Private Office

Rathbones Private Office offers you bespoke financial advice and portfolio management to fit today’s needs and tomorrow’s aspirations. We take time and great care to listen to your circumstances and present curated solutions to help reach your objectives. 

Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant. 

You will have direct access to a team of wealth management experts who will personally manage your affairs. And our independence from other financial providers ensures that the service we offer is never tied to any manager, asset class or investment style — creating unconstrained opportunities.

What we do

Private office is a highly individual wealth and investment management service, curated for clients with significant assets and complex requirements. 

Our expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside your existing team of professional advisers or managing every aspect in-house, we adopt a holistic approach and offer you access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners. 

Our approach is advisory driven with the focus on securing long-term trusted relationships with our clients and partners. 

*This service is not regulated by the FCA
**This service is not regulated by the FCA
***Regulated by JFS

Paul Stockton - Group Chief Executive

Listening to your needs and aspirations is critical to helping you achieve your goals as a family. Our professional teams will strive to provide you the best possible results, supported by a personal service that sets us apart.

Our clients

Our team

Ian Dembinski

Ian Dembinski

Strategic partner and growth director

Strategic partner and growth director

London

Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on serving larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Following our merger with Investec wealth management, he has in addition been asked to lead the Strategic partnership with Investec bank offering their lending solutions to our wealth management clients and our investment solutions to the Bank’s clients.

Prior to joining Rathbones, he was head of UK domestic private banking at Credit Suisse and head of UK ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied modern history at Queen’s College Oxford University.

Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on serving larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Following our merger with Investec wealth management, he has in addition been asked to lead the Strategic partnership with Investec bank offering their lending solutions to our wealth management clients and our investment solutions to the Bank’s clients.Prior to joining Rathbones, he was head of UK domestic private banking at Credit Suisse and head of UK ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied modern history at Queen’s College Oxford University.
Ian Dembinski
Jake Wellesley-Smith

Jake Wellesley-Smith

Client development director - North

Client development director - North

Kendal

Jake joined Rathbones in 2020.  He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria.  He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.  

Jake is a member of the Chartered Institute for Securities and Investment.

Jake joined Rathbones in 2020.  He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships. Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria.  He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.   Jake is a member of the Chartered Institute for Securities and Investment.
Jake Wellesley-Smith
Marc Wright

Marc Wright

Senior Investment Director

Senior Investment Director

London

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity. Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.
Marc Wright
Matthew Carr

Matthew Carr

Client development director - South

Client development director - South

Winchester

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.

Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team. 

Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region. Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team. 
Matthew Carr
Melanie Wotherspoon

Melanie Wotherspoon

Head of Professional Intermediary Business Development

Head of Professional Intermediary Business Development

London

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.

Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.
Melanie Wotherspoon
Michelle White

Michelle White

Head of Private Office

Head of Private Office

London

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit.

I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.

Drawing on the broad and deep resources across Rathbones, I provide our UK and international private clients with holistic wealth management advice and solutions centred around the three core pillars of wealth management: Financial planning, Investment management and Credit. I have been fortunate to look after some of my clients for nearly two decades now which has been an honour. Helping to design plans and portfolios that provide for the families across generations with the aim of maintaining and passing on a legacy is a privilege.
Michelle White
Ramsay Wilson

Ramsay Wilson

Client development director - Scotland

Client development director - Scotland

Glasgow

Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.

Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.

Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.

Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.
Ramsay Wilson

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