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.

Last Updated: July 22, 2025

Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner.

Last Updated: July 22, 2025

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities.
John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

Last Updated: July 22, 2025

Michelle joined Rathbones in 2024 having spent the previous 33 years at a UK based Trust Company. During her time there, Michelle dealt with the administration of trusts and estates, eventually heading up the team dealing with Trust Terminations and Estate Administration.

Last Updated: August 4, 2025

I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.

Last Updated: July 22, 2025

Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.

Last Updated: September 30, 2025

As an Investment Director, my priority is to meet my clients investment objectives, whether that is growing their wealth or producing an income to support their lifestyle. By understanding their current position, requirements and financial objectives, I can create a tailored investment portfolio that suits their present and future needs. I specialise in managing clients savings and investments, whether they are share portfolios, ISAs, or pensions. To ensure the best possible outcome for my clients I work closely with their financial advisors, solicitors and accountants.

Last Updated: July 22, 2025

I am responsible for advising my clients on how to manage their wealth to achieve their financial objectives. I create and implement tailored wealth management plans based on each client's individual circumstances, requirements and financial goals. Predominantly, I work with business owners and their families, pre and post exit, to help them grow and protect their wealth. This often means working in partnership with my client's accountants, lawyers and other professional advisers to ensure my clients are managing their overall wealth tax efficiently.

Last Updated: July 22, 2025

I manage funds for existing clients and develop new business, providing advice to private individuals, trusts and gross funds. I'm also a member-nominated trustee of Investec's staff pension scheme.

Last Updated: February 9, 2026

Ramsay is an Investment Manger with experience managing a variety of bespoke portfolios including SIPPs, offshore bonds and discretionary trusts for private clients, financial advisers and solicitors.
Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.
Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.