Last Updated: July 22, 2025

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create.

Last Updated: July 22, 2025

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013. Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations. Kerry is a member of the Society of Trust and Estate Practitioners.

Last Updated: July 22, 2025

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

James Goodhew joined the Private Client department of Rathbones in 2004 as a graduate trainee and is now an Investment Director responsible for over £500m of client portfolios. James is a Member of the Chartered Institute for Securities and Investment, won the Wealth Management Association award for achieving a top Distinction in the Private Client Diploma Examination in 2006, was named one of PAM’s ‘Top 40 under 40’ in 2022 and most recently featured in the Spear’s Wealth Management top high net worth advisors in 2024.

Last Updated: July 22, 2025

Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of investment risk director for Rathbone Asset Management.

Last Updated: July 22, 2025

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk.

Last Updated: July 22, 2025

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

James is an investment director in the London office and is responsible for managing investments for private clients, including their pensions, companies and charities. James also sits on the Investment Committee with responsibility for selecting North American collective investments. Prior to joining Rathbones in 1997, and after graduating, James worked in financial public relations with ABS Communications.

Last Updated: July 22, 2025

I work within the Investec Private Office team and I am responsible for advising high net worth individuals and their families on their long-term Wealth Management strategies. I am able to draw upon the vast experience and knowledge of my specialist Financial Planning and Private Banking colleagues to deliver flexible, tailored solutions to my clients across the full spectrum of their financial affairs.

Last Updated: July 22, 2025

Shivee joined Rathbones in 2023 and has started on the graduate trainee investment management programme. This is her first job after graduating from the London School of Economics and Political Science in July 2023 in BSc Management. Shivee also completed a summer internship in M&A during her second year of university.

Last Updated: July 22, 2025

Charles is an investment director, he is responsible for the management of private client portfolios, including trusts, charities and pension funds (SIPPs). Charles began his career as a trainee stockbroker with Charles Stanley & Co in 1986 before joining Laurence Keen in 1990, which was acquired by Rathbones Group Plc in 1995. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment.