Last Updated: August 4, 2025

My priority is delivering a bespoke portfolio management service for clients and their advisers. My team manages a wide range of multi-asset investment portfolios on behalf of individuals, families and institutions. We manage both onshore and offshore portfolios, including trusts, corporate funds, charities, pension funds, and other investment structures. We work closely with our clients to understand their financial objectives and build tailored portfolios that meet their present and future needs.

Last Updated: August 4, 2025

I am part of the research team, with responsibility for our coverage of direct UK equities. Specifically, I cover the travel and leisure, support services, aerospace and defence, utilities and beverages sectors. We look for the most compelling investment opportunities for our clients within the Developed Market listed equity universe. As a team we do this through having sector specialisms, a bottom-up approach to analysis with rigorous due diligence and peer review. I have an interest in ESG investing, and helped develop our ESG analysis of direct equities.

Last Updated: July 22, 2025

Will joined Rathbones in 2005, starting afresh in the Investment Management world after completing a degree in Modern History from Oxford University and then a county cricket career with Hampshire.As Head of South, he oversees the Rathbones’ offices across the region as well as running the Winchester office. He is a Chartered Member of the CISI. 

Last Updated: July 22, 2025

My priority is helping my clients achieve their financial goals by understanding their current position, requirements and financial objectives, in order to create and manage a tailored investment portfolio that suits their present and future needs. I mostly specialise in providing investment advice, building bespoke portfolios with the best blend of different types of investment asset, to deliver achievable returns within the client's tolerance for volatility.

Last Updated: September 2, 2025

Whether working with intermediaries and their clients or direct private clients, I strive to ensure that portfolios are managed to the highest possible standard matching clients' risk profiles, objectives and time frames. I have built and manage a team of investment professionals within the Edinburgh office, who are equally qualified and dedicated to ensure that client investment objectives are delivered.

Last Updated: August 4, 2025

I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.

Last Updated: July 22, 2025

Coordinating and implementing our team's investment strategy, my areas of expertise include Portfolio Construction, ESG Portfolio Construction, Thematic Investing, and the use of Structured Products.

Last Updated: July 22, 2025

I specialise in managing investment portfolios on behalf of individuals (including ISAs and SIPPs), families, trusts, corporates and charities, ensuring that each portfolio is tailored to meet the specific needs and objectives of each client. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. I enjoy discussing investments with clients, taking a particular interest in understanding any ESG considerations they may have and incorporating these into their portfolios.

Last Updated: July 22, 2025

Will is an Investment Director working in London. Will joined Rathbones in 2023 after 10 years of managing wealth for individuals and families at Investec Wealth and investment. Before joining Investec, Will spent over a decade with HSBC and specialises in managing investment portfolios whilst working with clients and their advisors to minimise their current tax exposure and plan for the succession of family wealth.

Last Updated: July 22, 2025

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

Last Updated: July 22, 2025

Joe is an investment director in our Liverpool office and a Chartered Fellow of the Chartered Institute of Securities and Investments with 20 years' financial industry experience. Joe attained his CISI Diploma in 2011 and works closely in a team with investment director - Brian Kenny, managing private client, trust and charity assets valued in excess of £200m.  

Last Updated: July 22, 2025

David began his career in 1996 as an assistant investment manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an investment manager. David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.