Last Updated: November 14, 2025

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™.
Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee.
In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Last Updated: March 2, 2026

Harry is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. Harry joined Rathbones in 2021, having previously worked as an Investment Administrator at Quilter Cheviot for over 4 years. Harry is a member of the Chartered Institute for Securities and Investments (CISI), and is working towards the Level 4 Investment Advice Diploma.

Last Updated: March 2, 2026

Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012.
Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts.
He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Last Updated: December 5, 2025

Pam is an investment Director, having joined Rathbones in 2024 and is based in the Cambridge office. Pam has been in the Wealth Management industry since 1986, managing investment portfolios for private clients, trusts, pension funds and charities. Before joining Rathbones Pam worked for fifteen years at Brooks Macdonald, heading up teams in both Kent and East Anglia.

Last Updated: July 22, 2025

I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us.

Last Updated: March 2, 2026

Robert joined Rathbones in 2017 as an investment director and has over 15 years of investment management experience. He began his career in 2000, working for a number of regional stockbrokers before spending 13 years at Brown Shipley in their Manchester office.
Rob is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Accounting.

Last Updated: March 2, 2026

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon). She is responsible for all aspects of client administration and supports the charity/institutional team.
Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Last Updated: March 2, 2026

James Boulter is Head of Portfolio Management for Rathbones Private Office and the Investec Strategic Partnership.
James joined Investec in 2016, and he now oversees the management of portfolios for high net worth clients for the Rathbones and Investec combined business. James specialises in Fixed Income investments, sits on the Rathbones Fixed Income Committee and is a regular contributor to CNBC’s Squawk Box Europe programme.

Last Updated: March 2, 2026

Lorraine is an investment manager responsible for managing investment portfolios on behalf of private clients, trusts and charities.
She has worked in investment management for over 16 years and is a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Regulation & Compliance and Private Client Investment Advice and Management examinations. Prior to joining Rathbones, Lorraine was an investment manager with Brewin Dolphin, Glasgow.

Last Updated: October 14, 2025

I have worked for the company for 17 years, starting at Christows, then Williams de Broe, then Investec Wealth & Investment, and now Rathbones. I am a personal assistant for the investment directors of the Exeter office and my job is to provide secretarial support to them and the rest of the team in the office.