Last Updated: February 27, 2026

Nik is an investment director with 29 years’ experience in financial services, including extensive expertise working with personal injury clients.
He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.
His work includes specialist portfolio management for clients with personal injury and clinical negligence settlements, ensuring long‑term financial security and tailored investment planning.

Last Updated: March 2, 2026

Tim is deputy business manager at Greenbank, managing a portfolio of change initiatives across Greenbank.
Tim started his career in product management with JP Morgan Chase and subsequently with KPMG’s capital markets advisory practice, where he supported clients with strategic change initiatives.
Tim holds the Investment Management Certificate from the Chartered Institute for Securities and Investment and a BSc in Business Management from the University of Southampton.

Last Updated: March 2, 2026

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.
Dominic works closely with Craig Baxter and is a member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the Bond & Fixed Interest Markets exam and the Scottish CISI Diploma Award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: March 2, 2026

Nick is an investment director, responsible for the management of private client portfolios and is a Fellow of the Chartered Institute for Securities and Investment. He joined Rathbones in 2001 from JPMorgan Fleming where he was a director of Fleming Private Asset Management. He became a member of the Stock Exchange in 1986 with Montagu, Loebl, Stanley.

Last Updated: July 22, 2025

Nicola joined Rathbones in 2022 as a Client Service Executive, with the responsibility of providing administrative and investment support to the team and their clients.

Last Updated: July 22, 2025

I provide advice on the structuring and investment of tax-efficient portfolios including ISAs, pensions, and trusts. My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax.

Last Updated: March 2, 2026

I lead the fixed income team within Rathbones Investment Management. A key area of my focus is credit analysis (including financial & non-financial issuers). Working alongside colleagues, my analysis supports the direct fixed income mandates that are managed by the team. I am currently the co-chair of the fixed income committee and a voting member of portfolio construction committee. I previously was a voting member of Investec Wealth & Investment’s Global Asset Allocation (GAAC) committee.

Last Updated: March 2, 2026

Ozge joined the Rathbones equity research team in July 2019 following the acquisition of Speirs & Jeffrey. She is responsible for generating new stock ideas to recommend to the Stock Selection Committees for both UK and overseas equities and for maintaining coverage of securities held in oil & gas and healthcare sectors. Ozge has worked as an investment analyst for Speirs Jeffrey since 2001 covering both UK and international companies as well as collective investments. Prior to joining Speirs & Jeffrey, Ozge worked as an equity analyst in Turkey for four years.

Last Updated: March 2, 2026

Joe is an investment manager at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered member of the Chartered Institute for Securities and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification.
He joined Greenbank in 2014 having previously worked for educational charity Teach First as a secondary school Physics teacher. He is a Physics and Philosophy graduate with a BSc and MA from Bristol University.

Last Updated: July 22, 2025

I am part of the team in the Leeds office that manages portfolios on behalf of individuals, trusts, charities, solvency II clients and self-invested pension plans (SIPPs), as well as dealing with investments held within offshore bond wrappers. I always seek to deliver a high level of client service by creating tailored and bespoke investment solutions, and building long lasting relationships along the way. This also involves working closely with other professional advisers, including independent financial advisers, solicitors and accountants.

Last Updated: August 4, 2025

I look after wealthy families and individuals who are looking to have their financial affairs covered in a holistic way. I work closely with their advisers from a planning, legal and accounting perspective, to ensure that all financial angles are covered once the discussions around long term structuring have been agreed. I am also able to access broader banking and business solutions for clients using the breadth of services provided elsewhere within Investec.