Last Updated: March 16, 2026

Our investment approach combines personal relationships, tailored portfolios, and flexible strategies to help you meet your long-term financial goals.

• Investment Approach

Last Updated: March 16, 2026

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Last Updated: March 16, 2026

Read Rathbones’ key company policies covering governance, privacy, tax strategy, responsible investment, whistleblowing and more.

Last Updated: March 16, 2026

In December 2021, our regulator, the Financial Conduct Authority, issued new rules and guidance for organisations to make climate-related disclosures, consistent with the recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD). For Rathbones Asset Management this is effective from 30 June 2024.
These entity and product-level reports aim to promote transparency on climate-related risks and opportunities and to enable clients to make considered choices.

Last Updated: March 16, 2026

Craig is an investment director and manages portfolios for private clients, trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Craig graduated from the Aberdeen Business School, Robert Gordon University in 1996 with an honours degree in Commerce and joined Speirs & Jeffrey later that year. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 16, 2026

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Last Updated: March 16, 2026

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry.
A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of nine investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.

Last Updated: March 16, 2026

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.

Last Updated: March 16, 2026

Henry is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Last Updated: March 16, 2026

Phil is head of business of business development directors at Rathbones having joined Rathbones in May 2012 after 24 years with AXA. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the West.

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.