Last Updated: March 2, 2026

Adam is an investment manager and has worked in private client investment management since 2011. He joined Rathbones in 2017 having previously worked at Redmayne-Bentley.
Adam completed a Masters in Wealth Management in 2017. This is the highest qualification the Chartered Institute for Securities and Investment offers. He graduated from University in 2008 with a 2:1 degree in Business Management with Finance and Economics.
Adam specialises in discretionary investment management for private clients, trusts, charities and personal pension funds (SIPPs).

Last Updated: February 4, 2026

Jake works alongside David Shepherd, Christopher James & George Steger in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics from the University of Kent.
Jake is a member of the Chartered Institute for Securities & Investment (CISI) having completed the Chartered Wealth Manager qualification and Investment Advice Diploma.

Last Updated: March 2, 2026

Ross joined Rathbones in July 2019 following the integration from Speirs & Jeffrey. He assists two Investment Director

Last Updated: July 21, 2025

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.

Last Updated: March 2, 2026

Rowan started her career as an investment analyst in October 2008, just after Lehman Brothers fell, and has been living in interesting times ever since. After earning her degree in PPE from Oxford, she joined Ruffer as an equity analyst, before moving to Orbis five years later. After a detour into working for a quant fund, dataffirm, Rowan joined Rathbones in 2020. She is a CFA charterholder.

Last Updated: January 12, 2026

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Last Updated: July 22, 2025

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

Last Updated: February 13, 2026

As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role.

Last Updated: July 22, 2025

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

Last Updated: March 2, 2026

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator.
He started his administrative career in 1994 and has worked in various administration roles throughout his career.
Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Last Updated: July 22, 2025

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.

Last Updated: March 2, 2026

Matthew has recently joined Rathbones as an investment director having over 23 years of investment experience managing portfolio for individuals, trusts, charities and pension funds at Quilter Cheviot.
He is a Chartered Fellow of the CISI as well as being a long serving committee member and ex-president of the Manchester District of the CISI. He holds a BA (Hons) degree in Accounting & Finance from the University of Manchester.