Last Updated: August 4, 2025

I manage multi-asset portfolios and provide broader financial planning advice as part of our Wealth Planning service to a range of high net worth families, trusts and charities. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: July 22, 2025

Henry is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Last Updated: July 22, 2025

Raphaela is an assistant investment manager supporting Charles Sargent, Thomas Weston-Davies and Elizabeth Hart with discretionary portfolio management. The team provides personalised investment management services for private individuals, pensions and trusts. Raphaela is part of the Rathbones Financial Adviser Investment Committee which produces model portfolios and investment content for independent financial advisers.

Last Updated: July 22, 2025

As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client's needs I can advise on and tailor a portfolio to meet these requirements.

Last Updated: July 22, 2025

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Tilia joined Rathbones in 2022 as a junior ESG and stewardship analyst. She is part of the stewardship team, working on corporate engagement activities, informed proxy voting and the integration of environmental, social and governance (ESG) factors within the investment process. Prior to joining Rathbones, Tilia was knowledge officer at Accounting for Sustainability (A4S) where she worked to inspire action by finance leaders to drive a shift towards resilient business models and a sustainable economy.

Last Updated: July 22, 2025

Glenn has joined Rathbones as an investment director having begun his career in financial markets in 1985.

Last Updated: July 22, 2025

Ian is a regional director and specialises in managing bespoke investment portfolios on behalf of private individuals, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds an honours degree in Accounting and Finance. Ian has over 20 years' experience in the investment management industry. During his career Ian has forged strong working relationships with a range of national and Midlands based firms of intermediaries including solicitors, accountants and independent financial advisors.

Last Updated: July 22, 2025

My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service.

Last Updated: July 22, 2025

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

Last Updated: July 22, 2025

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.

Last Updated: July 30, 2025

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland.