Last Updated: September 1, 2025

James joined Rathbones in November 2021 as an investment manager. He joined the industry in 2014 and previously worked at Smith & Williamson. He is a Chartered Wealth Manager as well as CFA chartership holder. James is experienced in dealing with private clients, trusts and charites.James has previous experience working as a research analyst, specialising on Transport and Media companies as well as UK collectives. Prior to his career he studied Economics at the University of Nottingham, achieving a first class degree.

Last Updated: July 22, 2025

Christopher joined Rathbones in 2012. He manages discretionary investment portfolios for charities, trusts and private individuals as well as for family office arrangements. Christopher is a member of the Rathbones’ International Stock Selection Committee.   Prior to joining Rathbones, Christopher worked at Taylor Young Investment Management Ltd where he was a senior investment manager and manager of the Growth & Income Fund.   

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: July 22, 2025

My particular expertise is in managing portfolios for high-net-worth individuals and families, with a focus on the interaction of personal assets, Self-Invested Pension Plans/pension assets and inheritance tax planning wrappers.

Last Updated: August 4, 2025

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

Last Updated: July 22, 2025

Matthew is an investment manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. His focus is on the construction and management of bespoke investment portfolios. He specialises in managing funds for private individuals of all ages, pensions, charities and trusts. Matthew prides himself on the high level of service that he provides to clients and being able to provide innovative solutions to meet their individual needs.

Last Updated: July 22, 2025

Ivo joined Rathbones in 2022 as an Investment Manager, having previously been at Cazenove Capital for nine years. He specialises in complex clients, coordinating investments across a number of different structures and tax restrictions. Ivo assists the team in managing over £1.6bn in assets for private clients, charities and trusts.Ivo is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds a BSc (Hons) in Biological Sciences from the University of Edinburgh.

Last Updated: July 22, 2025

Victoria is an assistant investment manager with Rathbones Investment Management International in Jersey. She has over 17 years’ experience in the finance industry, four years of which have been in Jersey in trust and private banking. Victoria joined Rathbones in 2012 having previously worked at Nomura Asset Management in London.   She is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma. Victoria also holds the Investment Management Certificate.    

Last Updated: July 22, 2025

I focus on discretionary portfolio management for high-net-worth clients in the UK and overseas.

Last Updated: August 6, 2025

I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.

Last Updated: July 22, 2025

Darren started his career in 1987 at Southampton based stockbrokers Cobbold Roach, working in numerous “back office” departments until 1994 when Cobbold Roach was acquired by Liverpool based stockbroker Neilson Milnes. Neilson Milnes were acquired by Rathbone Brothers in 1998. Following a series of management positions Darren became Head of Operations in 2008 and in 2021 became Operations Director. Darren is a fellow of the Chartered Institute for Securities & Investments.

Last Updated: July 22, 2025

Jack is a Chartered Financial Planner and a Fellow of the Personal Finance Society. His role as a Financial Planning Assistant is to work closely with our Financial Planning Directors, assisting them in delivering suitable outcomes and financial advice to new and existing clients. He joined Rathbones in 2020 as a Client Service Executive and is working towards being a Financial Planner.