Last Updated: October 1, 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 1, 2025

Ines is a Business Development Executive responsible for supporting, engaging, and building relationships with financial advisers, intermediary clients, and wealth managers across the North of England. Prior to this, Ines began her career at Schroders, joining the Sales team as an apprentice and progressing to a Business Development Executive.

Last Updated: October 1, 2025

Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. She also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.

Last Updated: October 1, 2025

Alison is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) with over 20 years of experience in wealth management. As a Senior Investment Director at Rathbones, she specialises in creating and managing bespoke investment portfolios for individuals, families, trusts (including personal injury trusts), pension funds, and charities. Known for her thoughtful and down-to-earth approach, Alison works closely with clients and professional advisers to ensure financial goals are met with care and precision.

Last Updated: October 1, 2025

Steve is the Head of the Strategic Partnership and Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company.

Last Updated: October 1, 2025

David is the head of sustainability and lead fund manager of the Rathbone Greenbank Global Sustainability Fund at Rathbones Asset Management. David joined Rathbones in June 2014 after 14 years working in equity analysis and fund management, including time at Hermes and Goldman Sachs. David is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. He graduated with a BSc (Hons) in Economics and Politics from the University of Southampton.

Last Updated: October 1, 2025

David is the head of sustainability and lead fund manager of the Rathbone Greenbank Global Sustainability Fund at Rathbones Asset Management. David joined Rathbones in June 2014 after 14 years working in equity analysis and fund management, including time at Hermes and Goldman Sachs. David is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. He graduated with a BSc (Hons) in Economics and Politics from the University of Southampton.

Last Updated: October 1, 2025

Sam is the Head of Discretionary and Global Financial Institutions. Before this he was a Business Development Director at Franklin Templeton, for seven years, with responsibility for establishing and maintaining relationships across multi-managers, global financial institutions, private banks, family offices, DFMs and advisory clients. He also spent seven years at Hermes Fund Managers in wholesale business development in the UK and Channel Islands.

Last Updated: October 1, 2025

Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Last Updated: October 1, 2025

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a voting member of the Rathbones Diversifiers Investment Committee. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

Last Updated: October 1, 2025

James has been working in Financial Services for over 25 years and joined Rathbones from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. His role is to manage the distribution teams at Rathbones Asset Intermediary Distribution teams who service our Intermediary clients, including financial advisers, wealth managers, banks, platforms, and institutions.

Last Updated: October 1, 2025

James has been working in Financial Services for over 25 years and joined Rathbones from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. His role is to manage the distribution teams at Rathbones Asset Intermediary Distribution teams who service our Intermediary clients, including financial advisers, wealth managers, banks, platforms, and institutions.