Last Updated: November 14, 2025

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Last Updated: November 14, 2025

Stuart is an investment director and looks after a growing number of private clients, pensions, charities and trusts. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. Stuart graduated from St. Andrews University with an honours degree in Economics/Finance. After obtaining his qualifications at Tilney, Stuart took a year out travelling around the world before returning to work at Charles Stanley in Edinburgh. He returned to Glasgow and joined Speirs and Jeffrey in 2003. Speirs and Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: November 13, 2025

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.   Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Last Updated: November 12, 2025

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Last Updated: November 18, 2025

A plea to the UK government to back investors and entrepreneurs with pro-growth tax, pension, housing, and investment reforms to build prosperity.

Last Updated: November 20, 2025

Rathbones, one of the UK’s leading wealth and asset management groups, today underscored its commitment to creating long-term, values-driven wealth through responsible investment at its inaugural Group-wide Responsible Investment Summit in London, delivered by Rathbones Greenbank, Rathbones’ specialist responsible investment team.

Last Updated: November 20, 2025

James manages portfolios for private clients, trusts and pensions. After graduating from the University of Glasgow in 2010 with an honours degree in Law, he spent time abroad, before joining Speirs & Jeffrey in June 2012. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. James is a Chartered Wealth Manager and he is also a Chartered Fellow of the Chartered Institute for Securities & Investment. In addition to looking after his own client bank, James also works closely with Graeme Dickie.

Last Updated: November 19, 2025

Michael joined Rathbones in 2020 as a Chartered Wealth Manager and works with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals. He joined from Brewin Dolphin having been attracted by Rathbones specialty in environmentally sustainable and ethical investment, and has completed the CFA ESG Certificate. Michael graduated with full honours from St Andrew’s University having studied Applied Physics and Astrophysics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Last Updated: November 19, 2025

Stephen has over twenty-five years of investment experience. He joined Speirs & Jeffrey in January 2013 and arrived with Rathbones following the integration of S&J in 2019. In addition to managing investments for individuals Stephen forms part of the Rathbones Charities Team managing portfolios for charity and trust clients.  

Last Updated: November 18, 2025

Chris has over 13 years' investment management and financial planning experience. He is a specialist in providing advice to recipients of personal injury and clinical negligence awards. Chris works closely with clients, their families, legal representatives, trustees of personal injury trusts and deputies appointed by the Court of Protection. 

Last Updated: November 19, 2025

Harpal has over 18 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones. He advises recipients of personal injury settlements and their representatives on the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities.  Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. He also sits on the Rathbones ETF and Passive Investment Committee.

Last Updated: November 20, 2025

Nolan manages portfolios for private clients, trusts, pensions, companies and charities. He is a graduate of the University of the West of England with a first class honours degree in Business Studies; and joined Rathbones in September 2001 – after three years in a similar role at Greig Middleton. Nolan is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI); where he is also past president of the CISI Bristol, Bath & South Wales Branch Committee. Outside of work Nolan is a member of MENSA and supports various charities.