Rathbones appoints new Head of Financial Planning
Rathbones has today strengthened its in-house Financial Planning team with the appointment of Gaius Jones as Head of Financial Planning, Rathbone Investment Management Ltd. Gaius joins today and will be based in London.
Gaius is a Chartered Financial Planner with more than 25 years’ experience of working with clients and their professional advisers at a senior level. He was previously CEO of Ashcourt Rowan Financial Planning and led the re-engineering of that firm’s approach to financial planning making it clearer and more effective and attractive to clients and asset managers. He joined John Scott and Partners in 1999 and held a number of senior roles in that firm’s evolution, concluding as a board member of Towry.
Chief Executive Philip Howell comments: “We know our clients derive enormous value from receiving first-class financial planning advice, whether from Rathbones or from their own Financial Adviser. Julian Palmer has built up our capabilities in this area over the past decade and Gaius’s appointment will further strengthen our overall approach. His experience and understanding of the interaction between investment management and financial planning will be an asset to Rathbones and our clients.”
Julian Palmer, Managing Director of Rathbone Pension & Advisory Services Ltd, adds: “We have made excellent progress over the past ten years and I am very pleased that financial planning at Rathbones will now benefit from even greater management support, enabling us to continue offering our clients a bespoke, well-rounded service that meets their needs. I look forward to working with Gaius.”
Gaius Jones comments: “I am delighted to be joining a firm with such proven strength in managing client portfolios. Clients tell us they see the very best results when their investment managers work closely with financial planners and IFAs. I look forward to leading the Financial Planning team at Rathbones and helping to ensure our clients’ continued success.”
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