Last Updated: March 2, 2026

James is an investment director, graduating from the University of Warwick in 2002 with a BSc (Hons) in Maths and Philosophy. He worked for Friends Provident before joining Rathbones in 2003, working for the Unit Trust division.James subsequently joined the private client business of Rathbones in 2007 and now manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts. He also spent over ten years sitting on the Rathbone UK Stock Selection Committee.

Last Updated: July 22, 2025

I am an investment director based in our Manchester office with over 20 years experience. I aim to provide outstanding service to my clients, working closely together to produce the right investment outcome.

Last Updated: November 11, 2025

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies.

Last Updated: February 2, 2026

Appointed: 21/01/2015
Experience, skills and contributions
Sarah joined Rathbones Board in 2015 and was appointed Senior Independent Director in 2022. Sarah was Chair of the Remuneration Committee from June 2017 and August 2023 and was a designated Non-executive Director of the firm’s workforce engagement programme between 2019 and 2023.Sarah brings the following key skills to the Board which supports the firm’s strategy: banking, digital marketing, risk management, corporate governance and regulatory experience.

Last Updated: March 2, 2026

Findlay joined Rathbones as an investment manager in 2018 and manages discretionary portfolios for private individuals, pension funds, family trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a member of the Overseas Equity Committee, contributing to the investment process at Rathbones.
Findlay graduated from Loughborough University with a degree in Economics & Finance before starting his career at Charles Stanley.

Last Updated: July 22, 2025

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.

Last Updated: March 2, 2026

Camilla is an investment director and has worked in private client fund management since 2011. She joined Rathbones in 2011 having previously worked at Lyxor Asset Management, part of the Societe Generale Group.Camilla graduated from the University of Edinburgh gaining a 2:1 in Geography in 2010 and is now a Chartered Fellow, FCSI, of the Chartered Institute for Securities and Investment, having completed the Chartered Institute for Securities and Investment Masters in 2014.

Last Updated: March 2, 2026

John is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. Prior to joining Rathbones in January 2020, John spent nine years at Tilney as a portfolio manager. He holds an Honours Degree in Business Economics and is a member of the Personal Finance Society and a Chartered Fellow of the Chartered institute for Securities and Investments. John has attained the Diploma in Regulated Financial Planning from the CII and the Chartered Wealth Manager qualification from the CISI.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Rathbones’ in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies.

Last Updated: March 2, 2026

Kitty joined Greenbank in June 2020. She has a Bsc (Hons) in Geography from the University of Gloucestershire and began her career at The New Zealand Red Cross. Kitty has completed part one of the CISI level 3 Investment Operations Certificate and is working towards completing the remaining two exams.

Last Updated: March 2, 2026

Gerry is a business development director and is a key point of contact for financial advisers in the North of England. He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market. He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations. In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner. In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the

Last Updated: July 22, 2025

Christy heads up the tax advantaged investments proposition at Rathbones, where she is responsible for delivering a structured approach, with thorough due diligence, that will provide clients greater opportunity to invest in this space. Prior to joining Rathbones, Christy was involved in advising, identifying, and executing financial strategies, and supporting UHNW families at Fry Family Office. Christy is a Certified Financial Planner, who started her career working alongside accountants and solicitors to best support their clients.