Last Updated: July 22, 2025

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals. Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Last Updated: July 22, 2025

Susan joined Rathbones in 2014 and works as an investment manager's assistant to Tim Johnson. She has many years’ experience in the financial services industry, in particular within client services.  Susan has an in depth knowledge of the team’s clients and provides a high level of administration support to them and the team.

Last Updated: July 22, 2025

I am part of a team who manage assets on a discretionary basis, providing an investment management service in accordance with the clients agreed objective and risk profile.

Last Updated: July 22, 2025

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client cross-border team. Amelia advises on all aspects of private client law including drafting and advising trusts, tax planning and advice, succession planning including drafting of complex wills, powers of attorney, and estate administration (including those with an international aspect). Amelia has a particular interest in art and heritage assets and has advised on the acceptance in lieu scheme for an estate. Amelia holds a Masters in Art, Business and Law.

Last Updated: July 22, 2025

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create.

Last Updated: July 22, 2025

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013. Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations. Kerry is a member of the Society of Trust and Estate Practitioners.

Last Updated: July 22, 2025

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

James Goodhew joined the Private Client department of Rathbones in 2004 as a graduate trainee and is now an Investment Director responsible for over £500m of client portfolios. James is a Member of the Chartered Institute for Securities and Investment, won the Wealth Management Association award for achieving a top Distinction in the Private Client Diploma Examination in 2006, was named one of PAM’s ‘Top 40 under 40’ in 2022 and most recently featured in the Spear’s Wealth Management top high net worth advisors in 2024.

Last Updated: July 22, 2025

Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of investment risk director for Rathbone Asset Management.

Last Updated: July 22, 2025

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk.

Last Updated: July 22, 2025

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Last Updated: July 22, 2025

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