Last Updated: July 22, 2025

I am part of the team in the Leeds office that manages portfolios on behalf of individuals, trusts, charities, solvency II clients and self-invested pension plans (SIPPs), as well as dealing with investments held within offshore bond wrappers. I always seek to deliver a high level of client service by creating tailored and bespoke investment solutions, and building long lasting relationships along the way. This also involves working closely with other professional advisers, including independent financial advisers, solicitors and accountants.

Last Updated: August 4, 2025

I look after wealthy families and individuals who are looking to have their financial affairs covered in a holistic way. I work closely with their advisers from a planning, legal and accounting perspective, to ensure that all financial angles are covered once the discussions around long term structuring have been agreed. I am also able to access broader banking and business solutions for clients using the breadth of services provided elsewhere within Investec.

Last Updated: July 22, 2025

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Last Updated: July 22, 2025

Isobel is an Investment Director in the Cambridge office. Prior to joining Rathbones, she was an Investment Director at Brooks Macdonald for 11 years, firstly based in the Channel Islands and then from 2018 in the East Anglia office. She is responsible for managing investment portfolios for private individuals, pensions, trusts and charities and currently sit on the Structured Return research committee. She is a Chartered Fellow of the Institute for Securities (CISI) and Investment and hold the CISI Level 7 Diploma in Wealth Management and the CFA Certificate in ESG investing.

Last Updated: July 22, 2025

Nicholas joined Rathbones in April 2016 from HSBC where he had spent the last 28 years working in the Discretionary Wealth Management division. He graduated from the University of Southampton in 1984 with a bachelor’s degree in Politics and International Studies. 

Last Updated: July 22, 2025

Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment. 

Last Updated: July 22, 2025

My priority is to address the needs of clients who wish to invest in stock markets through a bespoke investment portfolio specifically tailored to their needs and wishes. I can create a portfolio at the outset or take over the management of an existing one on their behalf, spending time discussing appropriate investment objectives and degree of risk which should be followed. In doing so their investment portfolio should deliver over the years ahead, proving to be a valuable asset in their overall wealth regime.

Last Updated: July 22, 2025

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma. Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Last Updated: July 22, 2025

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

Last Updated: July 28, 2025

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I'm heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

Last Updated: July 22, 2025

Paula has extensive experience in creating bespoke investment strategies for private clients, trusts, pensions, and charities. She partners closely with clients and trusted advisers to develop comprehensive and tax efficient, financial plans aligned with their unique goals and circumstances.

Last Updated: July 22, 2025

Leah is an investment manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.