Last Updated: July 22, 2025

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients.

Last Updated: July 22, 2025

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Last Updated: July 22, 2025

My particular expertise is in managing portfolios for high-net-worth individuals and families, with a focus on the interaction of personal assets, Self-Invested Pension Plans/pension assets and inheritance tax planning wrappers.

Last Updated: August 4, 2025

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

Last Updated: July 22, 2025

Matthew is an investment manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. His focus is on the construction and management of bespoke investment portfolios. He specialises in managing funds for private individuals of all ages, pensions, charities and trusts. Matthew prides himself on the high level of service that he provides to clients and being able to provide innovative solutions to meet their individual needs.

Last Updated: July 22, 2025

Ivo joined Rathbones in 2022 as an Investment Manager, having previously been at Cazenove Capital for nine years. He specialises in complex clients, coordinating investments across a number of different structures and tax restrictions. Ivo assists the team in managing over £1.6bn in assets for private clients, charities and trusts.Ivo is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds a BSc (Hons) in Biological Sciences from the University of Edinburgh.

Last Updated: July 22, 2025

Victoria is an assistant investment manager with Rathbones Investment Management International in Jersey. She has over 17 years’ experience in the finance industry, four years of which have been in Jersey in trust and private banking. Victoria joined Rathbones in 2012 having previously worked at Nomura Asset Management in London.   She is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma. Victoria also holds the Investment Management Certificate.    

Last Updated: July 22, 2025

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

Last Updated: July 22, 2025

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Last Updated: August 6, 2025

I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.

Last Updated: July 22, 2025

Mark has been the regional director since 2015, having joined Rathbones in 2001 to help open the Cambridge office. As well as being responsible for running and developing the Cambridge team, Mark has significant experience in managing private client, trust, offshore, pension fund and Charity portfolios. He has worked in the industry since his graduation in 1994.

Last Updated: September 8, 2025

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.