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.

Last Updated: October 1, 2025

With over 24 years of experience in wealth management, I provide bespoke financial planning to individuals, families, trusts and corporates. My priority is to ensure that every recommendation is aligned with long-term goals while addressing immediate needs. I lead with a clear and disciplined approach: understanding each client’s objectives, building robust cash flow plans, and identifying both opportunities and potential challenges. This enables me to deliver comprehensive strategies across pensions, investments, protection and intergenerational planning.

Last Updated: October 1, 2025

James has been working in Financial Services for over 25 years and joined Rathbones from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. 

Last Updated: October 1, 2025

James has been working in Financial Services for over 25 years and joined Rathbones from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. 

Last Updated: October 1, 2025

Richard is the regional director for Rathbones’ Kendal office; along with the Kendal team, Richard manages funds on behalf of private clients, pension funds, companies and trusts. Richard moved to the Lake District to join Rathbones in 2002, having trained and worked in London and has been investing on behalf of his clients for close to 30 years.

Last Updated: October 1, 2025

Jake joined Rathbones in 2020.  He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Last Updated: October 2, 2025

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment. Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a junior investment manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

Last Updated: October 1, 2025

James joined Rathbones in September 2025, bringing with him two decades of experience from Cazenove Capital. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), where he has also served as an external specialist. With a strong focus on Structured Products, James previously led the proposition at Cazenove Capital and now contributes his expertise as a member of the Structured Product Committee at Rathbones. He primarily works with Private Clients and their Financial Advisors.

Last Updated: October 1, 2025

Ines is a Business Development Executive responsible for supporting, engaging, and building relationships with financial advisers, intermediary clients, and wealth managers across the North of England. Prior to this, Ines began her career at Schroders, joining the Sales team as an apprentice and progressing to a Business Development Executive.

Last Updated: October 1, 2025

Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Last Updated: October 3, 2025

Sophie joined Rathbones in March 2025 and predominantly supports Ian Tansley and Cristian Lane Davies to ensure the smooth running of their client accounts. Prior to joining Rathbones, Sophie graduated from Bristol University in 2022 and has since worked in the legal industry. She is currently studying towards the CISI Investment Advice Diploma.

Last Updated: October 2, 2025

A warning to investors against panic pension withdrawals, with potential for regrets and lost growth as Budget tax fears fuel premature lump-sum exits.