Last Updated: September 30, 2025

As an Investment Administrator, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Rathbones. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.

Last Updated: March 2, 2026

I am part of a team who manage assets on a discretionary basis, providing an investment management service in accordance with the clients agreed objective and risk profile.

Last Updated: March 2, 2026

Anique joined Greenbank in 2016 having started her career with Stonehage Fleming in London in 2014. Anique has a Bachelor of Business Science (Hons) in Finance and Accounting, and a Postgraduate Diploma in Accounting from the University of Cape Town, and a Masters in Finance and Management from the University of St Andrews. Anique is a Chartered Financial Analyst (CFA) Charterholder and is a chartered member of the Chartered Institute for Securities and Investment. She has been awarded the CFA UK Level 4 Certificate in ESG Investing.

Last Updated: July 22, 2025

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create.

Last Updated: July 22, 2025

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013.
Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations.
Kerry is a member of the Society of Trust and Estate Practitioners.

Last Updated: July 22, 2025

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of investment risk director for Rathbone Asset Management.

Last Updated: July 22, 2025

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk.

Last Updated: July 22, 2025

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Last Updated: January 19, 2026

$(document).ready(function() {
// Get the current URL
var currentUrl = window.location.href;
// Check if the URL contains '?showprofile=yes'
if (currentUrl.indexOf('?showprofile=yes') !== -1) {
// Your code to execute if the condition is true
console.log("URL contains '?showprofile=yes'");
$(".team-card__details").addClass("team-card__details--show");
} else {
// Your code to execute if the condition is false

Last Updated: March 2, 2026

James is an investment director in the London office and is responsible for managing investments for private clients, including their pensions, companies and charities. James also sits on the Investment Committee with responsibility for selecting North American collective investments.
Prior to joining Rathbones in 1997, and after graduating, James worked in financial public relations with ABS Communications.

Last Updated: February 20, 2026

Max provides wealth management advice within the Strategic Partnership Team, specialising in advice for High-Net-Worth individuals and their families, helping them achieve both their short and long-term financial goals. He is trusted by Investec Bank, Rathbones’ strategic partner, to deliver tailored investment management, financial planning, and legal advice, drawing on the expertise of the broader group.