Group executive committee

Paul Stockton

Rathbones Group Plc - Group Chief Executive Officer

Paul Stockton

Rathbones Group Plc - Group Chief Executive Officer

London

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.

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.

Iain Hooley

Rathbones Group Plc - Group Chief Financial Officer

Iain Hooley

Rathbones Group Plc - Group Chief Financial Officer

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Andy Brodie

Chief Operating Officer

Andy Brodie

Chief Operating Officer

London

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.

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.

Sarah Owen-Jones

Chief Risk Officer

Sarah Owen-Jones

Chief Risk Officer

London

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.

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.

Rupert Baron

Chief Executive Officer of Investment Management

Rupert Baron

Chief Executive Officer of Investment Management

London

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.

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.

Ivo Darnley

Managing director - Rathbones Investment Management

Ivo Darnley

Managing director - Rathbones Investment Management

London

Ivo is responsible for the RIM client facing, Investment Research and Investment Risk teams. 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 Rathbones Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.
 

Ivo is responsible for the RIM client facing, Investment Research and Investment Risk teams. 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 Rathbones Investment Management Committee in 2006 and joined the Group Executive Committee in July 2015.
 

Gaynor Gillespie

Chief People Officer

Gaynor Gillespie

Chief People Officer

London

Gaynor joined Rathbones in May 2021 as Chief People Officer.

With over 30 years’ experience, Gaynor joined from BNP Paribas 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 and Corporate Development Director at Capital and Regional Plc, taking on leadership responsibility and supporting the Chairman and the CEO in restructuring the organisation.

Gaynor joined Rathbones in May 2021 as Chief People Officer.

With over 30 years’ experience, Gaynor joined from BNP Paribas 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 and Corporate Development Director at Capital and Regional Plc, taking on leadership responsibility and supporting the Chairman and the CEO in restructuring the organisation.

Jennifer Mathias

Group Chief of Staff

Jennifer Mathias

Group Chief of Staff

London

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 and 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.

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 and 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.

Tony Overy

Chief Executive Officer of Saunderson House & Rathbones Financial Planning

Tony Overy

Chief Executive Officer of Saunderson House & Rathbones Financial Planning

London

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Jayne Rogers

Executive Chair of Rathbone Asset Management and Group Chief Distribution Officer

Jayne Rogers

Executive Chair of Rathbone Asset Management and Group Chief Distribution Officer

London

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Martin McGovern

Chief Client Officer

Martin McGovern

Chief Client Officer

London

As Interim Chief Client Officer, Martin leads the team responsible for proposition development, client insight, marketing and communications. He has over 30 years  experience in financial services marketing , having spent 19 years at Barclays and subsequent marketing and brand strategy leadership appointments with Merrill Lynch, BlackRock, Standard Life Investments and UBS.

Martin has also acted as an independent marketing consultant, and in a previous engagement at Rathbones in 2021 led a functional and capability review that created the Client Office team.

Martin is a graduate of the University of Nottingham, has a MA in Marketing from Kingston University and is a Fellow of The Chartered Institute of Marketing. He joined the Group Executive Committee in June 2023. 

As Interim Chief Client Officer, Martin leads the team responsible for proposition development, client insight, marketing and communications. He has over 30 years  experience in financial services marketing , having spent 19 years at Barclays and subsequent marketing and brand strategy leadership appointments with Merrill Lynch, BlackRock, Standard Life Investments and UBS.

Martin has also acted as an independent marketing consultant, and in a previous engagement at Rathbones in 2021 led a functional and capability review that created the Client Office team.

Martin is a graduate of the University of Nottingham, has a MA in Marketing from Kingston University and is a Fellow of The Chartered Institute of Marketing. He joined the Group Executive Committee in June 2023. 

Murray Mackay

Managing Director of Investec Wealth & Investment UK

Murray Mackay

Managing Director of Investec Wealth & Investment UK

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