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Family matters (and markets)
Last Updated: May 1, 2026
For years the FTSE 250 has been described as unloved, overlooked and somehow perpetually disappointing. And yet, over a full investing lifetime, it has quietly delivered. Rathbone UK Opportunities Fund Equity Analyst Robbie Carr reflects on becoming a new father, the underestimated resilience of UK mid caps, and why the middle child of equity markets deserves a reassessment.
David Kness
Last Updated: May 1, 2026
David Kness is an Investment Director at Rathbones, based in the firm’s Winchester office. He works closely with private clients, families, trustees, and professional advisers, providing bespoke discretionary investment management aligned to clients’ long term objectives, risk profiles, and tax considerations.
Monthly Digest: Volatility returns
Last Updated: May 1, 2026
The surface calm of markets has been disrupted by an escalation of conflict in the Middle East. Oil prices and overall volatility have spiked, but we remain confident in the long-term prospects for well-diversified portfolios.
James Mitchell
Last Updated: May 1, 2026
James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.
James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.
James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.
Protecting portfolios
Last Updated: May 1, 2026
Stay informed with our 14-minute investment update video, explaining what the Iran conflict means for financial markets.
Jasper Bowden
Last Updated: May 1, 2026
Jasper has experience delivering personalised investment management solutions to high-net-worth private clients, as well as charities and trusts. He joined Rathbones after graduating from Bayes Business School, where he earned a Bachelor of Science (Hons) in Investment and Financial Risk Management. He is a Chartered Wealth Manager and a Member of the Chartered Institute for Securities & Investment (CISI).
Christopher Johnstone
Last Updated: May 5, 2026
Christopher graduated from Durham University in 2012 with an honours degree in Mathematics. He joined Speirs & Jeffrey in February 2013 and completed his professional qualifications in February 2015.Christopher is a Chartered Fellow of the Chartered Institute for Securities & Investment and works closely with Michael Wilson. He manages a number of client portfolios ranging from individuals to trusts and charities.
Climate Investing in 2026: From Ambition to Real-World Impact | Sustainable Investing Masterclass
Last Updated: May 5, 2026
Watch David Harrison, Head of Sustainability and Fund Manager, and co-panellists share their insights on navigating the evolving ESG landscape.
Multi-Asset & Model Portfolio Service (MPS) Webinar | May 2026
Last Updated: May 6, 2026
We are delighted to invite you to our upcoming webinar with David Coombs, Head of Multi-Asset Investments, on Tuesday 26 May at 10.00am
Richard Goodier
Last Updated: May 5, 2026
I'm part of the High Net Worth Team which concentrates on managing the portfolios of entrepreneurs and business owners and managers.
London
Last Updated: May 5, 2026
Learn more about the services we offer at the London office, any local news, and find an adviser near you.
Address: 30 Gresham Street, London, EC2V 7QN
New clients: 0330 390 9191Existing clients: 020 7399 0000
Rathbone Global Opportunities Fund - full fund holdings information
Last Updated: May 5, 2026