Last Updated: September 8, 2025

Rising university costs are forcing many parents to delay retirement, borrow, or dip into savings to support their children – with the financial strain often continuing long after graduation.

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Last Updated: September 5, 2025

Lisa joined Rathbones in 2025 as an Investment Director. She provides investment advice and manages assets on behalf of wealthy individuals, families, trusts and charities. She works closely with financial planners and tax specialists to ensure her clients’ objectives are met in the most efficient manner. Prior to joining Rathbones Lisa spent 15 years with SG Kleinwort Hambros, where she looked after a wide range of clients, including entrepreneurs, city professionals and senior executives, especially those within the media and entertainment industry.

Last Updated: September 15, 2025

Alongside three other senior Investment Directors, Nick co-leads a team of 12 investment specialists advising high-net-worth individuals, families, and their companies/charities. Each wealth strategy is bespoke, shaped by clients’ tax, risk, income, and long-term legacy goals.  He specialises in the tax-efficient management of onshore and offshore portfolios, ISAs, pensions, trusts, and family investment companies.

Last Updated: September 15, 2025

Will Rigg is an Assistant Investment Manager who works closely with Investment Directors Andrew Waddell, Brendan Butler, and William Metcalfe. He helps manage a range of bespoke portfolios, including SIPPs, ISAs, and discretionary trusts, for private clients, financial advisers, and solicitors. Will holds a 2:1 Master’s degree in Chemical Engineering from Heriot-Watt University. He is a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Last Updated: September 16, 2025

Charities shift £3.7bn to active investments, citing tech-driven insights, volatility resilience, and growth in equities, alternatives over next two years.

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Last Updated: September 17, 2025

Rathbones warns passive bond funds miss key credit shifts: 202 fallen angels and rising stars since 2020 highlight the need for active fixed income management.

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Last Updated: September 18, 2025

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.

Last Updated: September 22, 2025

Rathbones launches upgraded MPS as IFAs say portfolio management cuts growth by up to 20%, urging a sharper focus on financial planning.

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Last Updated: August 26, 2025

Nearly one in 10 estates liable for inheritance tax (IHT) paid over £500,000 in the latest available year, with the number expected to rise from April 2027 when pensions are set to be included in IHT calculations, according to data obtained by Rathbones, one of the UK’s leading wealth and asset management firms.

Last Updated: August 20, 2025

Gareth is an Investment Director at Rathbones Investment Managers with over 20 years of experience in wealth management. He specialises in delivering personalised investment strategies tailored to the unique needs and goals of individuals and families. Gareth provides clear and transparent guidance to help clients navigate complex markets with confidence. He works closely with financial advisers and accountants to ensure investment strategies complement broader financial and tax considerations, offering a comprehensive approach to wealth management.

Last Updated: August 20, 2025

Sophie joined Rathbones in 2018 bringing with her a strong foundation in a client-focused approach. She is now a Chartered Investment Manager, providing fully discretionary and bespoke portfolio management services to a diverse range of clients, including private individuals, companies, trusts, and charities.

Last Updated: August 20, 2025

Imogen serves as a vital support to our Cheltenham team, ensuring day-to-day functions run seamlessly and efficiently. In the role of Team Assistant, Imogen manages scheduling, coordinates meetings & events, and ensures smooth execution of core operational tasks. Imogen also works alongside our Portfolio Managers, and provides administrative support to them.