Last Updated: July 30, 2025

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

Last Updated: July 22, 2025

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.

Last Updated: July 22, 2025

As a Portfolio Manager, I work closely with other Investment Managers, Investec's in-house research teams as well as external fund managers to identify investment opportunities, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Last Updated: July 22, 2025

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.

Last Updated: July 22, 2025

I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

Last Updated: July 22, 2025

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives.

Last Updated: July 22, 2025

I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Last Updated: July 22, 2025

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I am the Head of our Edinburgh Office.

Last Updated: July 22, 2025

Richard has responsibility for investment management special projects including recruitment. He also manages a large number of client portfolios. He joined the Group Executive Committee in July 2015. 

Last Updated: July 22, 2025

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

Last Updated: July 22, 2025

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth.

Last Updated: July 22, 2025

I provide high quality financial planning and investment advice to private clients.