Last Updated: September 30, 2025

My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.

Last Updated: September 30, 2025

Camilla is an Investment Director working closely with Charles Wilcox to manage bespoke discretionary portfolios for private clients, pensions, and trusts. She is committed to building long-term relationships and delivering a highly personalised service that reflects each client’s goals and values. She particularly enjoys getting to know her clients, understanding what really matters to them, and helping them navigate decisions about their wealth with clarity and confidence.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

Will is a fund manager on the Rathbone Multi-Asset Portfolio Funds, the offshore Luxembourg-based SICAVs, as well as the Rathbones Managed Portfolio Service (MPS), working alongside David Coombs. He joined Rathbones in 2007, having worked previously as a specialist researcher for Theisen Securities. At Rathbones, Will joined the charities team, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been on the multi-asset team since 2015 and is a member of Rathbones’ Fixed Income Funds Committee.

Last Updated: September 1, 2025

Fiona joined Rathbones in October 2019 following her previous role leading the investment team at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients, pension funds and flagship unitised strategies. Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

Last Updated: July 22, 2025

Salary: Competitive with an excellent benefits package Reference Number: VAC 2409 Duration: 9 month Fixer term contract Location: Bristol

Last Updated: July 22, 2025

Suitability Administrator Apprentice - 21 month fixed term contract - Glasgow

Last Updated: July 22, 2025

Client Service Administrator Apprentice - 24 month fixed term contract - Glasgow

Last Updated: July 22, 2025

VAC 2463 - Client Summaries Administrator - 6 month fixed term contract - Bristol

Last Updated: July 22, 2025

VAC 2491 - Quality Assurance Specialist - Liverpool or London - Permanent

Last Updated: July 22, 2025

VAC 2490 - Administrator – Account Opening - Liverpool - 12 month fixed term contract

Last Updated: July 22, 2025

VAC 2155 - Head of Investment Marketing - Permanent - London