Last Updated: July 22, 2025

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund. Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Last Updated: August 11, 2025

Elliot is an Investment Director who started his career in 2015. He joined Rathbones in 2020 having spent five years at Brewin Dolphin. Elliot works in a successful team alongside Julian Masters, managing investments for high net-worth individuals, charities, trusts, personal pension funds and the clients of financial advisers. Elliot is a Chartered Fellow of the CISI and a Chartered Wealth Manager. He enjoys building strong relationships with clients, understanding their goals and providing an excellent service.

Last Updated: August 6, 2025

As a Business Development Director, my role is to develop professional intermediaries' investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client's requirements. I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.

Last Updated: July 22, 2025

Ned joined Rathbones in 2020, having started his career at Smith and Williamson in 2009 where he managed a range of private client, pension and trust portfolios. He was the firm’s specialist on the UK banks sector, as well as leading collective research into UK equity and alternative credit funds. Ned graduated from the University of St Andrews in 2009, and is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Jemima joined Rathbones in October 2020 on the Graduate Scheme. She graduated with a first class degree in Management BSc from the University of Nottingham. Jemima assists Natalie Rizzi and Henry Barnes in managing investments for private clients, trusts and pensions. 

Last Updated: July 22, 2025

Nathan manages bespoke discretionary portfolios for charities, private client, trusts, pension funds, offshore bonds and corporate clients. He is a Chartered Fellow of the Chartered Institute of Securities and Investment. Nathan works with many local and national solicitors, accountants and financial advisors. He regularly presents at charity and investment seminars, with some of these leading firms. Nathan sits on the regional Chartered Institute for Securities and Investment Committee, which represents local members at a national level.

Last Updated: July 22, 2025

Fiona joined Rathbones as an investment director in 2016. At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset investment portfolios. She is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Fiona also holds a Diploma in Financial Planning with the CII.

Last Updated: July 22, 2025

I'm a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

Last Updated: July 22, 2025

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

James is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).  James recently joined Rathbones Financial Planning and has over 20 years’ experience of helping people grow, protect and enjoy their wealth, sometimes over several generations. 

Last Updated: July 22, 2025

Helen joined Rathbones in 2019, having previously worked in the private client teams of several leading London law firms.   She qualified in 2014 and advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect. Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.