Last Updated: March 23, 2026

In this podcast, you'll hear some of the issues around inheritance tax planning. Find out why it’s important to talk to your family so that everyone has a chance to express their point of view, as well as the issues to consider when thinking about the most efficient ways to pass on your wealth.

Last Updated: March 23, 2026

Joel began his career at Rathbones via a two‑year apprenticeship scheme, covering both Investment Management and Financial Planning roles.
Upon graduating, Joel spent just under four years working within the financial planning team, completing his Advanced Diploma by the age of 23.
He then joined Artorius Wealth before moving to Investec in June 2022, becoming a Financial Planner in November 2024.
Outside of work, he enjoys staying active through sports including padel, tennis and golf. He is also an avid Evertonian (depending on their run of form).

Last Updated: March 24, 2026

As the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets.

• The Sharpe End Podcast

Last Updated: March 24, 2026

Partner with Rathbones to guide clients through life’s big changes — structuring wealth and delivering clarity for confident financial decisions.

• Professional Partners

Last Updated: March 24, 2026

Michael is an investment director and manages portfolios for a wide range of clients from individuals and families to pension funds and trusts.
Michael graduated from Aberdeen University with an honours degree in Political Studies, and Stirling University with an MSc in Investment Analysis. He joined Speirs & Jeffrey in 1999 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 24, 2026

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

Last Updated: January 20, 2026

Marc is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Marc is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) with merit. In addition, he holds the Investment Advice Certificate (IAC) and Investment Management Certificate (IMC).

Last Updated: January 20, 2026

Rob is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Rob is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) and also holding the Investment Management Certificate (IMC). Rob began his career at HSBC Asset Management in Jersey prior to taking up a secondment with HSBC Private Bank in Dubai.

Last Updated: January 26, 2026

Life’s major transitions whether sudden or expected can create emotional, practical and financial pressures. During these moments, having a clear, supportive financial plan can give you the confidence and space to make decisions at the right pace.
This guide outlines the key considerations across life’s major turning points, helping you move forward with clarity.

• Financial Planning
• Knowledge And Insights

Last Updated: January 26, 2026

Planning for the future is about more than financial security. It’s about shaping a legacy that reflects who you are, what you value and how you want to support the people and causes that matter to you. Clear planning helps your wealth be managed intentionally and passed on in a way that aligns with your wishes, where possible.
This guide brings together the core considerations around inheritance planning, estate structuring and legacy design, helping you make informed, confident decisions.

• Financial Planning
• Knowledge And Insights

Last Updated: January 28, 2026

With Greenland on President Trump’s bucket list of places to acquire, he’s threatened tariffs for any country opposing a “total” purchase. Stock markets are showing some nervousness, but we’re hopeful that the “Donroe Doctrine” will be another example of escalation followed by de-escalation.

• Weekly Digest
• Economics
• Financial Adviser Insights

Last Updated: January 21, 2026

George is an Investment Manager helping clients with the ongoing management of their portfolios and ensuring clients' investments help them to meet their financial goals.
He joined Rathbones in 2023 having previously worked at a boutique wealth management firm for 8 years where he also looked after private clients, charities and trusts.
George is a Fellow of the Chartered Institute for Securities and Investment.