Last Updated: July 22, 2025

Ian is an investment director and has over 30 years’ experience in the discretionary management of investment portfolios. After graduating in 1982 Ian joined Strauss Turnbull where he spent 20 years managing international portfolios for private individuals, trusts and corporate funds before joining Rathbones’ Edinburgh office in 2003. Ian became a Chartered Member of the Chartered Institute for Securities and Investments in 1986.

Last Updated: July 22, 2025

Dallas joined Rathbones in 2024 as a client service executive having previously worked at Evelyn Partners.

Last Updated: July 22, 2025

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. 

Last Updated: July 29, 2025

Andy joined the firm in April 2020 as Chief Operating Officer and is accountable for operations, change, technology and facilities. He began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University.

Last Updated: July 22, 2025

My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients' circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation.

Last Updated: July 22, 2025

Natalie joined Rathbones in 2020 as head of business development, charities, following her previous role as business development manager at Brewin Dolphin. Natalie has also worked at Heartwood Investment Management and specialises in charities, trust and other not-for-profit organisations. 

Last Updated: August 6, 2025

My role is to lead on the Governance arrangements for the IRO and ensure that the structures and processes we have in place lead to achievable, client focussed actions and outcomes. Working with the Committee Coordinators, I act as a point of contact to support the running of effective meetings. I am the point of contact for the Investment Committee and I work closely with the group of IM's who take questions and feedback to the Committee members.

Last Updated: July 22, 2025

Michael is an investment director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions.  Michael graduated from Aberdeen University with a degree in Economics and Accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: July 22, 2025

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals in a tax efficient way, whilst looking to generate the best investment returns from their assets. I work closely with each client to build a tailored financial plan, based on their current position and financial goals, which will deliver the best outcome for their present and future needs. I then implement that plan, investing their funds according to their risk profile and investment preferences.

Last Updated: July 22, 2025

James joined Rathbones in June 2015. He started his career in 2010 with the RBS Wealth Management graduate scheme which entailed roles with Coutts & Co in London and Adam & Company in Edinburgh. Latterly he became a private banker with Adam & Company, managing a portfolio of high net worth clients.James is a Chartered Fellow of the Chartered Institute of Securities and Investments and has obtained the Chartered Wealth Manager qualification. James also holds a first class honours degree in Economics (BSc).

Last Updated: August 5, 2025

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.