Last Updated: July 22, 2025

Jake works alongside David Shepherd, Christopher James & George Steger in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics from the University of Kent. Jake is a member of the Chartered Institute for Securities & Investment (CISI) having completed the Chartered Wealth Manager qualification and Investment Advice Diploma.

Last Updated: July 22, 2025

Ross joined Rathbones in July 2019 following the integration from Speirs & Jeffrey. He assists two Investment Director 

Last Updated: July 21, 2025

I specialise in providing bespoke Financial Planning advice to individuals, families, trusts and corporates; ensuring that my recommendations are aligned with their key goals. My primary objective is to provide a tailored solution in line with their key objectives, with a first-class service. My approach is based on understanding my client's goals and translating those into a cash flow plan. This will usually prompt a further discussion surrounding the opportunities and potential obstacles.

Last Updated: July 22, 2025

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester.

Last Updated: July 24, 2025

Ruth Leas was appointed as a non-executive director on 21 September 2023.

Last Updated: July 22, 2025

Rowan started her career as an investment analyst in October 2008, just after Lehman Brothers fell, and has been living in interesting times ever since. After earning her degree in PPE from Oxford, she joined Ruffer as an equity analyst, before moving to Orbis five years later. After a detour into working for a quant fund, dataffirm, Rowan joined Rathbones in 2020. She is a CFA charterholder.

Last Updated: July 22, 2025

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Last Updated: July 22, 2025

With my team, I manage portfolios for a range of private individuals, trusts and charities. I specialise in portfolio construction and asset selection to assist clients with meeting their specific investment objectives.

Last Updated: July 22, 2025

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.

Last Updated: July 22, 2025

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Last Updated: July 22, 2025

Jing is a senior asset allocation analyst at Rathbones, supporting the head of asset allocation research as well the Strategic Asset Allocation Committee in maintaining and improving Rathbones' top-down investment process. Jing joined the firm in February 2017, before which she worked as an investment analyst for the investment arm of Arbuthnot Latham, a London based boutique private bank. She spent over three years at Arbuthnot, learning and contributing in areas of fund selection, thematic research and client support.

Last Updated: July 22, 2025

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.