Last Updated: January 23, 2026

Babin works within the portfolio management team for Rathbones Private Office and the Investec Strategic Partnership. He read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. He then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec's graduate programme.
Babin is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.

Last Updated: March 2, 2026

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Last Updated: August 4, 2025

I manage multi-asset portfolios and provide broader financial planning advice as part of our Wealth Planning service to a range of high net worth families, trusts and charities. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: July 22, 2025

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements.

Last Updated: July 22, 2025

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.
James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

Last Updated: October 1, 2025

Alfie is the Business Development Director at Rathbones for the East of England, supporting financial advisers with discretionary investment solutions and client-focused portfolio services.
Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds.

Last Updated: March 2, 2026

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland.

Last Updated: September 30, 2025

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Last Updated: July 22, 2025

I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives.

Last Updated: March 2, 2026

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy.

Last Updated: August 14, 2025

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security.