Last Updated: February 17, 2026

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a voting member of the Rathbones Diversifiers Investment Committee.
He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

Last Updated: July 22, 2025

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years.

Last Updated: March 2, 2026

Natasha joined Rathbones in July 2017. Prior to joining Rathbones, she worked at Amundi Asset Management as an institutional client associate responsible for looking after large corporates, local authorities and pension funds in UK and Ireland.
Natasha graduated with a 2:1 (Hons) degree in Business Management from Queen Mary, University of London in 2012.

Last Updated: March 2, 2026

Ben joined Rathbones’ research department in 2019 as a generalist covering UK and overseas equities. Ben formerly worked for 10 years as a buy-side analyst at Manulife Asset Management with primary responsibility for the Industrials, Telecommunication Services, and Material sectors in Europe and Japan. His role there included performing in-depth company research, portfolio construction and client communication. He graduated with a 2:1 degree in English Language and Literature from Oxford in 2006 and is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: January 19, 2026

Having joined Rathbones in 2023, Georgios is now an Associate Investment Manager, focused on managing discretionary portfolios and delivering a high standard of service to private clients, families, and trusts. He works closely with senior investment managers to construct tailored investment strategies and support long‑term wealth goals.

Last Updated: March 2, 2026

Rathbones says January’s CGT and IHT receipts surged as lower allowances and frozen thresholds bite, making proactive tax and estate planning increasingly essential.

Last Updated: March 2, 2026

Rising tax pressure pushes UK investors beyond ISAs and pensions into riskier assets like buy‑to‑let, VCTs and EIS as wealth grows, Rathbones survey finds.

Last Updated: March 2, 2026

Thomas is a risk analyst at Rathbones. He joined the company in December 2014, initially working as a portfolio modelling assistant within a large private client team. Thomas later went on to work as an investment manager’s assistant supporting an investment director with the management of client’s investment portfolios. Thomas then joined the research team in 2016.
Thomas graduated from the University of Hertfordshire in 2014, with a first-class honours degree in Mathematics; and holds the Investment Management Certificate.

Last Updated: July 22, 2025

I specialise in managing predominantly discretionary portfolios on behalf of private individuals, their pensions, trust, charities and private family unit trusts. I have a total return philosophy of both capital preservation and growth in real terms through global multi-asset class investment.

Last Updated: July 22, 2025

Andy joined Rathbones from Brewin Dolphin where he was a divisional director in the Newcastle Office.
Andy is a Fellow of CISI with 27 years experience in the financial service sector having previously worked for Barclays Bank before joining Brewin Dolphin in 1996.
Over the last 20 years, Andy has amassed a wide range of experience in dealing with the fast pace and changing face of investment markets, his knowledge has enabled him to provide an invaluable steer and insight for all of his clients through several market cycles.

Last Updated: March 2, 2026

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

Last Updated: March 2, 2026

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.