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

Steve is the Head of the Strategic Partnership and Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company.

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

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

Sam is the Head of Discretionary and Global Financial Institutions. Before this he was a Business Development Director at Franklin Templeton, for seven years, with responsibility for establishing and maintaining relationships across multi-managers, global financial institutions, private banks, family offices, DFMs and advisory clients. He also spent seven years at Hermes Fund Managers in wholesale business development in the UK and Channel Islands.

Last Updated: October 1, 2025

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a voting member of the Rathbones Diversifiers Investment Committee. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

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.