Last Updated: July 22, 2025

Richard began his career with Rathbones Trust Company in February 2023 as a Trust Administrator. He is a graduate of BA History from the University of Northampton, and has previous professional experience in the property industry.Richard's role is to support the case managers within Rathbones Trust Company to ensure that our clients’ needs are met.

Last Updated: August 8, 2025

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

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc). Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts. He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

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: July 22, 2025

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.

Last Updated: July 22, 2025

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: July 22, 2025

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones.

Last Updated: July 22, 2025

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: July 22, 2025

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: July 22, 2025

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester.

Last Updated: July 24, 2025

Ruth Leas was appointed as a non-executive director on 21 September 2023.