Last Updated: July 22, 2025

Within our specialist Charities team I work as an Investment Director providing advice and portfolio management for charities and not-for-profit organisations. I am involved in the firms wider investment process through the Responsible Investment Committee, integrating sustainability throughout the group.

Last Updated: October 1, 2025

Will is a Business Development Executive focused on building relationships with Financial Advisors and Discretionary Fund Managers in the East of England and Scotland. Previously, he worked at LGT Wealth Management as an Assistant Investment Manager, managing the Sustainable Model Portfolio Service. Will holds the Investment Advice Diploma (Level 4) and is studying towards his Capital Markets Diploma (Level 6) and has an MA in Economics from Heriot Watt University. 

Last Updated: October 1, 2025

Tom is a Business Development Director for the West and South Wales region, responsible for supporting, engaging, and building relationships with wealth managers, financial advisers, and intermediary clients across the region. He joined Rathbones in 2025 from Vanguard Asset Management, where he spent 11 years leading business development across the South West and Wales. Prior to this, Tom worked as a Financial Planner for 11 years, both in the UK and overseas. He is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Last Updated: October 1, 2025

Alfie is the Business Development Director at Rathbones for the East of England, supporting financial advisers with discretionary investment solutions and client-focused portfolio services.   Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds. 

Last Updated: October 1, 2025

Alfie is the Business Development Director at Rathbones for the East of England, supporting financial advisers with discretionary investment solutions and client-focused portfolio services.   Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds. 

Last Updated: October 1, 2025

Andy is an Business Development Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 20 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.

Last Updated: October 1, 2025

Andy is an Business Development Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 20 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.

Last Updated: October 1, 2025

Callum joined Rathbones in 2025 as a Business Development Director, covering the South West. He is responsible for developing and maintaining relationships with financial advisers and intermediary clients, supporting their business needs, and driving growth across the area. Prior to joining Rathbones, Callum spent six years at Brooks Macdonald Group as a Business Development Manager covering the South West.

Last Updated: October 1, 2025

Chris is a Business Development Director for London and the Southeast. He has been with the combined business for eighteen years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.

Last Updated: October 1, 2025

Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. She also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.

Last Updated: October 1, 2025

Alison is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) with over 20 years of experience in wealth management. As a Senior Investment Director at Rathbones, she specialises in creating and managing bespoke investment portfolios for individuals, families, trusts (including personal injury trusts), pension funds, and charities. Known for her thoughtful and down-to-earth approach, Alison works closely with clients and professional advisers to ensure financial goals are met with care and precision.

Last Updated: October 1, 2025

David is the head of sustainability and lead fund manager of the Rathbone Greenbank Global Sustainability Fund at Rathbones Asset Management. David joined Rathbones in June 2014 after 14 years working in equity analysis and fund management, including time at Hermes and Goldman Sachs. David is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. He graduated with a BSc (Hons) in Economics and Politics from the University of Southampton.