Filters
James Dodgeon
Last Updated: May 26, 2026
James is a Portfolio Manager at Rathbones, based in the Bristol office. He joined Investec in 2023 and became part of Rathbones following the merger of the two firms. He works to deliver tailored portfolio management and long-term investment solutions on behalf of clients.
James is a CFA Charterholder and graduated from Swansea University in 2023 with a degree in Finance.
Dr Daniel Hulme: AI and the entrepreneur - Inspired Sounds Episode 18
Last Updated: May 27, 2026
Serial entrepreneur and globally recognised AI expert, Dr Daniel Hulme, joins us for our latest Inspired Sounds episode to share insights from a 27-year journey at the forefront of artificial intelligence. In conversation with Chris Noble, Financial Planning Director, Daniel reflects on growing Satalia from the initial idea to its acquisition by global marketing powerhouse WPP in 2021.
Daniel highlights that earning client confidence in the early days isn’t always about scale. It’s about thinking creatively, leaning on your network, and seizing opportunities.
Tune in to hear from one of the world’s leading voices in AI.
Between the vines - Hundred Hills - Inspired Sounds Episode 17
Last Updated: May 27, 2026
In the inaugural on-location episode of Inspired Sounds, we’re excited to welcome Stephen Duckett, founder of the Hundred Hills Vineyard in Oxfordshire who invited us down to experience the wine making process first-hand. Hosted by Senior Investment Director Kartik Rawal, Stephen uncorks the truth about the key ingredient to successful entrepreneurship: resilience. It’s the ability to push through moments of fear, uncertainty, and change that truly defines success, whether you’re building a business or crafting the perfect vintage.
Tune in for an inspiring conversation about passion, perseverance, and the journey from vision to vineyard.
Inspired Sounds podcast
Last Updated: May 28, 2026
Rathbones’ Inspired Sounds is a thought leadership podcast for entrepreneurs, business owners and leaders. Join Paola Cuneo, lead entrepreneurial engagement at Rathbones as she interviews entrepreneurs at the top of their game, providing inspiration and insight for those looking to give their business that extra edge.
Property rich, pension poor: Gen X ‘sleepwalking’ into retirement shortfall
Last Updated: May 28, 2026
Gen X risk “sleepwalking” into weak retirements - leaning on property over pensions. Lower overall investment use and softer housing returns raise risks of falling short.
Dan Johnson
Last Updated: May 28, 2026
As an Investment Manager, I work alongside a team of Investment Managers to ensure our clients' needs continue to be fulfilled by our services. The client is at the heart of the work we do, and my role is to make the client's experience one of great value. We offer our clients bespoke solutions, tailored to meet their unique goals and it is my job to deliver this.
9 reasons why you should consider using a wealth manager
Last Updated: May 28, 2026
In today’s world, where AI and digital technology allow us to self-serve on nearly everything in our lives, why would we rely on human advice from a Wealth Manager?
We have created examples that illustrate common situations we see with real clients. Whether Wealth Management is right for you will depend on your specific situation.
Investment management for US taxpayers
Last Updated: May 28, 2026
Discover the investment management services Rathbones can offer US taxpayers.
Investment management services for Charities
Last Updated: May 28, 2026
Trusted by UK charities, Rathbones helps you invest with confidence, delivering long-term returns aligned with your values and mission.
Weekly Digest: A gilt-edged warning
Last Updated: May 28, 2026
As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.
Pensions aren’t the only way to fund retirement
Last Updated: May 28, 2026
For most people, retirement is funded by a pension alongside other sources such as property, investments, or ongoing work. Taking a balanced approach can give you more flexibility, resilience, and confidence as your plans evolve.
Geopolitics, energy and the shifting foundations of global growth
Last Updated: May 29, 2026
Conflict between major global players has reinforced a long‑standing investment reality: economic growth remains anchored to energy. The latest disruption highlights Europe’s energy vulnerability, the limits of conventional defensive assets and the growing importance of global diversification. These dynamics point to lasting implications for asset allocation as geopolitical alignment continues to shift.