Last Updated: September 30, 2025

Ashley comes from an HR/L&D background, having worked in the industry for three years as an apprentice for a boutique executive search firm before moving into financial planning in 2019. He completed his diploma in 2020 and moved into a paraplanner role shortly after, assisting advisers with research and writing client reports.

Last Updated: September 30, 2025

Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.  Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers). 

Last Updated: September 30, 2025

Jemima is an Investment Sales Consultant for the West region, working alongside Ben Johnson and Matt Honour. She will focus on building relationships with Financial Advisors and discretionary fund managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon. Jemima previously worked at Jupiter Asset Management where she worked for over two years as a Sales Support Executive.     Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University. 

Last Updated: September 30, 2025

Keval joined Rathbones in July 2021 as an equity analyst for the Rathbone Income Fund. Keval undertakes fundamental analysis on the fund’s existing holdings and screens new opportunities. Keval previously worked as a global investment analyst at the Kuwaiti sovereign wealth fund. Keval is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: September 30, 2025

Robbie is an equity analyst on the Rathbone UK Opportunities Fund. He joined us in October 2021, having previously worked at Mirabaud Asset Management as a UK equity fund analyst. Robbie is a Chartered Financial Analyst (CFA) charterholder as well as a chartered accountant and member of the Institute of Chartered Accountants of Scotland (ICAS), having started his career on the graduate programme at Ernst & Young. Robbie graduated from the University of Cambridge with a Master’s degree in Economics and also holds the Investment Management Certificate (IMC).  

Last Updated: September 30, 2025

Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.

Last Updated: September 30, 2025

Jayne Rogers is executive chair of Rathbones Asset Management Ltd (RAM) and Chief Distribution Officer of Rathbones Group.  Jayne works closely with RAM’s chief executive Tom Carroll to oversee the growth of the funds and intermediary businesses, as well as developing and delivering a distribution strategy for the wealth management business. Jayne previously worked for Morgan Stanley Investment Management (MSIM), where she was latterly EMEA head of strategic initiatives. At MSIM she had oversight of strategy, regulation and governance.

Last Updated: September 30, 2025

Christie is assistant fund manager in the fixed income team.Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

Last Updated: September 30, 2025

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Last Updated: September 30, 2025

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Last Updated: September 30, 2025

Lisa is the Head of Asia ex-Japan Equities and fund manager. Lisa joined from Prusik Investment Management where she was a Partner and Portfolio Manager and was instrumental in setting up and leading its sustainable investing capabilities. Prior to this she was a fund manager at Columbia Threadneedle for over a decade and led several Asia equities institutional portfolios. Lisa started her career in academic research and was a tenure track Assistant Professor in Engineering at the National University of Singapore.

Last Updated: September 30, 2025

Joaquim is the global emerging markets fund manager. Joaquim was an Investment Manager in GAM’s emerging market equity team from 2012 to 2024. Before GAM he also worked at CQS and Cazenove Capital Management, managing long/short emerging market equities. Prior to this he held senior emerging market research positions on the sell-side, having begun his career at ING Barings.