Last Updated: October 9, 2025

Kirsty is an investment director helping individuals and their families maximise their wealth and take control of their finances principally through bespoke discretionary portfolios in general investment accounts, trusts, ISAs, pensions, and offshore bonds. She is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Governor at Elmhurst Ballet School.

Last Updated: October 10, 2025

Ellie manages investment portfolios for a range of clients including individuals, families and charitable organisations. She works primarily with Regional Director, Adam Drummond. She graduated from the University of Strathclyde with a first class honours degree in International Business and Finance and joined the Speirs & Jeffrey investment team in 2018. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: October 9, 2025

Max is an Assistant Investment Manager based in the London office. He works amongst a wider team of eight other investment professionals providing bespoke investment solutions for a wide range of clients, helping them to achieve their objectives. He also works closely with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and intergenerational planning.

Last Updated: October 10, 2025

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

Last Updated: October 10, 2025

Two-thirds of IFAs say clients seeking pre-Budget changes are their biggest challenge, as pension and inheritance tax concerns drive a surge in adviser enquiries.

Last Updated: October 10, 2025

Adam is an Investment Director and Head of the Glasgow office.

Last Updated: October 17, 2025

Rathbones warns a UK wealth tax could drive £100bn abroad, cost £600m to set up, and hurt growth—urging property-based taxes instead.

Last Updated: October 17, 2025

As Head of London & East Distribution, my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service.

Last Updated: October 14, 2025

I work alongside James Wallace, John Wilkinson and Simon Powell-Jones managing investment portfolios for a wide range of Direct and Financial Adviser clients including High-Net-worth individuals, Charities, Pensions, Offshore-Bonds, Trusts and Corporate accounts.

Last Updated: October 14, 2025

As a Trainee Investment Manager, I work closely with our Investment Managers to support them with day-to-day activities, such as portfolio management, preparation of investment reports and general client queries.

Last Updated: October 14, 2025

As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts. I'm passionate about delivering high levels of customer service to our clients.

Last Updated: October 14, 2025

I have worked for the company for 17 years, starting at Christows, then Williams de Broe, then Investec Wealth & Investment, and now Rathbones. I am a personal assistant for the investment directors of the Exeter office and my job is to provide secretarial support to them and the rest of the team in the office.