Last Updated: December 11, 2025

Harvey joined Rathbones in 2024 as a trainee on the portfolio management team where he assists with discretionary management of client portfolios, supports and liaises with the investment managers on investment decisions, and undertakes day-to-day portfolio management responsibilities. He studied Philosophy, Politics and Economics at the University of Nottingham, holds the Investment Management Certificate and is currently studying for the CFA.

Last Updated: November 18, 2025

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession.

Last Updated: January 13, 2026

The Enterprise Investment Scheme (EIS) offers tax incentives for clients willing to invest in early-stage companies. It can be used to reduce income tax, defer Capital Gains Tax (CGT) and support longer-term estate planning goals.

Last Updated: January 23, 2026

Marc specialises in providing wealth management advice within the Strategic Partnership Team, with a particular focus on entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Last Updated: July 17, 2025

Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London.
Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle.

Last Updated: July 17, 2025

Dianne joined Rathbones as office manager in November 2014 having worked at Barclays Wealth & Investment Management (formerly Gerrard Investment Management) for 14 years where she was an assistant vice president managing the office and the private banking executives.
Prior to that, Dianne worked at Armstrong Watson Accountants in Carlisle for over 10 years as office administration manager in the Investment Management division before moving to the North-East in 1998.

Last Updated: February 10, 2026

Appointed: 18/8/2025
Experience, skills and contributions
Jonathan joined Rathbones in July 2025, and was appointed Group Chief Executive Officer in August 2025.

Last Updated: October 8, 2025

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.

Last Updated: July 17, 2025

Niall graduated from Heriot Watt University, Edinburgh with an MA in Finance & Business Law in 2015, before relocating to London to begin his career in Financial Services. Returning to Belfast in 2017, Niall completed his Diploma in Regulated Financial Planning via the CII in 2019 and is currently working towards Chartered Financial Planner status via the CISI.

Last Updated: July 22, 2025

Last Updated: July 22, 2025

Last Updated: July 22, 2025