Last Updated: March 2, 2026

Tim is an investment director with 27 years’ experience of managing private client investment portfolios. He joined Rathbones in August 2000 having previously worked at Kleinwort Benson Private Wealth Management where he also had responsibility for researching the pharmaceuticals and telecoms sectors.

Last Updated: March 2, 2026

Susie is an investment manager specialising in the management of private client, SIPP, trust and charity portfolios. She joined Rathbones in 2014 and worked in our Lymington office until 2020. Susie is a Chartered Member of the Chartered Institute for Securities and Investment. She graduated from Imperial College London with a 2:1 BSc (Hons) in Biology.

Last Updated: January 30, 2026

Tiffany is an experienced Senior Investment Director at Rathbones Investment Management International, based in Guernsey, where she has managed multi-asset discretionary portfolios for private clients, offshore trusts, and corporates for over a decade. With a strong track record of delivering tailored investment solutions, Tiffany brings a wealth of expertise and a client-centric approach to her role. Tiffany joined Rathbones having been a part of the Investec Wealth and Investment (CI) since 2021.

Last Updated: March 2, 2026

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.

He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015.

Last Updated: November 24, 2025

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.
My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

Last Updated: July 22, 2025

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

Last Updated: March 2, 2026

Tim joined Rathbones in March 2006 and manages discretionary portfolios for private clients, pension funds, trusts and charities. He is also a member of the Investment Executive Committee and chairman of the Diversifiers Committee.

Last Updated: July 22, 2025

Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI).

Last Updated: March 2, 2026

Phil is an investment director, who manages a variety of investment portfolios. After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year. Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Last Updated: July 22, 2025

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

Last Updated: August 6, 2025

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client's needs and requirements.

Last Updated: July 22, 2025

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term.