 16, 2026

Artificial intelligence is transforming the way charities operate, from automating routine tasks to boosting fundraising and improving service delivery. But with great potential comes big questions around ethics, governance, and data protection.
We were joined by two sector leaders - Zoe Amar – Founder of Zoe Amar Digital, Chair of The Charity Digital Code of Practice, and Co-Chair of The Charity AI Taskforce, and Chris Brocklesby – Chief Technology Officer at British Heart Foundation, leading transformative programmes and advancing AI adoption across the organisation while ensuring robust information security.

Last Updated: March 17, 2026

Julian brings 25 years’ leadership experience in global financial services businesses and charities, spanning numerous high-profile roles including vice chair of Franklin Templeton EMEA, chief executive officer of Martin Currie, chief executive officer of Source ETF and chief executive officer of Old Mutual Global Investors.