Last Updated: July 22, 2025

David graduated from the University of the West of England in 1998 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. David started his career in Investment Management for Greig Middleton before joining Rathbones in 2001. He manages investments for charities, pension funds, trusts and private clients.

Last Updated: July 22, 2025

Anna joined Rathbones in September 2020 as part of the graduate entry programme. She is an assistant investment manager supporting James Cooke with discretionary portfolio management, investment selection and client relationships. The team specialises in looking after large family structures, complex private clients, pension schemes and trusts. Anna and the team aim to provide comfort to their clients through building strong relationships and conscientious wealth management. 

Last Updated: August 4, 2025

I manage and advise on a broad range of investment portfolios on behalf of private individuals, trust and charities. I lead a team of seven senior fund managers.

Last Updated: July 22, 2025

Megan began her career in financial services in 2015 at Link Asset Services where she was involved in all aspects of shareholder support pertaining to corporate events and client queries. In 2018, Megan moved to Arbuthnot Latham where she spent two years providing administrative support to the investment management team. As part of her role, Megan was responsible for client onboarding and the transfer of clients’ assets. Megan joined Rathbones in 2020 as a client service executive and provides administrative and investment support to the team and their clients.

Last Updated: July 22, 2025

Peter is primarily responsible for the growth and servicing of our professional intermediary client base, with an emphasis on Jersey. He joined Rathbones in August 2022 and has 14 years’ experience in financial services. He relocated to Jersey in 2009 with Capita Asset Management Limited before joining Jersey Finance where he promoted Jersey’s financial services industry in Asia, Middle East and Sub-Sharan Africa. Most recently he was Head of Trustee solutions for Brooks Macdonald International. Peter is a member of STEP, CISI and CIM.

Last Updated: July 22, 2025

I provide advice and portfolio management services to a diverse range of private clients, trustees, charities and pension investors, and I have specialist experience with insurance company clients with solvency II reporting requirements. I take great pleasure in working closely with my clients to guide them with their finances and managing their assets in order to develop long term plans.

Last Updated: August 11, 2025

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service. My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular specialist client needs.

Last Updated: July 22, 2025

I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments.

Last Updated: August 29, 2025

I lead the fixed income investment team and contribute to a number of the key investment committees including Global Investment Strategy Group, Asset Allocation and Investment Committee. I am the chairman of the Fixed Income Investment Selection Committee. I advise the company on its bank lending as part of the Cash & Credit Management Committee. I work with many of the largest institutional clients of the business including insurance companies, pension funds, corporates, charities and high net worth individuals.

Last Updated: July 22, 2025

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances.

Last Updated: July 22, 2025

Shelly manages the Investor Relations function at Rathbones Group Plc.  She started her career in Toronto working for TD Securities before moving to the UK to join the London Stock Exchange where she held various roles that allowed her to build her experience of listing rules and annual Plc practices. She then joined the Investor Relations practice of Citigate Dewe Rogerson where she worked with a number of large UK and European listed clients across a range of industries executing their investor relations programmes.

Last Updated: July 22, 2025

Kate joined Rathbones as an Investment Director in 2016 and is based in our Winchester office. She concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset portfolios. Within Rathbones, Kate sits on various committees including our Vulnerable Client Panel as well as specialist teams focussed on supporting Entrepreneurs and Divorcee clients.