Last Updated: March 2, 2026

Megan began her career in financial services in 2015 at Link Asset Services where she was involved in all aspects of shareholder support pertaining to corporate events and client queries.
In 2018, Megan moved to Arbuthnot Latham where she spent two years providing administrative support to the investment management team. As part of her role, Megan was responsible for client onboarding and the transfer of clients’ assets.
Megan joined Rathbones in 2020 as a client service executive and provides administrative and investment support to the team and their clients.

Last Updated: July 22, 2025

I provide advice and portfolio management services to a diverse range of private clients, trustees, charities and pension investors, and I have specialist experience with insurance company clients with solvency II reporting requirements. I take great pleasure in working closely with my clients to guide them with their finances and managing their assets in order to develop long term plans.

Last Updated: August 11, 2025

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.
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. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular specialist client needs.

Last Updated: July 22, 2025

I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments.

Last Updated: August 29, 2025

I lead the fixed income investment team and contribute to a number of the key investment committees including Global Investment Strategy Group, Asset Allocation and Investment Committee. I am the chairman of the Fixed Income Investment Selection Committee. I advise the company on its bank lending as part of the Cash & Credit Management Committee. I work with many of the largest institutional clients of the business including insurance companies, pension funds, corporates, charities and high net worth individuals.

Last Updated: March 2, 2026

Shelly manages the Investor Relations function at Rathbones Group Plc. She started her career in Toronto working for TD Securities before moving to the UK to join the London Stock Exchange where she held various roles that allowed her to build her experience of listing rules and annual Plc practices. She then joined the Investor Relations practice of Citigate Dewe Rogerson where she worked with a number of large UK and European listed clients across a range of industries executing their investor relations programmes.

Last Updated: July 22, 2025

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs. My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals.

Last Updated: March 2, 2026

Adam is an Investment Director and Head of the Glasgow office.

Last Updated: January 7, 2026

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Last Updated: March 2, 2026

Lee Joined Rathbones in 2011 as an Investment Manager. He manages investments for a range of private clients, pension funds, trusts and charities.
Prior to joining Rathbones from Barclays Wealth, Lee has over 15 years’ experience within the private client investment management industry and has worked at Blackrock in the Charities division and managed private client portfolios for a number of years at Investec.
Lee is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Diploma in Investment Management.

Last Updated: January 7, 2026

Julie is an investment manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions. She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.
Julie joined Rathbones in July 2015 following nearly nine years with Brewin Dolphin and five and a half years with Aberdeen Asset Managers in trainee and investment manager roles.

Last Updated: July 22, 2025

Jack works closely with Robert Walker, Paula Forecast and Ross Bridger, managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.
He joined Rathbones in 2023, having previously worked as an assistant portfolio manager in the discretionary investment team at Saunderson House.
Jack is a Chartered Wealth Manager and a member of the Chartered Institute for Securities and Investments (CISI). He holds a degree in Economics and Mathematics from the University of Exeter, where he graduated with a 2:1 in 2019.