Last Updated: July 22, 2025

Owen joined Rathbones through the graduate scheme in October 2019 and has since become an Assistant Investment Manager in the London office. He works together with Jane Sydenham, Nehal Desai & Jake Huson in providing discretionary investment management services for private individuals, pensions and trusts.

Last Updated: July 22, 2025

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!

Last Updated: July 22, 2025

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise.

Last Updated: July 22, 2025

Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS. Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Last Updated: August 7, 2025

Leigh-Ann Gaskins joined the company in 2019 and serves as Office Coordinator and PA to Tristan George, Head of the Cheltenham Office. With a strong focus on organisation and efficiency, Leigh-Ann plays a key role in supporting daily operations and ensuring the smooth running of the office. Her proactive approach and attention to detail make her an invaluable part of the team.

Last Updated: July 22, 2025

I manage portfolios for private clients, trusts and charities. With the client at the centre of our business, my focus is on establishing good relationships to understand their circumstances and requirements, applying the guidance of our research team to create a portfolio and investment strategy that reflects these. I actively take part in business initiatives as we continually look to improve our service for the benefit of our clients.

Last Updated: July 22, 2025

Bertie works alongside Freddie Bennett and Jessie Finelli providing personalised investment management services to individuals, their pensions and family trusts. Prior to this he managed a team in the Investment Risk department having joined Rathbones in 2018. Bertie graduated from Oxford Brookes University with a degree in Business and Geography. He is a member of the Chartered Institute for Securities and Investments (CISI) and holds the Investment Advice Diploma (IAD) and Level 7 Chartered Wealth Manager qualifications.

Last Updated: July 22, 2025

CONTACT GAIL ON020 7399 0191 Gail is the Head of Platform Relations for Rathbones. She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients. Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Last Updated: July 22, 2025

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities. Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Last Updated: July 22, 2025

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed.

Last Updated: July 22, 2025

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

Last Updated: July 22, 2025

Alex is an investment manager based in the London office. He works as part of a wider team of six investment professionals providing bespoke investment solutions for a wide range of clients and helping them to achieve their objectives. He also works closely in tandem with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and/or intergenerational planning.