Last Updated: July 22, 2025

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

Last Updated: February 23, 2026

Based in the Leeds Office, David joined Rathbones in 2024 in the Investment Team. He has over 21 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. He enjoys managing multi-asset portfolios for wealthy families, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

Last Updated: July 22, 2025

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities.

Last Updated: July 22, 2025

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

Last Updated: August 6, 2025

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

Last Updated: January 7, 2026

I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

Last Updated: May 29, 2025

Last Updated: September 30, 2025

In light of intense political scrutiny of corporate diversity, equity and inclusion (DE&I) practices, our engagement analyst Jenny Twigg explains why ditching DEI could prove painfully short-sighted.

Last Updated: September 30, 2025

Would you choose a new car based on how much its price has risen in the past couple of years? Head of multi-asset investments David Coombs asks why so many are happy doing this with their life savings.

Last Updated: September 30, 2025

This month, the team discusses US exceptionalism - a hot topic of conversation for the team for years now, then turns to earnings season and wraps up with a look at Apple.

• The Sharpe End Podcast

Last Updated: September 30, 2025

This month, the team discusses Trump’s new tax bill, new warning signals that have been quietly popping up in markets. Plus, an under-the-radar stock that’s a core holding for the portfolios: Assa Abloy.

• The Sharpe End Podcast

Last Updated: September 30, 2025

TheCityUK has appointed Robert Hughes-Penney, Investment Director, Rathbones, one of the UK’s leading wealth and asset management firms, as the new chair of its Business Council.