Last Updated: July 22, 2025

Dawn is an investment manager's assistant, specialising in the administration of charity clients, as part of Rathbones specialist charity team. Dawn is a Chartered Member of the Chartered Institute of Securities and Investments and has more than 30 years of financial industry experience. She started her career at Rathbones in 1987 and as well as administering private clients, has worked within the charity team since its inception.

Last Updated: August 4, 2025

I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex. You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.

Last Updated: July 22, 2025

Sean joined Rathbones in 2015 and oversees the Research Operations function. Sean is also responsible for the management and implementation of the investment research communications strategy. Previously, Sean worked for Dow Jones as a senior associate covering the private markets. During his time there, he produced an array of research content for clients and for public consumption, focusing principally on private equity and venture capital investment activity in the U.S., EMEA and China.

Last Updated: July 22, 2025

Christopher is an investment director and a Fellow of the Chartered Institute for Securities and Investment. He manages investment portfolios for charities, trusts, pensions and private clients including some with ethical criteria. He also enjoys working with independent financial advisers.

Last Updated: July 22, 2025

Last Updated: July 22, 2025

Matt is a Chartered Financial Planner with a First-class degree in Economics and Finance. He passionately believes in the value of providing clients with tailored holistic financial planning and working with clients to help them to make informed decisions and achieve their lifetime objectives. He advises clients on a broad range of areas including tax efficient investment structuring, pension and retirement planning, and succession and estate planning.

Last Updated: July 22, 2025

My priority is to help clients get the most from their personal finances and be their trusted adviser on these matters. This could be something specific about investing or tax savings, but it could also be about setting life goals and achieving these, by having a financial infrastructure in place. I want to work in partnership with my clients to help make what can be daunting and confusing, easy to understand, while enabling them to get the best from the options available.

Last Updated: July 22, 2025

Nick supports Tim Johnson and Ollie Hext in managing discretionary portfolios for a diverse range of clients including private individuals, charities, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones on the graduate scheme in 2022 and has worked for a number of departments within Rathbones before joining Tim’s team.

Last Updated: July 22, 2025

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon.  She is currently studying towards the CISI Investment Advice Diploma.

Last Updated: August 6, 2025

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Rathbones' extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements.

Last Updated: July 22, 2025

Greg works as an assistant for Bob Szechenyi and Stuart Furzer fulfilling an administrative role on behalf of UK and offshore domiciled individuals, companies and trusts. Greg joined Rathbones in 2001, within the London Middle Office, from Bank of New York where he was a senior administrator. He has worked in the industry since 1995, having previously worked for the Public Trust Office prior to joining BONY. He is a Associate of the Chartered Institute for Securities & Investment.

Last Updated: July 22, 2025

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.