Last Updated: March 2, 2026

Originally from the Highlands, Calum joined Speirs & Jeffrey in 2015 after spending five years at Baillie Gifford. He graduated from the University of Strathclyde in 2009 with a master's degree in Mechanical Engineering with Financial Management and is a member of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Calum works closely with Graeme Dickie.

Last Updated: March 2, 2026

Matt is responsible for Rathbones’ stewardship activities – managing a team delivering proxy voting and engagement on ESG issues. He’s spent his 20-year career exclusively in responsible investment, with specialisms in Climate Change and Human Rights in Supply chains.

Last Updated: March 2, 2026

Jason began his investment career at Vivian Gray & Co, which went on to become Greig Middleton and later merged to form Gerrard Ltd, and was a member of one of the leading private client teams. In 2004, Jason joined Taylor Young Investment Management Ltd as a senior investment manager managing a large and diverse client base, which included running OEIC funds.
Jason is an investment director at Rathbones and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Last Updated: March 2, 2026

Evangelos is an investment director who joined Rathbones in early 2012. He is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. He is a voting member of the firm’s Strategic Asset Allocation Committee and the Fixed Income Committee. For the last three years, he has also covered fixed income and commodities fund research, sitting on the Respective Collectives Committees.

Last Updated: March 2, 2026

As Head of London & East Distribution, my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service.

Last Updated: March 2, 2026

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance.
Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester.

Last Updated: March 2, 2026

Oliver assists Tim Johnson in managing discretionary private client investment portfolios, together with a number of charities, city livery companies, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones in April 2016 having previously worked at First Trust Global Portfolios.
He is a member of Rathbones International Investment Committee supporting investment directors to provide investment management services to non-UK resident clients.

Last Updated: March 2, 2026

David joined Greenbank in 2023 and has over 20 years’ of experience working in the financial services industry. David previously worked at Brunel Pension Partnership, where he was Deputy CIO and spearheaded the setup and management of public market investments and strategies worth c.£30 billion. He has led award-winning initiatives in sustainable and environmental investing across asset classes and holds the Chartered Alternative Investment Analyst (CAIA) designation, specialising in alternative asset classes and portfolio and index construction.

Last Updated: March 2, 2026

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.

Last Updated: March 2, 2026

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.

Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

Last Updated: March 2, 2026

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.
Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Last Updated: March 2, 2026

Ned joined Rathbones in 2020, having started his career at Smith and Williamson in 2009 where he managed a range of private client, pension and trust portfolios. He was the firm’s specialist on the UK banks sector, as well as leading collective research into UK equity and alternative credit funds.
Ned graduated from the University of St Andrews in 2009, and is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.