Paul was appointed chief executive in May 2019, having served as managing director of Rathbones Investment Management from May 2018. He was previously group finance director from 2008 to April 2019.

Paul qualified as a chartered accountant with PriceWaterhouse in 1992, subsequently taking up a position in New York before returning to London in 1996. In 1999 he joined Old Mutual Plc as group financial controller, becoming director of finance of Gerrard Limited in 2001. In 2005, two years after the sale of Gerrard, he left to work initially for Euroclear and, subsequently, as a divisional finance director of the Phoenix Group. He was formerly a non-executive director of the Financial Services Compensation Scheme.

Jennifer was appointed to the board on 1 April 2019.

Jennifer began her career on the Lloyds TSB Finance graduate scheme following her graduation in 1995 and qualified as a chartered management accountant in 1999.  At Lloyds, Jennifer held a number of senior management roles and worked closely with the board-level team of the Lloyds TSB Group, and was a member of the Corporate Banking and Wholesale Finance Executive Committees. In addition to her position as a finance director of Corporate Banking, Jennifer spent three years as head of Credit Risk & Compliance for the Commercial Banking division of Lloyds TSB. In 2012, she joined Coutts as the global chief finance officer, and in 2015, she moved to EFG Private Bank (UK), where she was chief finance officer and deputy chief executive officer.

Rupert joined Rathbone Investment Management as an Investment Director in 2000 and became Managing Director in February 2021.  Rupert has over 39 years’ experience in the wealth management sector, attending to the needs of individuals, trusts and pension schemes.

In his investment manager role, Rupert draws upon the wide range of specialists within Rathbones to help him deliver on the requirements of those clients for whom he is responsible.

Client situations vary considerably according to life stage, quantum of wealth, particular areas of interest and planning for the future financial well-being of their families.  Consequently, investment solutions also differ widely, from those seeking income, to those seeking only capital gains.  Investment risk appetite is also very personal.  Importantly, Rathbones creates bespoke solutions to each client’s circumstances and needs.

As a member of the Executive group, Rupert is responsible for the smooth running of the firm’s private client operations.  He leads in a collaborative style and is passionate about developing staff, at all levels, to ensure they can provide the highest quality client service.

Clients are at the heart of all that Rathbones do and Rupert believes cutting-edge technology will assist in the firm’s development.

Rupert is married with one son, lives in the Cotswolds and has a passion for mountain sports.

Andy joined the firm in April 2020 as chief operating officer and is accountable for operations, change, technology and facilities. He began his career in the British Army and having left in 2004 completed an MBA at Edinburgh University.

Andy has worked at BSkyB, O2 Telefonica, Barclays Wealth and Aberdeen Standard Capital, prior to joining Rathbones. Over his career he has held senior roles focusing on client service, operations, technology and change. Andy’s last role before joining Rathbones was chief operating officer at Aberdeen Standard Capital, part of Standard Life Aberdeen.

Andrew is responsible for Rathbones’ Investment Management business in the UK outside London. He also manages a large number of client portfolios. He has spent his entire working career at Rathbones in private client investment management and joined the Group Executive Committee in July 2015.

Sarah is chief risk officer and joined Rathbones in March 2015.  She worked for NatWest and RBS group for over 30 years, including 13 years at Coutts. 

Sarah’s career turned to risk management in the 1990s and she worked in Switzerland for three years as the chief risk officer for Coutts’ international private banking business.  She moved to the Non Core division of RBS in 2010 and most recently provided risk oversight of RBS’ transformation programme. 

Sarah has an MBA with a dissertation on operational risk management and she is a member of the Institute of Risk Management. She joined the Group Executive Committee in July 2015.

Richard has responsibility for investment management special projects including recruitment. He also manages a large number of client portfolios. He joined the Group Executive Committee in July 2015. 

Mike is chief executive officer of Rathbone Unit Trust Management, joining in February 2010. With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development. Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the Retail division of GT Global Asset Management and sales & marketing director of Prolific Financial Management.

Ivo is responsible for the specialist teams, which include our Investment Office, Research and Front Office Investment Risk teams.  In addition, he leads our Marketing and Proposition colleagues, as well as Charities & Greenbank.  Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment.  He founded the charity team in London and managed portfolios as an investment manager for almost 30 years.  He was appointed to the Rathbone Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.
 

Gaynor joined Rathbones in May 2021 as Chief People Officer. 

With over 30 years’ experience, Gaynor joined from BNP Paribus UK where she led a team of 21 and was responsible for all aspects of people management, performance, culture, talent and engagement.  Previous roles include Group HR Director at Tilney Group where she led the people agenda for a business with 30 offices UK-wide, spanning 3 brands, prior to which she was a People & Corporate Development Director at Capital & Regional Plc, taking on leadership responsibility and supporting the Chairman and the CEO in restructuring the organisation.