Last Updated: July 22, 2025

I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time.

Last Updated: March 2, 2026

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Last Updated: December 11, 2025

Nehal joined Rathbones in 2010, following prior experience at EFG Private Bank. She moved into investment management and joined Jane Sydenham’s team in 2014.
Nehal is responsible for managing discretionary portfolios for a complex client base, including high-net-worth individuals, family groups, and their associated trusts, charities, and pension funds. She works closely with a variety of clients, including domestic and international accounts, with a particular focus on advising entrepreneurs on structuring and preserving their wealth.

Last Updated: March 2, 2026

I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals.

Last Updated: February 19, 2026

John is an Investment Manager based in the Newcastle office, specialising in the management of private client, trust, offshore and pensions fund portfolios. He joined Rathbones in 2018 having previously worked as an investment research analyst in Singapore.

Last Updated: July 22, 2025

I work closely with investment managers to pitch for business with existing and potential clients, and with colleagues in the Investment & Research Office to manage the firm's discretionary fixed income mandates. I also provide commentary on fixed income markets and help with the selection of bond funds and individual credits, providing bespoke solutions and portfolio proposals to a wide range of clients.

Last Updated: July 22, 2025

My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.

Last Updated: July 22, 2025

As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

Last Updated: July 22, 2025

My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust.

Last Updated: December 19, 2025

I am proud to work with clients to assess their family's needs and goals, focussing on life-stage planning and wealth structuring by helping to find solutions for High Net Worth (HNW) clients, business owners & entrepreneurs in the following areas:

Last Updated: February 27, 2026

Kat joined Rathbones in 2020. She has worked with recipients of personal injury awards for more than 25 years. She provides specialist personalised advice to her clients and their representatives, taking into account their needs and objectives.

Last Updated: October 1, 2025

Andy is an Business Development Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 20 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.