Paul was appointed chief executive in May 2019, having served as managing director of Rathbone 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.
She began her career on the Lloyds TSB Finance graduate scheme following her graduation in 1995, and qualified as 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 is an investment director of Rathbone Investment Management and head of the London office. He manages a broad range of investment mandates including those for, individuals, trusts, pension funds (SIPPs and SSAS), charities and local authorities.
Rupert holds an honours degree in Economics, is an alumnus of INSEAD and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
He has over 34 years’ experience within the private client investment industry. He joined the Group Executive Committee in July 2015 and heads our London investment team.
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.
Ivo is head of specialist and charity business, and continues to manage charity and private client portfolios.
Ivo joined Rathbones after graduating from Edinburgh University in 1991 and is a Chartered Fellow of the Chartered Institute for Securities and Investment. He was appointed an investment director of Rathbone Investment Management Limited in 1999 and joined the Group Executive Committee in July 2015.
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.
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.