Last Updated: January 5, 2026

I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they're private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.

Last Updated: July 22, 2025

I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.

Last Updated: February 27, 2026

Ian joined Rathbones in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in the Wealth and Retail divisions.

Last Updated: February 11, 2026

Kirsty is an investment director helping individuals and their families maximise their wealth and take control of their finances principally through bespoke discretionary portfolios in general investment accounts, trusts, ISAs, pensions, and offshore bonds. She is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Governor at Elmhurst Ballet School.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

Last Updated: January 23, 2026

Brian works within the portfolio management team for Rathbones Private Office and the Investec Strategic Partnership. Brian’s career in wealth management started in 2008 with Merrill Lynch in San Diego, California. He went on to work with a Dublin-based, Berkshire Hathaway subsidiary specialising in fixed income asset management, before joining the Bank of America Merrill Lynch graduate programme in London.

Last Updated: July 22, 2025

My particular expertise is in managing portfolios for high-net-worth individuals and families, with a focus on the interaction of personal assets, Self-Invested Pension Plans/pension assets and inheritance tax planning wrappers.

Last Updated: July 22, 2025

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

Last Updated: August 6, 2025

I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.

Last Updated: January 7, 2026

Mark has been the regional director since 2015, having joined Rathbones in 2001 to help open the Cambridge office. As well as being responsible for running and developing the Cambridge team, Mark has significant experience in managing private client, trust, offshore, pension fund and Charity portfolios. He has worked in the industry since his graduation in 1994.

Last Updated: February 5, 2026

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.

Last Updated: July 22, 2025

Darren started his career in 1987 at Southampton based stockbrokers Cobbold Roach, working in numerous “back office” departments until 1994 when Cobbold Roach was acquired by Liverpool based stockbroker Neilson Milnes. Neilson Milnes were acquired by Rathbone Brothers in 1998. Following a series of management positions Darren became Head of Operations in 2008 and in 2021 became Operations Director. Darren is a fellow of the Chartered Institute for Securities & Investments.