Last Updated: July 22, 2025

David is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. 

Last Updated: July 22, 2025

James is a director at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice, accounting and tax services for their trusts, companies and businesses.  James is a Chartered Accountant and Chartered Tax Adviser.

Last Updated: July 30, 2025

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients' personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.

Last Updated: July 22, 2025

Simon is an investment director and a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a  Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and an IMC member of the CFA Society of the UK.

Last Updated: July 22, 2025

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Last Updated: July 22, 2025

George is an Assistant Investment Manager in the London Office. He works alongside Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds. George is a CFA® charterholder, is a member of the Rathbones thematic research committee and regularly presents financial awareness course. George joined Rathbones in 2021 on the investment management graduate scheme having achieved first-class honours in Aeronautical and Astronautical Engineering from the University of Southampton in June 2021.

Last Updated: July 22, 2025

Matt joined Rathbones in 2020 in our Operations team in Liverpool before moving to London in 2021 where he now works as an Assistant Investment Manager working towards the CFA qualification. Prior to Rathbones, Matt graduated from the University of Leeds with an Economics degree before working in Australia for 2 years.

Last Updated: July 22, 2025

Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.

Last Updated: July 28, 2025

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

Last Updated: July 22, 2025

Vaughan is an investment director for Rathbones Investment Management International and sits on the company’s Investment Committee.  He joined Rathbones in Jersey in January 2008 and manages a range of private client and trust portfolios for local and overseas clients. Vaughan is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: August 6, 2025

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more.

Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the heart of our business, my priority is to help them achieve their investment goals by understanding their individual circumstances and requirements.  By building effective relationships, often including our in-house financial planning team, we can ensure we create a bespoke portfolio to reflect the clients current and future needs.