Last Updated: July 22, 2025

Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management).

Last Updated: July 22, 2025

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients. Georgia began her career in 2013 and has over eight years of financial services experience.

Last Updated: July 22, 2025

I'm part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.

Last Updated: July 22, 2025

Nigel began his career in the City in 1974, moving into financial services sector in 1977 with stockbrokers Strauss Turnbull. In 1986 he became a member of the London Stock Exchange. During the 1990’s he worked for Societe Generale Investment Management, which was acquired by Tilney Investment Management in 2003. Tilney was acquired by The Deutsche Bank in 2007. He joined Rathbone Investment Management in June 2014.

Last Updated: July 22, 2025

Nathan joined Rathbones in 2024 as an Investment Director. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and holds a First Class Honors Degree in Economics and Finance from Loughborough University. 

Last Updated: July 22, 2025

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.

Last Updated: July 22, 2025

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs.

Last Updated: August 6, 2025

I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients' individual goals and objectives.

Last Updated: August 4, 2025

I typically help my clients and their families make informed decisions on their financial goals with the objective to maintain their desired lifestyle. This encompasses all areas of financial planning with a particular emphasis towards retirement and inheritance tax planning. My focus is to provide clients with peace of mind over their financial affairs, whilst ensuring their investments are structured in the most tax-efficient manner.

Last Updated: July 22, 2025

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Sophie joined Rathbones in 2016 where she started her career as a graduate trainee. Prior to this, she graduated with a second class honours degree in Chemistry from St Edmund Hall, University of Oxford. Sophie assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs). She is a CFA Charterholder and an Associate of the Chartered Institute of Securities and Investment (CISI).

Last Updated: August 6, 2025

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan