Last Updated: July 22, 2025

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service. David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Last Updated: July 22, 2025

James joined Rathbones in 2017 and manages investments for private clients, charities, and trusts. James' team manages over £700m in assets.James initially worked in Rathbones' Financial Planning division, before joining the Investment Management graduate scheme in 2019.

Last Updated: July 22, 2025

Scott is an investment director and manages portfolios for a wide range of clients. Like many, Scott is a very experienced member of the team and has experienced a number of market cycles and crises throughout his time with Speirs & Jeffrey. He joined Speirs & Jeffrey in 1987 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: July 22, 2025

Danny is an investment manager who has worked in the industry for 20 years. His primary responsibilities are the provision of discretionary investment management solutions for individuals, family trusts and pensions.        Having started his investment career at Lloyds Private Bank in Mayfair he moved to Williams de Broe in 2006. The firm was acquired by Investec in 2011. He left to join Rathbones in 2014.    He is a Chartered Member of the Institute for Securities & Investment. 

Last Updated: July 22, 2025

William graduated from Manchester University with a 2:1 degree in History and started his career at Douglas Deakin Young (now part of Duncan Lawrie) in 2000. William joined Rathbones in September 2014 from Jupiter Asset Management, having also previously worked at Bestinvest. Throughout his career he has managed portfolios for a wide variety of families, individual clients, pension funds and charities, and spends much of his time working with Independent Financial Advisers and on behalf of their clients. William is a Chartered Member of the CISI (MCSI).  

Last Updated: July 22, 2025

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years. Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

Last Updated: July 22, 2025

Matthew has worked as an investment manager since 2004. Having previously worked at Quilter & Co, he joined Rathbones’ Birmingham office to add to the team spearheading growth in the Midlands and wider region. Matthew specialises in providing and managing bespoke investment solutions for SIPPs/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and friendly societies.

Last Updated: July 22, 2025

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.

Last Updated: July 22, 2025

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: July 22, 2025

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Last Updated: July 22, 2025

Hayley is a client service executive, having joined Rathbones in January 2019. She has over eight years’ experience in the financial services industry and prior to her current role was an investment manager’s assistant at Arbuthnot Latham & Co. having worked in insurance and corporate banking prior to this.  Hayley is responsible for all aspects of client administration and supports Alex Dow and Libby Barrett within the charities team.

Last Updated: July 22, 2025

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts.  Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office.