Last Updated: March 2, 2026

Gail joined Rathbones in June 2021 having previously worked at Brewin Dolphin for 17 years.

Last Updated: March 2, 2026

Tony has over 26 years' experience advising clients on their financial planning. He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment. Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals.

Last Updated: March 2, 2026

Angus joined Rathbones Investment Management as Regional Director for the Glasgow office in May 2015 and became Head of Scotland, at Rathbones, in June 2021. Angus has over 25 years’ experience in the wealth management sector, attending to the needs of individuals, trusts, charities, and pension schemes.

Last Updated: March 2, 2026

Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives. This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of.

Last Updated: March 2, 2026

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.

Last Updated: March 2, 2026

Camilla is an assistant investment manager supporting Tim Shaw and his team in managing investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2020 as part of the Graduate Programme. Within her time on the programme she obtained the Chartered Institute for Securities and Investments (CISI) level 4 Investment Advice Diploma. She is currently studying towards the Chartered Financial Analyst (CFA) qualification, having successfully completed CFA Level 1.

Last Updated: March 2, 2026

Appointed: 05/10/2021
Experience, skills and contributions
Iain is Chair of the Audit Committee and co-leads the firm’s workforce engagement programme with Dharmash Mistry. To support the firm’s strategy, he brings a wealth of experience in audit and accounting regulatory reporting, financial services, corporate governance and risk management.

Last Updated: March 2, 2026

James is an investment director. He manages a range of private client portfolios, pension funds, trusts and charities and also chairs the UK Collectives Research Committee. James achieved a BA Hons in History/Art History and a master's degree in Business Studies & New Business Enterprise, both at Oxford Brooks University.
James joined Rathbones in 2007 from Citigroup Smith Barney Wealth Management where he had worked since 2004 specialising in US individuals and trusts.

Last Updated: March 2, 2026

Scott is an investment director with over 20 years’ industry experience. He joined Rathbones in June 2021 from Brooks Macdonald Asset Management where he spent eleven years and served as both Head of AIM and Head of Direct Equities. A graduate of Heriot Watt University, Scott is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holder of the Investment Management Certificate (IMC). Scott manages a variety of private client mandates but specialises in tax efficient AIM portfolios.

Last Updated: March 2, 2026

I look after a wide variety of international and domestic clients on an advisory or discretionary basis. My clients have a diverse range of mandates, typically investing with an international multi asset approach. I am well versed in cross border issues and invest through trusts, companies, pension funds and personal portfolios.

Last Updated: March 2, 2026

Mary is a Research administration manager and joined Rathbones in 2016. Mary sits on the research support team and is responsible for taking minutes of meetings, building relationships with external brokers, organising company meetings, creating and maintaining departmental procedures and other ad hoc project work.
Mary has over 17 years’ experience in financial services, having previously worked for Lloyds Banking Group and BGC Partners. She gained her AAT Accounting Certificate in 2001 and became a full member of the Association of Accounting Technicians in 2002.

Last Updated: March 2, 2026

Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.