Last Updated: July 22, 2025

As a specialist on the Charities Team I aim to produce a solution that best meets my clients' objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.

Last Updated: July 22, 2025

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

Last Updated: July 30, 2025

I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.

Last Updated: July 22, 2025

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Last Updated: July 22, 2025

Cameron graduated from the University of Glasgow in 2009 with an honours degree in Law. While studying for his degree he spent a year abroad in Nijmegen in The Netherlands. He joined Speirs & Jeffrey in August 2009 and initially worked in the custody department, moving to the investment support department in the summer of 2010. Cameron was appointed an Investment Director in December 2017.

Last Updated: July 22, 2025

Ann joined Rathbones in 2007 and works as a client service executive for Robert Hughes-Penney. She has more than 25 years’ experience working in the finance industry.  Prior to joining Rathbones, Ann worked for a firm of accountants/football agents specialising in professional footballers where she was responsible for managing their personal administration. She has a certificate in Investment Administration level 3 from the Securities & Investment Institute (2009), and obtained a BA (Hons) in Humanities with Classical Studies from the Open University in 2015.

Last Updated: July 22, 2025

James started his career in 2008 working for Lloyds TSB Private Banking in Exeter as an investment reviewer. In 2010 he moved to London and worked briefly as an associate equity dealer before joining Smith & Williamson in 2011. James joined Rathbones as an investment manager in 2014.James works in a successful team alongside Peter Lowe and three further investment managers. James and the team manage in excess of £1.6bn across a range of portfolios, including a broad range of investment mandates for individuals, trusts, pension funds (both SIPPs and SSASs) and charities.

Last Updated: August 6, 2025

I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they're private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.

Last Updated: July 22, 2025

I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

Last Updated: July 22, 2025

Charlie joined Greenbank in January 2021 after graduating from the University of Warwick with a BASc (Bachelor of Arts and Sciences) in Economic Studies and Global Sustainable Development. He also holds the Investment Management Certificate from CFA Society United Kingdom. As an Ethical, Sustainable and Impact Researcher, Charlie is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues.

Last Updated: July 22, 2025

With my team, I manage a range of discretionary multi-asset mandates for two teams within Investec Wealth & Investment. I work closely with our research department on asset allocation, fund selection and individual bond and stock selection, particularly within the UK equity market.