Last Updated: July 22, 2025

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities.

Last Updated: July 22, 2025

Niki is an assistant investment manager with more than 17 years’ experience in assisting with the day to day management of private clients, SIPP, trust and charity investment portfolios. Niki also plays an integral role in the management of portfolios on behalf of professional advisers. She is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Last Updated: July 22, 2025

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

Last Updated: July 25, 2025

Gemma joined Rathbones as Head of Charities Distribution in February 2025. 

Last Updated: August 6, 2025

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

Last Updated: July 22, 2025

I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

Last Updated: July 22, 2025

James is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 1993 having moved from Sheppards and Chase (IW&I) which subsequently became part of Rathbones during September 2023.James heads his team and has worked alongside James Mayes since 1993.James specialises in private client portfolio management, associated trusts, self-invested pensions schemes as well as charities. In addition, he holds an SEC license.

Last Updated: July 22, 2025

I manage portfolios on behalf of individuals, trusts and charities, along with corporate and personal pension schemes.

Last Updated: September 19, 2025

A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.

Last Updated: July 25, 2025

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years. Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.

Last Updated: July 17, 2025

Harvey joined Rathbones in 2024 as a trainee on the portfolio management desk where he assists with discretionary management of client portfolios, supports and liaises with the Investment Managers on investment decisions, and undertakes day-to-day portfolio management responsibilities. He studied Philosophy, Politics and Economics at the University of Nottingham and holds the Investment Management Certificate.

Last Updated: July 17, 2025

Michal Hall joined Rathbones in 2025 as a Paraplanner based in the Guildford office. She works closely with Financial Planners and the Wealth Administration team to produce tailored financial reports for clients. Michal began her career in South Africa, where she spent a decade developing her expertise in Paraplanning before relocating to the UK two years ago to continue in the profession.