Last Updated: March 2, 2026

Michael is an investment director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions.
Michael graduated from Aberdeen University with a degree in Economics and Accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: March 2, 2026

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Last Updated: March 2, 2026

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Last Updated: March 2, 2026

Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.

Last Updated: March 2, 2026

I am Head of Research at Rathbones in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.

Last Updated: March 2, 2026

Joanna has significant experience of providing discretionary investment management for private individuals, family groups and their trusts, charities and pensions. She has been a Fellow of the Chartered Institute of Securities & Investments since 2005, becoming Chartered in 2011.
Joanna began her investment career at Tilney in 1998 after graduating from Liverpool University. She forged her career at Blankstone Sington for over 17 years, becoming an assistant director in 2014, before joining Rathbones in early 2019.

Last Updated: March 2, 2026

Leanne is a Chartered Financial Planner and has been authorised to provide advice since 2017. Leanne has worked in the financial services industry since 2008. For over eight years she worked at a City based independent financial adviser firm where she first understood the positive impact that financial advice could have on people’s lives. She joined Saunderson House (SHL) in 2020 as a Chartered Financial Planner which is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Last Updated: March 2, 2026

Natalya is an assistant investment manager in our Exeter office supporting the team in the management of private client, trust, company and charity investment portfolios. She works closely with a number of professional advisers providing reliable and accurate assistance on behalf of their clients.
Natalya holds the Investment Advice Diploma and is an Associate Member of the Chartered Institute for Securities and Investment. She joined Rathbones in 2008.

Last Updated: March 2, 2026

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients.

Last Updated: March 2, 2026

Darin started with Rathbones in 1992 after a period of time in the International Petroleum Exchange. He had a number of roles within Rathbones before joining the team as an assistant investment manager. He has been part of the team since 1995. Darin is fully qualified and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: March 2, 2026

Christopher is an investment director at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered fellow of the Chartered Institute for Securities and Investment and was the recipient of the Overall Chartered Institute of Securities and Investment Masters in Wealth Management Award for 2010.
Christopher has been with Rathbones since 2008 and was previously at Hargreaves Lansdown and is a graduate of Bristol University.

Last Updated: March 2, 2026

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society.
He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.