Last Updated: July 22, 2025

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

Last Updated: July 22, 2025

Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

Last Updated: July 22, 2025

Saskia is a Chartered Financial Planner and joined Saunderson House (now Rathbones Financial Planning) in 2019 after graduating from the University of Exeter with a degree in Mathematics and Economics.

Last Updated: July 22, 2025

My aim is build long term, trusting relationships with clients, based on sensible advice, good service and investment performance. Building a personal relationship assists greatly with managing bespoke portfolios, reflecting the needs and values of the individual. I look after international clients and UK residents alike, as well as trusts and investment holding companies. The global nature of our portfolios gives access to greater diversification and a wide range of individual investment opportunities.

Last Updated: July 22, 2025

Niki is an assistant investment manager with more than 17 years’ experience in assisting with the day to day management of private clients, SIPP, trust and charity investment portfolios. Niki also plays an integral role in the management of portfolios on behalf of professional advisers. She is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Last Updated: July 22, 2025

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

Last Updated: July 25, 2025

Gemma joined Rathbones as Head of Charities Distribution in February 2025. 

Last Updated: August 6, 2025

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

Last Updated: July 22, 2025

James is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 1993 having moved from Sheppards and Chase (IW&I) which subsequently became part of Rathbones during September 2023.James heads his team and has worked alongside James Mayes since 1993.James specialises in private client portfolio management, associated trusts, self-invested pensions schemes as well as charities. In addition, he holds an SEC license.

Last Updated: July 22, 2025

I manage portfolios on behalf of individuals, trusts and charities, along with corporate and personal pension schemes.

Last Updated: September 19, 2025

A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new research* from Rathbones, one of the leading UK discretionary wealth management firms.

Last Updated: July 25, 2025

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years. Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.