John joined Rathbones in 2018 having previously worked as an investment research analyst in Singapore. He is an Investment Manager based in the Newcastle office, specialising in the management of private client, trust, offshore and pensions fund portfolios.

John holds the Chartered Institute of Securities and Investment (CISI) Chartered Wealth Manager qualification as well as the CFA UK Investment Management Certificate. He completed his master’s degree in Finance at Newcastle University in 2015 and graduated with distinction. He also holds a bachelor’s degree in Economics and English from the University of Liverpool.

As a Trainee Investment Manager, I work closely with our Investment Managers to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of account management from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.

Within the international team, I'm responsible for managing a range of bespoke multicurrency portfolios including dollar, euro and sterling strategies. I have a particular focus on our South African business as well as managing a number of UK-based clients, including an IFA discretionary service.

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

My role is to contribute to the suite of investment ideas available to investment managers for inclusion in client portfolios. I work in the research department as part of the equities team, which provides research on a range of UK, US and European companies. Our rigorous approach to investment analysis is designed to identify companies with the right characteristics to deliver superior returns over the long term and hence enhance the performance of client portfolios. My particular area of responsibility is technology and communication services companies. I also sit on the committee that oversees the composition of the equity element of the firm's UK illustrative portfolio.

I support a team made up of an experienced divisional director and head of the Sheffield office, and a senior investment director, who manage assets on behalf of private individuals (both directly and through IFA's), as well as trusts, charities, and pension funds.

I work with the Investment Risk team where I assist in the implementation and monitoring of our suitability process. My role involves reviewing and producing various suitability related reports as well as assisting Investment Managers through quality assurance audits and advising them on any suitability queries they may have.

I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client's unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.

As an Investment Administrator, I support the Investment Managers in the day-to-day management of portfolios. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts, liaising with Investment Managers and IFA's on a daily basis to provide the highest level of service, allowing the Investment Managers to focus more on ensuring their clients have a seamless experience with Rathbones.