Last Updated: March 2, 2026

Shivee joined Rathbones in 2023 and has started on the graduate trainee investment management programme. This is her first job after graduating from the London School of Economics and Political Science in July 2023 in BSc Management. Shivee also completed a summer internship in M&A during her second year of university.

Last Updated: March 2, 2026

Charles is an investment director, he is responsible for the management of private client portfolios, including trusts, charities and pension funds (SIPPs). Charles began his career as a trainee stockbroker with Charles Stanley & Co in 1986 before joining Laurence Keen in 1990, which was acquired by Rathbones Group Plc in 1995. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Emma is a research analyst and joined the team in December 2014. Emma sits on the collectives research team and carries out quantitative and qualitative analysis to select the “best in class” funds for recommended use within the portfolios managed at Rathbones. Emma graduated with a BSc in Mathematics with Business Management from the University of East Anglia. She holds the Chartered Alternative Investment Analyst (CAIA) designation and is a CFA charterholder.

Last Updated: January 23, 2026

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.
David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Last Updated: July 22, 2025

James joined Rathbones in 2017 and manages investments for private clients, charities, and trusts. James' team manages over £700m in assets.James initially worked in Rathbones' Financial Planning division, before joining the Investment Management graduate scheme in 2019.

Last Updated: March 2, 2026

Scott is an investment director and manages portfolios for a wide range of clients. Like many, Scott is a very experienced member of the team and has experienced a number of market cycles and crises throughout his time with Speirs & Jeffrey.
He joined Speirs & Jeffrey in 1987 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Danny is an investment manager who has worked in the industry for 20 years. His primary responsibilities are the provision of discretionary investment management solutions for individuals, family trusts and pensions.

Having started his investment career at Lloyds Private Bank in Mayfair he moved to Williams de Broe in 2006. The firm was acquired by Investec in 2011. He left to join Rathbones in 2014.

He is a Chartered Member of the Institute for Securities & Investment.

Last Updated: March 2, 2026

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years.
Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

Last Updated: February 2, 2026

Will works alongside Robert Szechenyi and Stuart Furzer managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.
Will joined Rathbones in 2019 from Abrdn where he was an associate portfolio manager. He has worked in the industry since 2012 having previously held roles at Lloyds Private Banking, Ashcourt Rowan & Abrdn.
He is a CFA Charterholder, holds CFA UK’s Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities & Investment.

Last Updated: January 21, 2026

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: July 22, 2025

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Last Updated: March 2, 2026

Hayley is a client service executive, having joined Rathbones in January 2019. She has over eight years’ experience in the financial services industry and prior to her current role was an investment manager’s assistant at Arbuthnot Latham & Co. having worked in insurance and corporate banking prior to this. Hayley is responsible for all aspects of client administration and supports Alex Dow and Libby Barrett within the charities team.