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Charlotte Metcalfe

Last Updated: March 2, 2026

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.
Our People

Charles Newsome

Last Updated: July 22, 2025

Charles Newsome has developed a solid career at Rathbones previously Investec with a focus on wealth management and helping clients meet their financial objectives. Over the past 20+ years, he has consistently delivered reliable results, prioritizing a thoughtful balance between growth and risk that aligns with each client’s unique goals. Charles's work has been recognized with the Wealth Manager of the Year award, a testament to his dedication to providing value.
Our People

Georgia Holland

Last Updated: March 2, 2026

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services.
Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.
Our People

Edward Robinson

Last Updated: March 2, 2026

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme.

Our People

Mark Waring

Last Updated: March 2, 2026

Mark is an investment director who began his career at Rathbones in 2006. He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Rob Unsworth and Will Roberts.

Our People

Ryan Jackson

Last Updated: August 4, 2025

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.
Our People

Jodie Hassett

Last Updated: January 23, 2026

Jodie works within the Strategic Partnership Team and specialises in delivering tailored investment solutions for high-net-worth individuals and their families, working closely with Investec Bank to provide clients with a holistic wealth management service.
Jodie joined Rathbones in 2020 and specialises in working with investment bankers, lawyers, private equity and fund professionals. With over 10 years’ experience in the industry, she began her career at RBS, working on the Institutional FX and Rates Sales desk.