Last Updated: October 1, 2025

Richard is the regional director for Rathbones’ Kendal office; along with the Kendal team, Richard manages funds on behalf of private clients, pension funds, companies and trusts.
Richard moved to the Lake District to join Rathbones in 2002, having trained and worked in London and has been investing on behalf of his clients for close to 30 years.

Last Updated: August 6, 2025

I analyse cross asset structured products for the benefit of multi-asset portfolios and bespoke mandates and co-manage specific long volatility portfolios for clients. I spend time educating a range of clients and interested advisors on what structured products are and how to use them efficiently. In addition, I am part of the Structured Products Committee.

Last Updated: September 18, 2025

I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios

Last Updated: March 2, 2026

I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries. In addition, I am a member of the Collectives Committee within Investec's Investment & Research Office which oversees the fund selection for the firm. I have a background in absolute return and have a keen interest in global macro hedge funds and alternative investments.

Last Updated: March 2, 2026

Nick joined Saunderson House (SHL) in 2007 as part of the graduate trainee programme and is now a Financial Planning Director and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Within his role he is responsible for managing clients’ overall financial planning matters, consulting with them on issues of strategy, technical matters and the construction of investment portfolios.

Last Updated: March 2, 2026

John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.
John is a member of the Society of Trust and Estate Practitioners.

Last Updated: July 22, 2025

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.

Last Updated: November 21, 2025

Bradley Wright joined Rathbones in 2021 as a Financial Planner, bringing over a decade of experience in wealth management and works closely with high-net-worth individuals, guiding them through life’s major financial milestones and providing clear, tailored advice. Previously, Brad specialised in providing advice to legal representatives of vulnerable clients, managing complex arrangements arising from large personal injury settlements.

Last Updated: October 1, 2025

Chris is a Business Development Director for London and the Southeast. He has been with the combined business for eighteen years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.

Last Updated: March 2, 2026

I head up our Sheffield office and work closely with a multitude of different clients, including private clients, trusts, charities and clients of financial advisers. My focus is very much on establishing and maintaining long-term relationships and ensuring that our office continues to deliver high service standards.

Last Updated: July 22, 2025

Tom is a graduate of Durham University, where he studied Economics. He joined Rathbones in 2014, spending two years in Operations and a year on the Dealing desk before moving into investment management.
Tom now works with Joanna Pennington-Jones in the management of portfolios, primarily for private clients, pensions and Trusts.

Last Updated: March 2, 2026

Rupert joined Rathbones in 2021 as an investment manager, having started his career with WH Ireland in 2010. He specialises in the management of bespoke private client, pension, trust, charitable and institutional portfolios.
Rupert graduated from the University of Bristol with a degree in Economics, is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the designation Chartered Wealth Manager, following completion of the level 7 Chartered Wealth Manager qualification. He is also a member of the Guild of Investment Managers.