Last Updated: April 28, 2026

Explore Rathbones’ Responsible Business Update for 2025, highlighting our impact on clients, colleagues and communities, alongside strong governance.

Last Updated: April 28, 2026

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire. Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.

Last Updated: April 28, 2026

I have spent my career in the Northwest looking after and managing the investments for wealthy individuals, charities, trusts and corporates.
Over the last 25 years I have built relationships with professional intermediaries as well as key client advisers which allows me to work in partnership the most efficient and effective solutions.
From the Manchester office, I manage the overall portfolio as well as providing the support, administration which is all underpinned by the highest standard of service.

Last Updated: April 28, 2026

This article forms part of our "Spotlights: Impacts in action" series looking at the impact our responsible business framework is having on clients, colleagues, communities and governance.

• Responsible Business Spotlight - Colleagues

Last Updated: April 28, 2026

Rory joined the Rathbones Greenbank team in April 2023, bringing with him six years of experience across various roles in financial services. As an Associate Investment Manager, he supports the management of client portfolios with a focus on ethical and sustainable investment strategies.
Rory holds a BSc (Hons) in Business Management from Cardiff University, awarded in 2017. He has completed the CISI Investment Advice Diploma and is currently working towards achieving the CISI Chartered Wealth Manager Qualification.

Last Updated: April 29, 2026

Keep more, grow more. Every pound saved from tax today is a pound compounding tomorrow. Make sure you’re optimising your clients finances for tax purposes with our useful tips.

• Financial Adviser Insights

Last Updated: April 29, 2026

Learn how Rathbones supports colleagues who experience physical disabilities, chronic illnesses, mental health conditions, sensory impairments and neurodivergence.

• Diversity And Inclusion
• DisAbility

Last Updated: April 25, 2026

Fears of a spike in inflation and an increasingly hawkish tone from central banks have driven exceptional volatility in government bond markets. While growth risks are underestimated, selective opportunities have been emerging in gilts.

Last Updated: April 30, 2026

The longer the Strait of Hormuz stays closed, the greater the disruption to the global economy. Recognising this risk, we're continuing to build resilience into portfolios.

• Weekly Digest
• Economics
• Financial Adviser Insights
• Economy
• Oil
• Volatility
• Stock Market
• Insights For Charity
• Iran

Last Updated: April 30, 2026

None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.

• Life In Retirement

Last Updated: April 30, 2026

Not many of us want to forgo our lifestyle, especially when we are younger, but making an effort to think ahead and invest more at an early age can have an amazing impact on our wealth as we get older.

• Invesment
• Saving For Retirement

Last Updated: April 30, 2026

The UK tax system is complex, but the right planning can make a meaningful difference. This clear, practical guide explains how tax‑aware decisions can help protect your wealth and support your long‑term goals.