Last Updated: July 22, 2025

My role is to help my clients achieve their financial goals by working with them to develop and manage bespoke portfolios, which are tailored to their evolving requirements. My clients include private individuals, trusts, pension schemes and corporates. In addition to my portfolio management role, I also sit on two of Investec's key committees which guide and oversee our investment process.

Last Updated: July 22, 2025

As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

Last Updated: July 22, 2025

My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust.

Last Updated: July 22, 2025

Ed is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having joined Saunderson House 20 years ago and moved to Rathbones in 2022, he is also an authorised Pension Transfer Specialist. Ed specialises in the provision of strategic financial planning, working with clients to build and execute their plans to achieve financial independence, with a focus on the bigger picture as well as the smaller details.

Last Updated: July 22, 2025

I manage a broad range of bespoke discretionary portfolios for private clients. I also work closely with advisors in order to build portfolios to meet their clients' specific needs.

Last Updated: July 22, 2025

I support and work closely with a 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.

Last Updated: July 22, 2025

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Last Updated: August 4, 2025

I provide investment advice to high net worth non-UK domiciled individuals, with a particular focus on International clients living around the world. I have extensive experience in managing bespoke, multi-currency portfolios including dollar, euro and sterling strategies for international clients. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Last Updated: July 22, 2025

Rowland began his investment career in 1997 at Fleming Private Asset Management (subsequently acquired by JP Morgan Chase) where he built up a solid grounding in equity research before becoming a private client portfolio manager. In 2001, he joined HSBC Investment Management, where he was made a director and ultimately responsible for a team managing over £200m of assets.

Last Updated: July 22, 2025

Sarah works in our Cambridge office, helping Simon Whitmore to look after the needs of his clients. She joined Rathbones in June 2013 after taking time off to raise her family. Sarah commenced her career in financial services with SSgA before moving to the corporate broking team at Deutsche Bank, then the corporate finance team at Collins Stewart.

Last Updated: July 22, 2025

James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds.

Last Updated: July 22, 2025

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances.