Spokespeople

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.  Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014 and 2016; Best SRI Bond Fund at the Money Observer 2015, 2016 and 2017 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over three and five years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. His Rathbone Strategic Bond Fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015 and was highly commended in 2016.

David is head of the team that is responsible for managing the Rathbone Multi-Asset Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi asset funds and segregated mandates. He began his career with Hambros Bank in 1984

Edward is Head of Asset Allocation Research at Rathbones and supports its investment process with proprietary macro-based, multi-asset research. He is a member of the Strategic Asset Allocation Committee, Sector Selection Committee, and a founding member of the Responsible Investment Committee. Edward presents frequently to clients on the economic and financial market outlook, and comments on economic developments in the press. He is a regular guest on Bloomberg TV and Sky News. 

He joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service. He began his career at Blackrock.

Edward is a Chartered Financial Analyst, and has served on the continuing education committee of CFA UK, for whom he has also helped write position papers, most recently on the future of corporate financial reporting. He is a published expert on risk management for high net worth individuals, and is a member of the Society of Professional Economists. He has an MA from the University of Oxford and an MSc with distinction in Economic History from the London School of Economics and Political Science (LSE).

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. 

Jane is an investment director, specialising in the management of portfolios for individuals, family groups and their associated trusts, charities and pension funds.

She is a Chartered Fellow of the Chartered Institute for Securities and Investment. Jane is also a member of Rathbones Asset Allocation Committee responsible for communicating Rathbones' investment views and recommendations to clients and the media, appearing regularly on the Today programme on BBC Radio 4, as well as Wake up to Money on BBC Radio 5. She also contributes to the FT, Times and other titles on issues relevant to private clients.

Jane started her career with mid-sized private client firm Montagu Loebl Stanley in 1987, before a takeover by Robert Fleming, in 1989. Jane became a director of Fleming Private Asset Management in 1999, and joined Rathbones in 2001 following a takeover of Robert Fleming by Chase Manhattan, and a subsequent merger with JPMorgan.

Julian is Rathbones’ chief investment officer, and therefore plays a key role in the ongoing development of the organisation’s investment process. Prior to this, Julian was assigned board director of Rathbone Unit Trust Management in October 2001, and joined Rathbones in July 2001 as deputy chief investment director.

Julian is also a member of Rathbones’ Investment Executive Committee. He has over 30 year’s investment experience, gained within organisations such as James Capel, Global Asset Management, Bankers Trust and Investec Asset Management.

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.

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.

Sophie is responsible for internal communications at Rathbone Brothers plc and media relations for Rathbone Investment Management. With a PR agency background, she has also worked in-house at global organisations including Freshfields Bruckhaus Deringer, White & Case and Alstom. She graduated from the University of Bath with a degree in International Management and French and was a Deloitte Scholar.