Last Updated: July 22, 2025

David is an Investment Director and manages the investments of Private Clients, Corporates and Charities. David also has expertise working with multi-generational family businesses, managing all their investment needs and helping them to both grow and preserve their wealth. He began his career in financial services in 1997 with Greig Middleton who became Gerrard and eventually Barclays Wealth. David joined RBC Brewin Dolphin in 2010 before moving to Rathbones in 2023.

Last Updated: July 22, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.
James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI.

Last Updated: July 22, 2025

I manage private client and corporate portfolios for both domestic and international clients.

Last Updated: March 2, 2026

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Last Updated: January 22, 2026

Jake assists Jane Sydenham in managing discretionary private client investment portfolios for large family groups and individuals, together with a number of charities, personal pension schemes and offshore structures. He first joined Rathbones in November 2016 in our International office in Jersey as part of the graduate programme. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.

Last Updated: July 30, 2025

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

Last Updated: March 2, 2026

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.

Last Updated: July 22, 2025

As a Portfolio Manager, I work closely with other Investment Managers, Investec's in-house research teams as well as external fund managers to identify investment opportunities, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Last Updated: March 2, 2026

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.

Last Updated: July 22, 2025

I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

Last Updated: July 22, 2025

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives.

Last Updated: March 2, 2026

Nearly 6,000 UK business owners have left since 2024 as entrepreneurs seek opportunities abroad, adding up to a significant net outflow.