Last Updated: March 2, 2026

Stephen has over twenty-five years of investment experience. He joined Speirs & Jeffrey in January 2013 and arrived with Rathbones following the integration of S&J in 2019. In addition to managing investments for individuals Stephen forms part of the Rathbones Charities Team managing portfolios for charity and trust clients.

Last Updated: March 2, 2026

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: March 2, 2026

Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having joined Saunderson House 20 years ago and moved to Rathbones in 2022, he is also an authorised Pension Transfer Specialist. Ed specialises in the provision of strategic financial planning, working with clients to build and execute their plans to achieve financial independence, with a focus on the bigger picture as well as the smaller details.

Last Updated: March 2, 2026

Rowland began his investment career in 1997 at Fleming Private Asset Management (subsequently acquired by JP Morgan Chase) where he built up a solid grounding in equity research before becoming a private client portfolio manager. In 2001, he joined HSBC Investment Management, where he was made a director and ultimately responsible for a team managing over £200m of assets.

Last Updated: March 2, 2026

Sarah works in our Cambridge office, helping Simon Whitmore to look after the needs of his clients. She joined Rathbones in June 2013 after taking time off to raise her family. Sarah commenced her career in financial services with SSgA before moving to the corporate broking team at Deutsche Bank, then the corporate finance team at Collins Stewart.

Last Updated: March 2, 2026

James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds.

Last Updated: March 2, 2026

Oliver heads up the Strategic Partnership Team which provides a holistic wealth service to the clients of Investec. He manages a team of investment managers, financial planners and portfolio managers who sole focus is to achieve positive client outcomes. Oliver joined Rathbones in 2019 having come from Goldman Sachs as an investment manager, where his responsibility was to bring in new business and to manage the investments of UHNW clients.

Last Updated: March 2, 2026

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Last Updated: March 2, 2026

Christophe has 18 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds. He joined Greenbank in 2021 from Epworth Investment Management, where he was head of investment management. He is a Chartered Financial Analyst (CFA) Charterholder, having graduated in Philosophy, Politics and Economics from Jesus College Oxford. He has a master’s degree in Japanese Studies from the University of Leeds. He has experience as a charity trustee and is currently a trustee director of a charity defined benefit pension scheme.

Last Updated: March 2, 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.

Last Updated: March 2, 2026

Christopher joined Rathbones in 2012. He manages discretionary investment portfolios for charities, trusts and private individuals as well as for family office arrangements. Christopher is a member of the Rathbones’ International Stock Selection Committee.
Prior to joining Rathbones, Christopher worked at Taylor Young Investment Management Ltd where he was a senior investment manager and manager of the Growth & Income Fund.

Last Updated: March 2, 2026

Matthew is an investment manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.
His focus is on the construction and management of bespoke investment portfolios. He specialises in managing funds for private individuals of all ages, pensions, charities and trusts. Matthew prides himself on the high level of service that he provides to clients and being able to provide innovative solutions to meet their individual needs.