Last Updated: August 6, 2025

As part of the fund management team, I have discretionary investment management responsibilities for a range of client portfolios. I have a particular focus on implementing investment strategies for charities, where I construct and manage bespoke portfolios to meet each charity's individual requirements. I also work closely with colleagues in the research team to identify suitable investments for inclusion in portfolios, which ensures the best possible outcomes for my clients.

Last Updated: July 22, 2025

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

Last Updated: July 22, 2025

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

Last Updated: July 22, 2025

I'm an experienced investment manager, specialising in asset allocation and UK stock selection.

Last Updated: July 22, 2025

I work closely with Max Richardson to provide bespoke wealth planning solutions for high net worth private clients and their families. I manage portfolios for private individuals, companies, personal pensions and charities. Building a detailed understanding of your personal circumstances and current position is at the heart of what we do. Together we will align your needs, values and your personal goals to give you a holistic picture of your overall finances and how we can achieve your objectives.

Last Updated: July 22, 2025

Darin started with Rathbones in 1992 after a period of time in the International Petroleum Exchange. He had a number of roles within Rathbones before joining the team as an assistant investment manager. He has been part of the team since 1995. Darin is fully qualified and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Christopher is an investment director at Greenbank, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He is a chartered fellow of the Chartered Institute for Securities and Investment and was the recipient of the Overall Chartered Institute of Securities and Investment Masters in Wealth Management Award for 2010. Christopher has been with Rathbones since 2008 and was previously at Hargreaves Lansdown and is a graduate of Bristol University.

Last Updated: July 22, 2025

I work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.

Last Updated: July 22, 2025

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA's, as well as trusts and company investments.

Last Updated: July 22, 2025

I am a professional Wealth Planner specialising in investment management and financial planning for high net worth clients. I work closely with Camilla Sherbrooke, advising a small number of wealthy families. I have a background in portfolio management and sit on our Stock Selection and Investment Committees. I also run our Investment Academy which contributes to the thought leadership section of our website - Investec Focus. I believe in perpetual learning and that cognitive diversity helps teams to solve complex problems.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society.  He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.