Last Updated: January 5, 2026

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients' personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.

Last Updated: March 2, 2026

Simon is an investment director and a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and an IMC member of the CFA Society of the UK.

Last Updated: July 22, 2025

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Last Updated: January 19, 2026

George is an Associate Investment Manager in the London Office. He works alongside Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.
George is a CFA® charterholder, is a member of the Rathbones thematic research committee and regularly presents our financial awareness courses.
George joined Rathbones in 2021 on the investment management graduate scheme having achieved first-class honours in Aeronautical and Astronautical Engineering from the University of Southampton in June 2021.

Last Updated: July 22, 2025

Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.

Last Updated: October 3, 2025

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

Last Updated: August 6, 2025

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more.

Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the heart of our business, my priority is to help them achieve their investment goals by understanding their individual circumstances and requirements. By building effective relationships, often including our in-house financial planning team, we can ensure we create a bespoke portfolio to reflect the clients current and future needs.

Last Updated: March 2, 2026

Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player.

Last Updated: September 30, 2025

Tomas Owen-Jones joined Rathbones in 2018 having previously worked for Border Asset Management. He began his career as a financial planner in 2011, before moving to work as an Investment Manager in 2012.
Tomas graduated from the University of Liverpool, where he gained his Economics Degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: January 28, 2026

Sally joined Rathbones in July 2023 after 18 years working at Investec Wealth & Investment, gaining extensive experience in both Investment Management and Financial Planning during that time. Sally performs the role of Associate Investment Manager for a variety of client portfolios; working predominantly with advisers. Sally has a degree in Geography and is a member of the Chartered Institute for Securities and Investment, achieving the Diploma in Investment Advice (Securities) in 2005 and the Diploma in Investment Advice (Financial Planning & Advice) in 2020.

Last Updated: March 2, 2026

I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner, a Fellow of the Personal Finance Society, and have been part of Rathbones Financial Planning since the acquisition of SHL in October 2021.
I have been authorised to provide advice directly to clients since 2012, and for much of my career took on a technical role alongside managing client relationships.