Last Updated: July 22, 2025

My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.

Last Updated: July 22, 2025

Michael is a corporate development analyst supporting Rupert Pepper as part of the team responsible for coordinating the M&A activities for the Group and leading Group-wide strategic projects. Prior to his current role, Michael worked as an assistant investment manager within a team specialising in the management of private clients, pension schemes and trusts.

Last Updated: July 22, 2025

Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce. Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.

Last Updated: July 22, 2025

Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.

Last Updated: July 22, 2025

Harry joined the team at Rathbones Cambridge in 2023, having previously been an International Investment Director at Investec Wealth and Investment. He has over 20 years’ experience in private client wealth management, managing portfolios for individuals, personal pensions, corporates and entrepreneurs.Harry has significant experience building bespoke investment solutions for both UK and international clients. He also holds a degree in Economics, is a registered member of SAIFM and a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Last Updated: July 22, 2025

Based in the Leeds Office, Nick joined Rathbones in 2024 as an Investment manager. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. His primary focus is on building close relationships with clients and delivering the highest quality of service. Nick is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Sociology. He has over 25 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Last Updated: July 22, 2025

James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 20 years and it is one of the top performing funds in the IA Global sector.  James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business. 

Last Updated: August 11, 2025

I manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

Last Updated: July 22, 2025

I assist clients to achieve their long term financial goals, in the most tax efficient manner. I have over twenty years' experience of working with private individuals, charities, pension funds, trusts and professional intermediaries. I believe that our responsibility as advisers is to fully understand our client's unique circumstances, their ambitions, hopes and fears, to ensure that the investment solutions that we deliver are suitable, and geared to meet their needs.

Last Updated: July 22, 2025

Jeremy is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment. Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began his career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Last Updated: July 22, 2025

Henry is an investment manager who started his career at Brewin Dolphin before joining Rathbones in November 2016. He assists Natalie Rizzi in managing investments for a range of private client portfolios, trusts and pension funds. Henry is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma and the Chartered Wealth Manager qualification.

Last Updated: July 22, 2025

Phil is an investment director who joined Rathbones in 1997 having previously qualified as a professional member of the Chartered Institute of Purchasing and Supply. Phil completed the Securities Institute Diploma and subsequently qualified as a Chartered Fellow of the Chartered Institute for Securities and Investment as well as achieving the designation of Chartered Wealth Manager. Phil is responsible for managing investment portfolios for private individuals, trusts and SIPPs.