Last Updated: July 22, 2025

Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI). 

Last Updated: July 22, 2025

Phil is an investment director, who manages a variety of investment portfolios.  After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year.  Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Last Updated: July 22, 2025

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

Last Updated: August 6, 2025

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client's needs and requirements.

Last Updated: July 22, 2025

Ian is an investment director, managing a variety of investment portfolios. Ian graduated in 2000 from Southampton Business School with an honours degree in Business Studies and is now a Chartered Financial Analyst and a member of the CFA Institute. Ian started his career as a trainee portfolio manager with HSBC in 2000. Ian spent nine years working in the Private Client department managing portfolios for private clients, personal pension funds, trusts and charities. Ian joined Rathbones in 2009.

Last Updated: July 22, 2025

My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term.

Last Updated: July 22, 2025

Graeme is an investment director and manages portfolios for a broad range of clients. With a background in research, he continues to take a considerable interest in smaller companies in the building, construction and real estate sectors. Graeme graduated from Glasgow University with a law degree and joined Speirs & Jeffrey in 1986. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: July 22, 2025

David graduated in 1987 having read law at The University of Liverpool. David has spent his whole professional career working in Liverpool. His career started in Investment Management in Liverpool with Rensburg & Co where he trained as an equity and bond analyst before moving to portfolio management responsibilities for HNW private clients, pension funds and charities. He now is a Senior Investment Director in the Liverpool office of Rathbones and a Chartered Fellow of the Securities Institute. David served on the board of Edge Hill University for several years.

Last Updated: September 1, 2025

Guy is an investment director with over 25 years’ industry experience of managing investments for a wide range of private clients, trusts, charities and corporate entities. Having worked in London since the 1990s, Guy returned to Scotland in 2008 to help establish HSBC’s private banking operation in the country before going on to head up the Scottish Lloyds Mayfair Private Banking team. He joined Rathbones in January 2021, having been an investment director at Tcam Asset Management until 7IM acquired the business in 2018.

Last Updated: July 22, 2025

Neil began his career with NatWest where he covered several roles in both the private client and commercial sectors before moving to an established Accountancy practise as a trust manager.He has extensive experience in the trust and taxation field advising many individuals and family groups.Neil is a qualified member of the Associate of the Chartered Institute of Bankers (ACIB) and Society of Trust and Estate Practitioners (STEP).

Last Updated: July 22, 2025

I manage a wider range on investment portfolios encompassing both UK and overseas investments for UK and overseas private clients, trusts and Charities.

Last Updated: July 29, 2025

I am Divisional Director and lead the region of Scotland and Northern Ireland. I also manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.