Last Updated: July 22, 2025

Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.

Last Updated: July 22, 2025

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

Last Updated: July 22, 2025

As a Investment administrator, my job is centred on supporting a team of investment managers in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.

Last Updated: August 4, 2025

I manage bespoke investment portfolios for private clients, independent financial advisers, pensions, trusts and charities. Portfolios are tailored to each client's requirements and objectives to ensure they achieve their financial goals and it suits their present and future needs. I work with both private individuals and IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help manage portfolios in a tax efficient manner.

Last Updated: July 22, 2025

Jeremy joined Rathbones in June 2014. Previously he was head of the London office of Tilney Private Wealth Management when Deutsche Bank acquired the business in 2006. He joined Tilney in 1989 from Chase Manhattan Securities and has over 30 years’ experience in the industry. A Fellow of the Chartered Institute for Securities & Investment, Jeremy leads a team of nine investment professionals and support staff who are managing private client, trust and charity clients with a heavy focus on the direct investment style.

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.