Last Updated: July 22, 2025

My priority is to ensure investment portfolios are structured in line with objectives and risk profile to deliver the optimal outcome for the client. In addition to managing portfolios, I also sit on both the UK Investment Committee and the Multi Asset Mandate Oversight Committee, which together assume responsibility for all aspects of the investment process.

Last Updated: July 22, 2025

I am responsible for the portfolio management of Investec's MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.

Last Updated: July 22, 2025

I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.  

Last Updated: July 22, 2025

With more than twenty years' experience in the wealth management industry, I started my career as a research analyst and then spent ten years as an Investment Director at Rathbones in Liverpool, and a further five years as a Divisional Director and Head of Office with Brewin Dolphin before joining Investec in 2015.

Last Updated: August 6, 2025

I manage assets on both an Advisory and Discretionary basis, specialising in Private Individuals, Trusts, Pensions and Charities.I have a degree in Human Geography and Economics from Loughborough University and am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).

Last Updated: July 22, 2025

I manage investments for a wide variety of individual clients.

Last Updated: July 22, 2025

Tony has over 26 years' experience advising clients on their financial planning.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment.  Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals.

Last Updated: August 1, 2025

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

Last Updated: July 22, 2025

Scott is an Assistant Investment Manager in the London Investment Management team at Rathbones. Having graduated from Heriot-Watt University with an MA (Hons) degree in International Business Management, he completed an MSc in Real Estate: Investment and Finance prior to joining Rathbones in 2018. Scott is a Member of the Chartered Institute for Securities and Investment (CISI), he has completed his Investment Advice Diploma and obtained the PCIAM certificate.

Last Updated: July 22, 2025

Max joined the firm in September 2008. An experienced Chartered Financial Planner, Max is passionate about helping clients achieve their financial and personal objectives.  This can range from tax-efficiently building a portfolio for retirement, to suitably provisioning for children’s education or analysing the affordability of lifetime gifts via a measured estate planning strategy. The majority of Max’s clients are time poor and he aims to provide the peace of mind that their financial planning needs are under control and being taken care of.

Last Updated: August 6, 2025

I work alongside Adam Brewer in managing the portfolios and relationships of a wide range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.

Last Updated: July 22, 2025

Jane is an investment director working with both Greenbank and the London Charities team. She graduated in 1998 with an honours degree in Economics from Nottingham University and is a chartered fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager.