Last Updated: July 22, 2025

Charles Newsome has developed a solid career at Rathbones previously Investec with a focus on wealth management and helping clients meet their financial objectives. Over the past 20+ years, he has consistently delivered reliable results, prioritizing a thoughtful balance between growth and risk that aligns with each client’s unique goals. Charles's work has been recognized with the Wealth Manager of the Year award, a testament to his dedication to providing value.

Last Updated: July 22, 2025

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services. Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Last Updated: July 22, 2025

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications.

Last Updated: July 22, 2025

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme. 

Last Updated: July 22, 2025

Mark is an investment director who began his career at Rathbones in 2006.  He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Rob Unsworth and Will Roberts. 

Last Updated: August 4, 2025

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

Last Updated: July 22, 2025

Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.

Last Updated: July 22, 2025

Tim is an investment director with 27 years’ experience of managing private client investment portfolios.  He joined Rathbones in August 2000 having previously worked at Kleinwort Benson Private Wealth Management where he also had responsibility for researching the pharmaceuticals and telecoms sectors.

Last Updated: July 22, 2025

Susie is an investment manager specialising in the management of private client, SIPP, trust and charity portfolios. She joined Rathbones in 2014 and worked in our Lymington office until 2020. Susie is a Chartered Member of the Chartered Institute for Securities and Investment. She graduated from Imperial College London with a 2:1 BSc (Hons) in Biology.

Last Updated: July 22, 2025

Tiffany is an experienced Investment Director at Rathbones Investment Management International, based in Guernsey, where she has managed multi-asset discretionary portfolios for private clients, offshore trusts, and corporates for over a decade. With a strong track record of delivering tailored investment solutions, Tiffany brings a wealth of expertise and a client-centric approach to her role. Tiffany joined Rathbones having been a part of the Investec Wealth and Investment (CI) since 2021.

Last Updated: July 22, 2025

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.   He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015.   

Last Updated: July 22, 2025

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.   My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.