Last Updated: August 6, 2025

I assist with the investment administration and any specific administrative projects within the team.

Last Updated: July 22, 2025

Sachin joined Speirs & Jeffrey in 2015 having previously worked as an investment manager in the City of London.  He graduated from Imperial College London with a masters in Electrical and Electronic Engineering and holds the CISI Chartered Wealth Management qualification.  Sachin is a Chartered Fellow of the Chartered Institute for Securities & Investment. Sachin works closely with Tom Brown, managing portfolios for a wide range of private clients, charities and trusts. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: July 22, 2025

Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management. Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).

Last Updated: July 22, 2025

Iain is an investment director with experience managing a variety of bespoke portfolios including SIPPs, offshore bonds and discretionary trusts for private clients, financial advisers and solicitors. Iain is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the CISI’s Masters in Wealth Management (Level 7), Investment Management Certificate and a Diploma in Financial Services.  

Last Updated: August 8, 2025

Libby joined Rathbones in December 2021 as a Trainee Investment Manager and was promoted to an Assistant Investment Manager in 2023. Libby works alongside Amos, assisting in managing portfolios. She has a first-class degree in Psychology from the University of Bristol and worked at Hargreaves Lansdown before joining Rathbones. Libby has completed the CISI Investment Advice Diploma and is currently working towards the Chartered Wealth Management qualification.

Last Updated: July 22, 2025

James is an investment manager with experience managing a variety of bespoke portfolios for private clients, including SIPPs, charities, offshore bonds and discretionary trusts. James completed the CFA Program in June 2010, having previously obtained the SII Diploma. He is a member of both the CFA Institute and CISI. He also holds a masters in Mathematics from the University of Warwick.

Last Updated: July 22, 2025

I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction.

Last Updated: July 22, 2025

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I work as a Senior Investment Director and provide investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.

Last Updated: July 22, 2025

My role as an investment manager is to help clients reach their objectives via their investment portfolios, be it helping them to grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, pensions and other tax friendly vehicles, such as trusts and charities. I take great pleasure in taking clients through the investment journey and ultimately achieving their goals.

Last Updated: July 22, 2025

Andrew is an investment director with over 25 years’ experience of managing discretionary investment portfolios for private individuals, their pensions and family trust structures. He also manages investments for charities including a City Livery Company. After graduating from Durham University, Andrew joined the City stockbroking firm of Laurence Keen and qualified as a Chartered Fellow of the Chartered Institute for Securities & Investment. Laurence Keen was acquired by Rathbones in 1998.

Last Updated: July 22, 2025

William graduated from Durham University with an honours degree in Classics and a master's in Economics. He joined Bestinvest in 2000 as an investment adviser rising to investment manager and team leader. William then joined Jupiter Asset Management in 2008 to become an investment director in the Private Client and Charities department and joined Rathbones in 2014 following their acquisition of Jupiter’s Private Client department.

Last Updated: July 22, 2025

Alex is a director of tax and trusts at Rathbones and has been advising private clients and business owners for 30 years. He specialises in providing family office services for wealthy clients including advice to family trusts and charities and tax planning advice to individuals.  Alex is a Chartered Tax Advisor and member of the Society of Estate Practitioners. Currently a board member of a Housing Association, Alex has sat on city regeneration boards and has extensive experience as acting as trustee of private trusts and charities.