Last Updated: July 22, 2025

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Rathbones’ excellent in-house research team to monitor and tailor these portfolios.

Last Updated: July 22, 2025

My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients' circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation.

Last Updated: August 6, 2025

My role is to lead on the Governance arrangements for the IRO and ensure that the structures and processes we have in place lead to achievable, client focussed actions and outcomes. Working with the Committee Coordinators, I act as a point of contact to support the running of effective meetings. I am the point of contact for the Investment Committee and I work closely with the group of IM's who take questions and feedback to the Committee members.

Last Updated: January 19, 2026

James joined Rathbones in June 2015. He started his career in 2010 with the RBS Wealth Management graduate scheme which entailed roles with Coutts & Co in London and Adam & Company in Edinburgh. Latterly he became a private banker with Adam & Company, managing a portfolio of high net worth clients.
James is a Chartered Fellow of the Chartered Institute of Securities and Investments and has obtained the Chartered Wealth Manager qualification. James also holds a first class honours degree in Economics (BSc).

Last Updated: July 22, 2025

I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.

Last Updated: January 7, 2026

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.
Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Last Updated: July 22, 2025

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

Last Updated: July 22, 2025

I'm an experienced investment manager, specialising in asset allocation and UK stock selection.

Last Updated: October 14, 2025

I am a Personal Assistant, supporting the team of Investment Directors and Managers in the Exeter office. As well as providing secretarial support, I help look after the clients and intermediaries whether it is over the phone or when they visit the office.

Last Updated: July 22, 2025

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA's, as well as trusts and company investments.

Last Updated: July 22, 2025

I am a professional Wealth Planner specialising in investment management and financial planning for high net worth clients. I work closely with Camilla Sherbrooke, advising a small number of wealthy families. I have a background in portfolio management and sit on our Stock Selection and Investment Committees. I also run our Investment Academy which contributes to the thought leadership section of our website - Investec Focus. I believe in perpetual learning and that cognitive diversity helps teams to solve complex problems.

Last Updated: July 22, 2025

Covers half year to 30 June 2021
Paul Stockton, chief executive said:
“Investment markets improved in the first half of 2021 as sentiment began to look beyond the pandemic. Continued organic growth also helped increase our funds under management and administration to £59.2 billion at 30 June 2021, up 8.2% from £54.7 billion at 31 December 2020 and up 19.8% from £49.4 billion at 30 June 2020.