Last Updated: July 22, 2025

Oliver is an investment manager based in the Winchester office and manages private client, SIPP, trust and charity portfolios. He previously spent three years at HSBC Global Asset Management before joining Rathbones in 2013. Oliver graduated from the University of Durham in 2006 with a master's degree in Finance and Investment and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Last Updated: July 22, 2025

Nicola is a client service executive for James Mayes and James Campbell-Grey, having worked at Rathbones for five years, and has responsibility in her cloud for coordinating marketing events. She is also a mental health first aider and a member of the company’s Diversity Committee. She previously managed a team in the research distribution department at Barclays Capital and worked in marketing at several institutional asset managers, including Deutsche Morgan Grenfell. She studied Italian and Classical History at Leeds University, and is fluent in Italian.

Last Updated: July 22, 2025

As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities.

Last Updated: July 22, 2025

Evangelos is an investment director who joined Rathbones in early 2012. He is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. He is a voting member of the firm’s Strategic Asset Allocation Committee and the Fixed Income Committee. For the last three years, he has also covered fixed income and commodities fund research, sitting on the Respective Collectives Committees. 

Last Updated: July 30, 2025

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.

Last Updated: August 4, 2025

As a Business Development Director my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service.

Last Updated: July 22, 2025

Tim is an investment director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations.

Last Updated: July 22, 2025

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.

Last Updated: July 22, 2025

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance.  Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Last Updated: July 22, 2025

Oliver assists Tim Johnson in managing discretionary private client investment portfolios, together with a number of charities, city livery companies, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones in April 2016 having previously worked at First Trust Global Portfolios. He is a member of Rathbones International Investment Committee supporting investment directors to provide investment management services to non-UK resident clients.

Last Updated: July 22, 2025

Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.