Last Updated: March 2, 2026

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

Last Updated: July 22, 2025

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds.

Last Updated: March 2, 2026

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest. Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals. Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.

Last Updated: March 2, 2026

Jane is an investment director, specialising in the management of portfolios for individuals, family groups and their associated trusts, charities and pension funds.

Last Updated: March 2, 2026

Rupert is a director – corporate development and is part of the team responsible for coordinating the M & A activities for the Group and leading Group-wide strategic projects.
Prior to joining Rathbones in March 2015, Rupert spent 15 years in corporate finance at Hawkpoint Partners and subsequently Canaccord Genuity, where he advised a wide variety of financial services companies on M&A and financing transactions, with a particular focus on the investment management and private banking sectors. He is a Chartered Fellow of the Securities Institute.

Last Updated: March 2, 2026

Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds.

Last Updated: March 2, 2026

Tim joined Rathbones in 2018 as an investment director. He is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Last Updated: January 7, 2026

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

Last Updated: March 2, 2026

I am part of the research team, with responsibility for our coverage of direct UK equities. Specifically, I cover the travel and leisure, support services, aerospace and defence, utilities and beverages sectors. We look for the most compelling investment opportunities for our clients within the Developed Market listed equity universe. As a team we do this through having sector specialisms, a bottom-up approach to analysis with rigorous due diligence and peer review. I have an interest in ESG investing, and helped develop our ESG analysis of direct equities.

Last Updated: March 2, 2026

Will joined Rathbones in 2005, starting afresh in the Investment Management world after completing a degree in Modern History from Oxford University and then a county cricket career with Hampshire.As Head of South, he oversees the Rathbones’ offices across the region as well as running the Winchester office. He is a Chartered Member of the CISI.

Last Updated: July 22, 2025

My priority is helping my clients achieve their financial goals by understanding their current position, requirements and financial objectives, in order to create and manage a tailored investment portfolio that suits their present and future needs. I mostly specialise in providing investment advice, building bespoke portfolios with the best blend of different types of investment asset, to deliver achievable returns within the client's tolerance for volatility.

Last Updated: October 27, 2025

My priority is assisting clients in meeting the objectives set for their portfolios, whilst keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA's and trustees, managing a wide range of portfolios including general investment accounts, ISA's, SIPP's, offshore bonds and trusts.