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John Cubitt

Last Updated: September 30, 2025

I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future.

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Abbey Wilcox

Last Updated: September 30, 2025

As an Investment Administrator, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Rathbones. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.

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James Swaby

Last Updated: September 30, 2025

James heads the Regional Portfolio Management Team at Rathbones. He joined the firm in 2014 to establish a team dedicated to the day-to-day management of client portfolios. His team oversees assets across the Birmingham and Cheltenham offices, with responsibility for portfolio strategy, investment performance, and risk governance. James began his career in financial planning before moving into investment management, where he managed multi-asset and bespoke portfolios, and contributed to research and tactical asset allocation.