Our offshore team

Jonathan is managing director of Rathbone Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbone Investment Management International in January 2006.

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Phil is the deputy managing director of Rathbone Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).

He joined Rathbones from Close International Asset Management, where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has worked in the finance industry for 37 years, both in Jersey and the United Kingdom; and he has extensive private and investment banking experience, having also worked previously at SG Hambros and NatWest Bank.

Ian is the company secretary and operations manager at Rathbone Investment Management International, having been with Rathbones since 2002, after the acquisition of Oaktree Investment Management by Rathbones Brother Plc.

Ian in his current role has responsibility for offshore operations, and oversees the Company Secretarial function.

He began his career with Royal Bank of Canada, then Royal Trust, in 1987 before joining Lazards in 1992. Ian was a member of the team that established the investment management operation for Société Générale in Jersey in 1997 before moving to Oaktree Investment Management, an independent investment business in 1999.

Vaughan is an investment director for Rathbone Investment Management International and sits on the company’s Investment Committee.  He joined Rathbones in Jersey in January 2008 and manages a range of private client and trust portfolios for local and overseas clients. Vaughan is a Fellow of the Chartered Institute for Securities and Investment.

Matthew is a client director at Rathbone Investment Management International. He has worked in the private client investment management industry for over 35 years, most recently as a director of Cazenove Capital in Jersey. In that time he has worked closely with trust companies, consultants, individuals and their advisers providing solutions in investment management, banking and debt structuring.

Matthew is a Chartered Member of the Chartered Institute for Securities and Investment. He holds the Diploma in Company Direction from the Institute of Directors, a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing, and the Banking Diploma from the Chartered Institute of Bankers.

Richard is a client director at Rathbone Investment Management International. He is primarily responsible for the growth of the overseas private client base with an emphasis on Asia. Richard is a Fellow of the Chartered Institute for Securities and Investment, holds a Diploma in Trust and Estate Practice and has two degrees in Financial Services. Richard joined Rathbones in September 2018 and has 20 years’ experience in financial services in both Jersey and Hong Kong, most recently with HSBC and Brooks Macdonald.

Tim is an investment director at Rathbone Investment Management International Ltd (RIMI), having joined the company in 2007, and manages a range of private client, trust and charity portfolios. He is a Chartered Member of the Chartered Institute for Securities and Investment and holds the Investment Advice Certificate and the Certificate in Investment Management. Tim sits on the Jersey Executive Committee and has responsibility for RIMI’s Environmental, Social, and Governance (ESG) considerations. He also sits on the Group Collectives Committee helping oversee research and selection of ‘best of breed’ funds.

Tim began his career in 1998 with the Bank of New York in London and moved to Jersey in 1999 to join Cater Allen Investment Management, which was acquired by Close International Asset Management in 2001. He was responsible for managing private client investment portfolios and was part of the investment team that managed the award-winning multi-manager, multi-asset Close All Weather Fund.

Alan is an investment director for Rathbone Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment.

Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Joel is an investment director at Rathbone Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joel is a Chartered Financial Analyst charterholder (CFA). He is also a Chartered Fellow of the Chartered Institute for Securities and Investment, having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction. In addition, he holds the Diploma in Financial Planning from the Chartered Insurance Institute. In his spare time, he runs courses helping candidates preparing for their CFA exams.

Joel began his finance career in 2005 as a commercial wealth manager with HSBC in Leeds and Jersey. In 2010 he moved to Barclays Bank Offshore, and was responsible for the management of the Barclays ‘International Funds’ discretionary portfolios for international clients, trusts and charities. Joel moved to Smith & Williamson in 2015 as a senior portfolio manage and joined Rathbones at the start of 2019.

Ben joined Rathbone Investment Management International in Jersey in May 2019. He is a client manager with responsibility for the growth of the overseas institutional and private client base with an emphasis on the Middle East. Ben, who graduated from Swansea University with a BSc in Mathematics, began his finance career in 2011 at NatWest Offshore in Jersey, where he was an international wealth manager. He subsequently managed a portfolio of high net worth clients at HSBC Expat; and most recently he worked at Brooks Macdonald International as a client manager with a focus on private clients in the Middle East.

Ben is a Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with merit. He holds the CISI Investment Advice Diploma (IAD) and the CISI Islamic Finance Qualification. He has recently passed the first paper of the Chartered Financial Analyst (CFA) qualification and plans to continue his studies.

Leah is an investment manager with Rathbone Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMIL. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.  

She is a Chartered Member of the Chartered Institute for Securities and Investment and qualified as a Level 7 Chartered Wealth Manager in 2019, previously passing the Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) with distinction.

Victoria is an assistant investment manager with Rathbone Investment Management International in Jersey. She has over 17 years’ experience in the finance industry, four years of which have been in Jersey in trust and private banking. Victoria joined Rathbones in 2012 having previously worked at Nomura Asset Management in London.  

She is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma. Victoria also holds the Investment Management Certificate.  

Aimee is an assistant investment manager with Rathbone Investment Management International in Jersey. She graduated from Jersey International Business School with a first class honours degree in International Financial Services, awarded by the University of Buckingham. Aimee subsequently joined Rathbones in September 2017 as part of the Rathbone graduate entry programme.

She is an Associate Member of the Chartered Institute for Securities and Investment, having passed in 2019 the Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) with merit. Aimee also holds the Investment Advice Diploma.

Chris is an investment manager at Rathbone Investment Management International. He manages multi-asset discretionary portfolios for offshore trusts, private clients and charities. Chris graduated from The University of Exeter with a degree in Law, is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and holds the designation Chartered Wealth Manager, following completion of the level 7 Chartered Wealth Manager qualification.

Chris began his finance career in 2014 at Affinity Private Wealth, working across both the investment management and trust sides of the business, before moving to Quilter Cheviot in 2017. He joined Rathbones in 2020 and sits on the Jersey Investment Committee.

Jodie is an assistant investment manager with Rathbone Investment Management International in Jersey. She has a degree in International Financial Services and holds the CFA Diploma in Investment Management (ESG), the CISI Investment Advice Diploma and the ACI Dealing Certificate.

She began her career in 2016 at RBS International where she worked in institutional FX sales in the Markets division of the bank. Jodie joined Rathbones in September 2020 and sits on the local Research & Analysis committee.

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.