Last Updated: July 22, 2025

Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).

Last Updated: July 22, 2025

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients.

Last Updated: September 1, 2025

Andrew is an investment director responsible for the investment management of private clients, trusts, charities and self-invested personal pension (SIPP) accounts. He started his working life with Cazenove in London and Salisbury, moving up to Edinburgh in 1994 to work for Ivory & Sime Private Clients before helping to arrange its sale to Rathbones in 1998. He has over 40 years' experience in financial markets and is a member of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, trusts, pension funds and charities. I also sit on the group ESG committee.

Last Updated: July 22, 2025

Alastair is an investment director and a Chartered Fellow of the Chartered Institute of Securities and Investment. Alastair has spent his entire working career in private client investment management in London, starting in 1984 at Vickers da Costa. Alastair joined Laurence Keen, which subsequently became part of Rathbones, in 1992.

Last Updated: July 22, 2025

Ian is an investment director and has over 30 years’ experience in the discretionary management of investment portfolios. After graduating in 1982 Ian joined Strauss Turnbull where he spent 20 years managing international portfolios for private individuals, trusts and corporate funds before joining Rathbones’ Edinburgh office in 2003. Ian became a Chartered Member of the Chartered Institute for Securities and Investments in 1986.

Last Updated: July 22, 2025

Dallas joined Rathbones in 2024 as a client service executive having previously worked at Evelyn Partners.

Last Updated: July 22, 2025

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. 

Last Updated: July 29, 2025

Andy joined the firm in April 2020 as Chief Operating Officer and is accountable for operations, change, technology and facilities. He began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University.

Last Updated: July 22, 2025

My focus is helping clients to look after their assets by building portfolios of investments to suit their needs. I work with a range of clients from private individuals to trusts and charities. A large part of my role is to understand clients' circumstances, their requirements and financial objectives. In doing so I can help them to build a tailored investment portfolio to match their present and future needs. This can range from producing additional income in retirement to focusing on long-term growth for the next generation.

Last Updated: August 6, 2025

My role is to lead on the Governance arrangements for the IRO and ensure that the structures and processes we have in place lead to achievable, client focussed actions and outcomes. Working with the Committee Coordinators, I act as a point of contact to support the running of effective meetings. I am the point of contact for the Investment Committee and I work closely with the group of IM's who take questions and feedback to the Committee members.

Last Updated: July 22, 2025

Michael is an investment director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions.  Michael graduated from Aberdeen University with a degree in Economics and Accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.