Last Updated: August 4, 2025

I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.

Last Updated: September 18, 2025

As Office Support Lead, I lead the Investment Administration and Secretarial team. My role is to support the Investment Managers to enable them to provide a smooth client journey. I am also involved in the roll out of new processes to ensure we deliver our work efficiently.

Last Updated: August 4, 2025

I offer a broad and holistic advice led service to my clients. As an Investment Manager, I have many years' experience managing investment portfolios. Over and above that, I am a client's first port of call with regard to any financial question or query they may have. I work closely with my colleagues to offer a comprehensive service covering all financial planning and investment management services for clients and their families.

Last Updated: August 20, 2025

Alex joined Rathbones as an investment director in 2002 and manages a large portfolio of high net worth private clients, their SIPPs and associated trusts. He started his investment career in London over 30 years ago at Henderson Administration where he trained. He subsequently helped establish the private client fund management department within Murray Johnstone before moving to Premier Asset Management. Alex is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments.

Last Updated: July 22, 2025

James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.

Last Updated: July 22, 2025

Lauren started her career in management after graduating with a 1st class degree from University and has worked for Rathbones Trust Company and the Burdett Trust for Nursing since September 2021.Lauren supports the team working closely with case managers to ensure the smooth running of the Charities’ and Trusts’ administration.

Last Updated: July 22, 2025

Nolan manages portfolios for private clients, trusts, pensions, companies and charities. He is a graduate of the University of the West of England with a first class honours degree in Business Studies; and joined Rathbones in September 2001 – after three years in a similar role at Greig Middleton. Nolan is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI); where he is also past president of the CISI Bristol, Bath & South Wales Branch Committee. Outside of work Nolan is a member of MENSA and supports various charities. 

Last Updated: July 22, 2025

Stephanie is an investment director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.

Last Updated: July 22, 2025

Chris is an Enterprise Architect, Strategist and Technical Evangelist who has been with Rathbones since February 2017. He has 21 years’ experience in Information Technology, with 10 of those in financial services having previously worked for Callcredit, now TransUnion UK. Chris has broad industry experience and qualifications, whilst also being a member of the BCS having been awarded Chartered IT Professional status in 2009. Chris enjoys golf and scuba diving using both as good excuses to travel the world.

Last Updated: July 22, 2025

Chris joined Rathbones from a national independent financial adviser and as well as being a Chartered Financial Planner is a Fellow of the Personal Finance Society. Chris has been advising individuals and businesses since 1998 on investment, pension and inheritance tax. His areas of specialism include the planning relating to drawing benefits from pension plans and the use of trusts as part of family financial planning. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.

Last Updated: July 22, 2025

Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Last Updated: August 4, 2025

I am responsible for managing portfolios for both private clients and clients of intermediaries. In the past I have primarily focussed on fund of fund portfolios as I managed the master portfolio service. However, I also have extensive knowledge of direct equities, having been a member of Investec's Stock Sector Committee, and look after a considerable number of clients who prefer to invest in listed equities. My involvement with intermediaries is growing year-on-year as this is an area that I am increasingly focussed on.