Last Updated: July 22, 2025

Julian joined Rathbones Investment Management in 1997 and now heads up the Northern Region as a whole. Having qualified as a chartered accountant with PWC in 1997, Julian has around 30 years’ experience in the financial industry. He is a chartered wealth manager and a chartered fellow of the Chartered Institute for Securities and Investment and has a wealth of experience in Charities, Trusts, Private Clients and Pension Funds. He is also a trustee of several charitable trusts.

Last Updated: July 22, 2025

David joined the professional funds department of Simon & Coates (S&C) Private Clients division in 1984. S&C was taken over by Chase Manhattan at the time of Big Bang in 1986 and when Chase exited securities in 1989, the professional funds team joined Tilney. In 2007 Tilney was sold to Deutsche Bank (DB) and David and his immediate colleagues eventually transferred to Rathbones in June 2014.

Last Updated: July 22, 2025

Alastair is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment. He manages portfolios for a wide range of clients including private individuals, trusts and charities. Alastair graduated from Durham University with an honours degree in Engineering.  His financial career began at KPMG and Blackadders Wealth Management before joining Speirs & Jeffrey in 2004.  Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: July 22, 2025

I provide comprehensive, fee-based financial planning advice to High Net Worth private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. 

Last Updated: July 22, 2025

John is a senior trust manager working in Liverpool for Rathbones, offering tax planning advice, administration and accountancy services to trustees, individuals and corporate entities. John has extensive experience in the trust and taxation field having previously occupied consultant roles at chartered accountancy practices in London and Liverpool.

Last Updated: July 22, 2025

Michelle joined Rathbones in 2024 having spent the previous 33 years at a UK based Trust Company.  During her time there, Michelle dealt with the administration of trusts and estates, eventually heading up the team dealing with Trust Terminations and Estate Administration.

Last Updated: July 22, 2025

Nicholas works alongside Robert Hughes-Penney in the management of private client, charitable and institutional portfolios, having joined Rathbones in 2019 from investment manager and corporate broker WH Ireland. He read History at King’s College, London and graduated with a first class honours degree in 2017. He has passed the Chartered Wealth Manager qualification and the Investment Management Certificate. He is a CFA Level II candidate.

Last Updated: July 22, 2025

Lizzie joined Rathbones in 2019 having previously worked at Seven Investment Management as a private client assistant relationship manager for just under four years. She has nearly ten years’ experience in back office/operation asset transfers and front office roles with Tilney Bestinvest and Octopus Investments.

Last Updated: July 22, 2025

Alex is an investment director, he has a joint honours degree in Politics, Philosophy and Economics from UEA. Alex is a Chartered Fellow of the Chartered Institute for Securities and Investments, holding the Diploma, and is also a Chartered Financial Analyst charterholder. Prior to joining Rathbones in December 2007, Alex worked at HSBC Investments (formerly James Capel) for eight years managing investment portfolios for charities and private clients. At HSBC Alex was a member of the UK Stock Committee and specifically covered the engineering, aerospace and defence sectors.

Last Updated: July 22, 2025

Before joining Investec in 2020 Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts and corporates.

Last Updated: August 4, 2025

I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.

Last Updated: July 22, 2025

Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.