Investing with care. For long-term security.
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Our approach to investment and advice in this area is built on a solid foundation of experience and expertise.
We take time to meet with clients, their families and professional advisers to understand their circumstances, needs and objectives. It’s our belief that only by listening to and truly understanding our clients can we create strategies to help meet their long term plans and requirements.
Our team has over 100 years’ combined experience and over this time we’ve built strong relationships with professionals in this area. If matters need resolving outside the scope of investments, we can bring the expertise of this network to offer additional support. We are trusted to manage over £1 billion of personal injury settlements, making us one of the leading specialist investment managers in the UK.
HOW CAN WE HELP YOU?
There are two distinct elements to our services.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
Our Team
Ed Walker
Business Development Director
Ed Walker
Business Development Director
Bristol
As a Business Development Director, my role is to develop professional intermediaries' investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client's requirements. I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
As a Business Development Director, my role is to develop professional intermediaries' investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client's requirements. I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ian Wolfenden
Business Development Director
Ian Wolfenden
Business Development Director
Leeds
My priortiy is to build both new and existing relationships with professional adviser firms throughout Yorkshire and the North East, providing a first-class service. I focus mainly on helping advisers deliver suitable investment solutions to all client profiles, keeping them up to date with industry and regulatory changes to help ensure they are compliant. By working closely with adviser firms to provide efficient and profitable client solutions, this in turn helps them to develop and grow their business in the future.
My priortiy is to build both new and existing relationships with professional adviser firms throughout Yorkshire and the North East, providing a first-class service. I focus mainly on helping advisers deliver suitable investment solutions to all client profiles, keeping them up to date with industry and regulatory changes to help ensure they are compliant. By working closely with adviser firms to provide efficient and profitable client solutions, this in turn helps them to develop and grow their business in the future.
Krishan Tiwari
Senior Risk Analyst
Krishan Tiwari
Senior Risk Analyst
London
I work closely with colleagues in Investment and Research office and rest of the firm for Portfolio optimization, Risk Budgeting, Risk Factor analysis and attributions, Stress Testing, Scenario analysis and various other risk measures such as Value at Risk, Interest rate and FX Risk.
I work closely with colleagues in Investment and Research office and rest of the firm for Portfolio optimization, Risk Budgeting, Risk Factor analysis and attributions, Stress Testing, Scenario analysis and various other risk measures such as Value at Risk, Interest rate and FX Risk.
Amy Kirby
Investment Director
Amy Kirby
Investment Director
London
Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.
She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.
Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.
She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.
Adam Lowe
Investment Manager
Adam Lowe
Investment Manager
London
Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones UK and Private Equity Investment Committee.
He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved the Level 7 Chartered Wealth Manager qualification. Adam is also currently studying for the CFA qualification.
Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones UK and Private Equity Investment Committee.
He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved the Level 7 Chartered Wealth Manager qualification. Adam is also currently studying for the CFA qualification.
Nik Mir
Investment director
Nik Mir
Investment director
London
Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.
Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.
He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.
Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.
Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.
He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.