Last Updated: July 22, 2025

David is a business development director at Rathbones having joined in June 2017 after 11 years with HSBC. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the South.

Last Updated: July 22, 2025

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.  

Last Updated: July 22, 2025

David joined Rathbones as an investment manager from Brewin Dolphin. He is a Member of the Chartered Institute for Securities and Investment, gaining Chartered Wealth Manager status alongside achieving the CISI award for Applied Wealth Management in 2018. David graduated from the University of Warwick with a degree in MORSE (Mathematics, Operational Research, Statistics and Economics).

Last Updated: July 22, 2025

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: July 22, 2025

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008. He graduated from Northumbria University with a degree in Economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification. Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.

Last Updated: July 29, 2025

Jayne Rogers is executive chair of Rathbones Asset Management Ltd (RAM) and Chief Distribution Officer of Rathbones Group.  Jayne works closely with RAM’s chief executive Tom Carroll to oversee the growth of the funds and intermediary businesses, as well as developing and delivering a distribution strategy for the wealth management business. Jayne previously worked for Morgan Stanley Investment Management (MSIM), where she was latterly EMEA head of strategic initiatives. At MSIM she had oversight of strategy, regulation and governance.

Last Updated: July 22, 2025

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022. Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters. In addition to residential property work, Jessica also deals with the administration of estates.

Last Updated: July 22, 2025

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.   Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Last Updated: July 22, 2025

Our team as a whole predominantly manages private clients, taxable portfolios and ISAS, JISAS, SIPPs, family trusts, small charities and some corporate accounts. In addition, we have well-established relationships with accountants and solicitors. We have a significant wealth of experience in the team with the average length of service in the wealth industry of around three decades. We offer clients a bespoke and personal service managing clients on a discretionary basis, which we have done successfully for many years.

Last Updated: August 4, 2025

I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.

Last Updated: August 8, 2025

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

Last Updated: July 22, 2025

Peter is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 2014 prior to which he had been a partner of Smith & Williamson Investment Management Ltd where he had been for some 20 years. At Smith & Williamson he provided investment support to the personal financial planning arm concentrating on pension management, fixed income investing and heading up the collective research process.