Last Updated: July 22, 2025

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

Last Updated: September 30, 2025

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

Last Updated: January 30, 2026

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS.
Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Last Updated: October 27, 2025

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Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients.

Last Updated: March 2, 2026

Appointed: 05/10/2021
Experience, skills and contributions
Dharmash joined Rathbones as a Non-executive Director in October 2021, he is a Chair of the Remuneration Committee, and co-leads the firm’s workforce engagement programme with Iain Cummings.
Dharmash brings the following key skills to the Board which support the firm’s strategy: financial services, media & technology experience, digital transformation, private & public market investing and corporate governance.

Last Updated: March 2, 2026

CONTACT GAIL ON020 7399 0191
Gail is the Head of Platform Relations for Rathbones.
She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.
Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Last Updated: March 2, 2026

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.
Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Last Updated: July 22, 2025

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed.

Last Updated: July 22, 2025

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

Last Updated: August 7, 2025

Steve takes great care in guiding clients through the complex decisions involved in planning their financial future. He takes pride and genuine pleasure in supporting multiple generations within the same family, building lasting relationships founded on trust and understanding.
By taking the time to fully understand each client's financial circumstances and long-term goals, Steve develops tailored financial plans that evolve over time, adapting to life’s inevitable changes.

Last Updated: July 22, 2025

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.