Last Updated: February 11, 2026

Stuart joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.
Before joining Rathbones, Stuart held various roles in Barclays’ Retail, Corporate, Real Estate and Wealth divisions. Since his move to the Court of Protection team, Stuart has enjoyed supporting our clients and their deputies/trustees. He is currently studying for the CISI Investment & Advice qualification.
Away from work Stuart has two young children and is a keen sportsman with a golf handicap of 7.

Last Updated: July 22, 2025

I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

Last Updated: September 30, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013. Prior to that he was a Director at UBS Wealth Management. He has 25 years investment industry experience and specialises in the management of all aspects of multi-generational family wealth.

Last Updated: January 7, 2026

Ivo is responsible for the RIM client facing, Investment Research and Investment Risk teams. Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. He founded the charity team in London and managed portfolios as an investment manager for almost 30 years. He was appointed to Rathbones Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.

Last Updated: January 19, 2026

My role is to manage portfolios of global investments and relationships for private individuals regarding their taxed portfolios, ISA's, personal pension funds and charitable trusts. I also have experience in managing charities. The investments I predominantly work on include: cash, fixed interest, equities, commercial property and alternative assets such as absolute return funds, hedge funds and infrastructure. A greater emphasis is now given to environmental, social and governance issues.

Last Updated: July 22, 2025

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

Last Updated: February 24, 2026

Harry joined the team at Rathbones Cambridge in 2023, having previously been an International Investment Director at Investec Wealth and Investment. He has over 20 years’ experience in private client wealth management, managing portfolios for individuals, personal pensions, corporates and entrepreneurs.Harry has significant experience building bespoke investment solutions for both UK and international clients. He also holds a degree in Economics, is a registered member of SAIFM and a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Last Updated: August 11, 2025

I manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

Last Updated: January 14, 2026

I assist clients to achieve their long term financial goals, in the most tax efficient manner. I have over twenty years' experience of working with private individuals, charities, pension funds, trusts and professional intermediaries. I believe that our responsibility as advisers is to fully understand our client's unique circumstances, their ambitions, hopes and fears, to ensure that the investment solutions that we deliver are suitable, and geared to meet their needs.

Last Updated: July 22, 2025

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.
I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Last Updated: August 6, 2025

My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities.

Last Updated: September 3, 2025

Alex Neilson is an Investment Director in our Liverpool office and joined Rathbones at the start of 2023, previously having worked at Investec in London and more recently Cazenove Capital in Chester & Manchester.He has over 10 years of investment and portfolio management experience looking after complex family arrangements, charities, pensions, trusts and has a particular interest in owner managed businesses and entrepreneurs.