Last Updated: July 22, 2025

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions.
I work as a Senior Investment Director and provide investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.

Last Updated: September 30, 2025

Stuart started his career in 2003 at JPMorgan Cazenove (formerly Cazenove) within Corporate Dealing Services trading options for FTSE 100 and 250 companies, joining Rathbones in 2010.
Stuart has a BA (Hons) English degree from the University of Southampton and the CISI Chartered Wealth Manager qualification, previously the Masters in Wealth Management. He also holds the CISI Diploma in Investment Advice and is a Fellow of the CISI.

Last Updated: November 24, 2025

My role as an investment manager is to help clients reach their objectives via their investment portfolios, be it helping them to grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, pensions and other tax friendly vehicles, such as trusts and charities. I take great pleasure in taking clients through the investment journey and ultimately achieving their goals.

Last Updated: March 2, 2026

Andrew is an investment director with over 25 years’ experience of managing discretionary investment portfolios for private individuals, their pensions and family trust structures. He also manages investments for charities including a City Livery Company.
After graduating from Durham University, Andrew joined the City stockbroking firm of Laurence Keen and qualified as a Chartered Fellow of the Chartered Institute for Securities & Investment. Laurence Keen was acquired by Rathbones in 1998.

Last Updated: February 9, 2026

Carl is an Associate Investment Manager in the Winchester Office. He works alongside Phil Wyatt, Justine Peck, Hollie Curtis and Oliver Whitlock, managing investments for a range of private client portfolios, trusts and pension funds.
Carl is a Chartered Member of the CISI (MCSI), following completion of the CISI Level 7 Chartered Wealth Manager qualification, and is currently studying for the CISI Level 7 Advanced Financial Planning qualification, to enable him to provide advice as well as investment expertise.

Last Updated: March 2, 2026

Marcus is an investment director specialising in private client portfolio management, associated self invested pension schemes and trusts. He also manages investment portfolios on behalf of charities.
He is a graduate of Exeter University and the Royal Military Academy Sandhurst, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. The early part of his financial career was spent at Killik & Co in London before joining Rathbones in 1997.

Last Updated: July 22, 2025

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their risk levels and objectives, current position and long-term goals. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes, using Investec's excellent in-house research team to monitor and tailor these portfolios.

Last Updated: March 2, 2026

David graduated from the University of Newcastle Upon Tyne in 2009 with a BA (Hons) Financial & Business Economics and a MSc in Banking & Finance. He spent eight years at Brewin Dolphin, prior to joining Rathbones in 2020.
David is a Chartered Fellow of the Chartered Institute for Securities & Investment, a Chartered Wealth Manager and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Last Updated: February 12, 2026

I manage investment portfolios for a wide range of onshore and offshore clients including private individuals, trusts, charities and personal pension schemes.

Last Updated: March 2, 2026

Christie is assistant fund manager in the fixed income team.Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

Last Updated: February 3, 2026

Based in the Leeds Office, David joined Rathbones in 2023. He has over 24 years of industry experience, having most recently worked as an Investment Director at Brown Shipley.
At Rathbones, David is responsible for managing multi-asset investment portfolios for private individuals, trusts, companies and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

Last Updated: July 22, 2025

Elizabeth is an Investment Director delivering a discretionary portfolio management service, specialising in looking after large family structures, complex private clients, and trusts. Within Rathbones she chairs Investment Managers Network and a member of the Industrials and Resources Equities Selection Committee.
Elizabeth and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.