Last Updated: July 22, 2025

Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Last Updated: August 4, 2025

I am responsible for managing portfolios for both private clients and clients of intermediaries. In the past I have primarily focussed on fund of fund portfolios as I managed the master portfolio service. However, I also have extensive knowledge of direct equities, having been a member of Investec's Stock Sector Committee, and look after a considerable number of clients who prefer to invest in listed equities. My involvement with intermediaries is growing year-on-year as this is an area that I am increasingly focussed on.

Last Updated: July 22, 2025

Corinne Bathgate is an investment director at Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities. She is a graduate with a Bachelor of Science in Economics from the University of Bristol. Corinne currently holds the Masters in Wealth Management and is a chartered member of the Chartered Institute for Securities and Investment. She has also been awarded the CFA UK Level 4 Certificate in ESG Investing. Corinne joined Rathbones in April 2007 and previously worked as an economic analyst.

Last Updated: July 22, 2025

Owen joined Rathbones through the graduate scheme in October 2019 and has since become an Assistant Investment Manager in the London office. He works together with Jane Sydenham, Nehal Desai & Jake Huson in providing discretionary investment management services for private individuals, pensions and trusts.

Last Updated: July 22, 2025

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

Last Updated: July 22, 2025

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise.

Last Updated: July 22, 2025

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS. Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Last Updated: August 7, 2025

Leigh-Ann Gaskins joined the company in 2019 and serves as Office Coordinator and PA to Tristan George, Head of the Cheltenham Office. With a strong focus on organisation and efficiency, Leigh-Ann plays a key role in supporting daily operations and ensuring the smooth running of the office. Her proactive approach and attention to detail make her an invaluable part of the team.

Last Updated: July 22, 2025

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients.

Last Updated: July 22, 2025

Bertie works alongside Freddie Bennett and Jessie Finelli providing personalised investment management services to individuals, their pensions and family trusts. Prior to this he managed a team in the Investment Risk department having joined Rathbones in 2018. Bertie graduated from Oxford Brookes University with a degree in Business and Geography. He is a member of the Chartered Institute for Securities and Investments (CISI) and holds the Investment Advice Diploma (IAD) and Level 7 Chartered Wealth Manager qualifications.