Last Updated: July 22, 2025

William graduated from Durham University with an honours degree in Classics and a master's in Economics. He joined Bestinvest in 2000 as an investment adviser rising to investment manager and team leader. William then joined Jupiter Asset Management in 2008 to become an investment director in the Private Client and Charities department and joined Rathbones in 2014 following their acquisition of Jupiter’s Private Client department.

Last Updated: July 22, 2025

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals.  Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities. 

Last Updated: July 22, 2025

Carl is a assistant investment manager working alongside Ian Hardcastle, Justine Peck, Phil Wyatt and Oliver Northover. He joined Rathbones in 2021 following the completion of BSc (Hons) degree in Economics / Accounting and Finance from the Aberystwyth University. Carl is an associate member of the Chartered Institute for Securities & Investments having successfully completed the Investment Advice Diploma in August 2022. Carl is currently studying toward the Chartered Wealth Manager qualification.

Last Updated: July 22, 2025

Marcus is an investment director specialising in private client portfolio management, associated self invested pension schemes and trusts. He also manages investment portfolios on behalf of charities. He is a graduate of Exeter University and the Royal Military Academy Sandhurst, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. The early part of his financial career was spent at Killik & Co in London before joining Rathbones in 1997.

Last Updated: July 22, 2025

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their risk levels and objectives, current position and long-term goals. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes, using Investec's excellent in-house research team to monitor and tailor these portfolios.

Last Updated: July 22, 2025

David graduated from the University of Newcastle Upon Tyne in 2009 with a BA (Hons) Financial & Business Economics and a MSc in Banking & Finance. He spent eight years at Brewin Dolphin, prior to joining Rathbones in 2020. David is a Chartered Fellow of the Chartered Institute for Securities & Investment, a Chartered Wealth Manager and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Last Updated: July 22, 2025

I am an investment director working in a team that looks after assets for private individuals and trusts, as well as pension schemes and charities. Additionally, I provide discretionary fund management (DFM) for a number of financial advisers across the North West. I work closely with the financial planning team in Liverpool advising on areas including inheritance tax planning and putting in place tax-efficient structures, such as SIPPs and offshore bonds, in which their investment portfolios can be managed.

Last Updated: July 22, 2025

Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Last Updated: July 22, 2025

Christie is assistant fund manager in the fixed income team.Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

Last Updated: July 22, 2025

Based in the Leeds Office, David joined Rathbones in 2023. He has over 24 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. At Rathbones, David is responsible for managing multi-asset investment portfolios for private individuals, trusts, companies and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

Last Updated: July 22, 2025

Elizabeth is an Investment Director delivering a discretionary portfolio management service, specialising in looking after large family structures, complex private clients, and trusts. Within Rathbones she chairs Investment Managers Network and a member of the Industrials and Resources Equities Selection Committee. Elizabeth and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.

Last Updated: July 22, 2025

Max joined Rathbones in September 2020. Max has a degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School. Max began his career in 2019 working at STANLIB Fund Managers in Jersey, where he worked on the multi-manager team assisting with fund research and fund analysis across all asset classes. Max holds the CISI Investment Advice Diploma and is studying towards the Level 7 Chartered Wealth Manager qualification.