Last Updated: October 30, 2025

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Last Updated: November 7, 2025

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an Investment Director, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.

Last Updated: October 13, 2025

Stephanie is an Investment Director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.

Last Updated: October 14, 2025

Camilla was appointed Chief Executive Officer, Wealth, Rathbones Group in June 2025, bringing over 30 years of experience in Wealth Management and Private Banking. She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra-high net worth segments, both onshore and offshore.

Last Updated: October 16, 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 16, 2025

Rathbones coalition drives compliance among FTSE 350 and AIM companies following targeted engagement.

Last Updated: September 30, 2025

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment. Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Last Updated: October 16, 2025

Rachit Chirania is an Investment Analyst in the Emerging Market Equities team, with over 11 years of experience in equity research and investment consulting. He has previously worked at GAM Investments and at a leading Asian sell-side firm, where he developed deep expertise in emerging markets, particularly India. Rachit is known for his ability to generate high-conviction investment ideas through a blend of qualitative and quantitative analysis, applying both top-down macroeconomic frameworks and bottom-up company-level insights.

Last Updated: November 6, 2025

Rory is an Investment Manager in the Edinburgh office managing portfolios for private clients, trusts, pensions and charities alongside Iain Currie and Clare Gunn. He joined Rathbones in January 2023 having spent almost 5 years as an Associate Director at 7IM, formerly TCAM, in Edinburgh. Rory is a Chartered Member of the Chartered Institute of Securities and Investment and is a Chartered Wealth Manager.

Last Updated: November 12, 2025

Rathbones Group, one of the UK’s leading wealth and asset management firms, is bringing new talent into its leadership team to build on its successful integration with Investec Wealth & Investments UK (IW&I) and deliver growth as a leader in UK wealth.

Last Updated: November 11, 2025

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Last Updated: November 11, 2025

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.