Last Updated: July 22, 2025

Harry joined Rathbones in April 2018 having graduated from the University of Leeds with a BSc (Hons) in Biochemistry. His role as an investment manager involves managing portfolios on behalf of a diverse range of clients which include private clients, personal pensions, family investment companies, charities, trusts and international clients. Harry also has experience managing unit trusts for larger mandates. 

Last Updated: July 22, 2025

I'm a founding director of the Birmingham office, with more than 25 years' experience of managing segregated investment portfolios. During this time, I've specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I'm supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives.

Last Updated: July 22, 2025

I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.

Last Updated: July 22, 2025

Martha joined Rathbones as an investment director in 2016.  At Rathbones Martha concentrates on investments for private individuals, their pensions and family trusts, specialising in the management of multi asset investment portfolios.  Martha is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Last Updated: July 22, 2025

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk.

Last Updated: July 22, 2025

Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning.  Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children.

Last Updated: July 22, 2025

Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.

Last Updated: July 22, 2025

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

Last Updated: July 22, 2025

Sammy co-manages the Rathbones Global Opportunities Fund with James Thomson. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan- European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.

Last Updated: July 24, 2025

Terri was appointed as a non-executive director in July 2018 and is chair of the risk committee.

Last Updated: July 22, 2025

Matthew joined Rathbones as an investment director in June 2014.  He specialises in managing investment portfolios for private clients, pension funds, trusts, charities and private companies.  Matthew began his career in 1994 at Robson Cotterell which went on to become part of Charles Stanley in 2002.  He was an investment manager at Deutsche Bank Asset & Wealth Management for 6 ½ years before joining Rathbones. 

Last Updated: July 22, 2025

I specialise in investment management and I've seen pretty much everything since the 1987 stock market crash, through the internet boom, 911, Global Financial Crisis and current Coronavirus pandemic. We have always delivered for the clients and their portfolios continue to get stronger and stronger. I have a very diverse range of clients which gives great diversity of experience.