Last Updated: October 6, 2025

James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.  James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

Last Updated: October 6, 2025

Chris is a Business Development Director for London and the Southeast. He has been with the combined business for eighteen years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.

Last Updated: October 6, 2025

Julian brings 25 years’ leadership experience in global financial services businesses and charities, spanning numerous high-profile roles including vice chair of Franklin Templeton EMEA, chief executive officer of Martin Currie, chief executive officer of Source ETF and chief executive officer of Old Mutual Global Investors.

Last Updated: October 7, 2025

Tom is the investment specialist for the Rathbones Multi-Asset Portfolio fund range. Joining Rathbones in April 2025, Tom brings 13 years of financial services experience. He started his career at Brewin Dolphin in investment management, where he was part of a team managing discretionary portfolios for private clients and financial advisers. He then moved into asset management, focusing on managing professional and institutional client relationships across London and the southeast of England, firstly at Sanlam Asset Management before moving to boutique asset manager Amati Global Investors.

Last Updated: October 7, 2025

Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services.

Last Updated: October 7, 2025

Peter is an Investment Director in the Belfast office, specialising predominantly in the management of portfolios on behalf of individuals, families, pension funds and trusts. He started his career with Cunningham Coates Stockbrokers, part of Smith & Williamson, before their subsequent takeover by Tilney. Peter joined Rathbones in 2023 having worked at Investec Wealth & Investment for five years. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: October 8, 2025

A warning to investors against panic pension withdrawals, with potential for regrets and lost growth as Budget tax fears fuel premature lump-sum exits.

Last Updated: October 8, 2025

Jenny joined Rathbones in 2021 as part of the distribution team. In April 2024, she started as an engagement analyst working with all the fund management franchises to deliver Rathbone Asset Management's engagement strategy and lead direct engagements with companies. Jenny previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management. Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.

Last Updated: October 8, 2025

Jenny joined Rathbones in 2021 as part of the distribution team. In April 2024, she started as an engagement analyst working with all the fund management franchises to deliver Rathbone Asset Management's engagement strategy and lead direct engagements with companies. Jenny previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management. Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.

Last Updated: October 8, 2025

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. He is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and has earned the Institute’s Masters-level qualification. Michael holds a Bachelor of Science (Hons) in Economics and Finance from the University of Bristol, as well as a Master’s in Finance from University College Dublin.

Last Updated: October 9, 2025

Nicolas works in the investor relations (IR) function at Rathbones Group Plc. He is a seasoned capital markets professional with over 20 years’ experience. He started his career at Merrill Lynch HSBC as a business development analyst before working at IR consultancies Taylor Rafferty and Shared Value, advising international blue-chip clients on their IR programmes. Nicolas then spent 13 years at global asset manager Columbia Threadneedle Investments in external communications covering EMEA, before joining Hargreaves Lansdown in an interim role ahead of its delisting from the stock market.

Last Updated: October 8, 2025

Paul has 20 years of experience in the financial services industry and has achieved Chartered status. Paul is passionate about helping clients meet their financial planning goals as tax efficiently as possible and specialises in retirement and estate planning. Outside of his professional life, Paul enjoys spending time with his family, taking long walks with his Cocker Spaniel, Mona, running, swimming and trips away whenever possible.