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Joshua Bloom

Last Updated: July 22, 2025

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.

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Rachel Carr

Last Updated: July 22, 2025

As an investment manager, I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.

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Charlotte Metcalfe

Last Updated: July 22, 2025

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.