Last Updated: July 22, 2025

Phil is an investment director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply. Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager. Phil is responsible for managing investment portfolios for private individuals, trusts and SIPPs.

Last Updated: July 22, 2025

Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years.  Samantha started her career at Lazard Asset Management.  Throughout her career she has looked after large family groups and both public and private charities.  She specialises in succession planning for large family groups and divorce.

Last Updated: July 22, 2025

Freddie is an investment director, managing a range of investment portfolios for individuals and their associated pensions, trusts and investment companies. He joined Rathbones in 2018 having worked at Quilter Cheviot since 2008. Freddie is a Chartered Member of the Chartered Institute for Securities and Investment.  He has a degree in Business and French from the University of Manchester.

Last Updated: July 17, 2025

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit. I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.

Last Updated: July 22, 2025

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards. Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

Last Updated: July 22, 2025

James is head of sales support for Rathbones’ distribution to financial advisers. He is responsible for business development co-ordination and the support provided to adviser firms in their use of our discretionary services.

Last Updated: July 22, 2025

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term. I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Last Updated: August 6, 2025

My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities.

Last Updated: September 3, 2025

Alex Neilson is an Investment Director in our Liverpool office and joined Rathbones at the start of 2023, previously having worked at Investec in London and more recently Cazenove Capital in Chester & Manchester.He has over 10 years of investment and portfolio management experience looking after complex family arrangements, charities, pensions, trusts and has a particular interest in owner managed businesses and entrepreneurs.

Last Updated: July 22, 2025

Jessica is a Chartered Financial Planner and joined Saunderson House, now Rathbones Financial Planning, in March 2020. Jessica enjoys helping clients to achieve their long term goals, by carefully constructing a plan to address their unique personal and financial circumstances. Jessica works with clients on a holistic basis, helping to plan for their future through wealth accumulation, tax planning and mitigation, retirement planning and estate and inheritance tax planning.

Last Updated: July 22, 2025

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and became a member of the Society of Trust and Estate Practitioners in 2015.  Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.

Last Updated: July 22, 2025

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage. Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.