Last Updated: July 22, 2025

I manage a wide range of bespoke, multicurrency portfolios for ultra-high-net-worth, globally minded clients including portfolios in their personal names, trusts, companies or pensions. I have a particular focus on South African clients, whom I visit regularly, but I also manage a number of UK-based clients, particularly those with a global outlook. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Last Updated: December 11, 2025

Michael joined Rathbones in 2020 as a Chartered Wealth Manager and works with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals.
He joined from Brewin Dolphin having been attracted by Rathbones specialty in environmentally sustainable and ethical investment, and has completed the CFA ESG Certificate. Michael graduated with full honours from St Andrew’s University having studied Applied Physics and Astrophysics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

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: August 4, 2025

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

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.