Last Updated: January 3, 2025

Last Updated: January 3, 2025

Last Updated: September 30, 2025

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Last Updated: July 21, 2025

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Last Updated: June 26, 2023

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016.

Last Updated: September 26, 2025

“The first half of 2025 marked a pivotal phase for Rathbones, as we successfully completed the planned client and asset migration of Investec Wealth & Investment (IW&I). This milestone increased run-rate synergies to £47.2 million as at 30 June 2025 and set the stage for the remaining synergies to be delivered in the second half of the year as we continue to realise further benefits of operating as a single, larger business."

Last Updated: June 26, 2023

Tim is an investment director at Rathbones Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate, the Certificate in Investment Management and the CFA Certificate in ESG Investing. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations.

Last Updated: April 17, 2024

Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.

Last Updated: June 26, 2023

Joel is an investment director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute.

Last Updated: June 26, 2023

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.  

Last Updated: June 23, 2023

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School.

Last Updated: June 26, 2023

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).