As an Investment Management Director, my priority is to help my clients achieve their financial goals. By understanding their current position, attitude to risk, financial requirements and investment objectives, I help them to build a tailored investment portfolio that suits their present and future needs.

My pride and commitment to high-quality service is supported and well-resourced by my team of dedicated investment and administrative professionals.

I specialise as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients. I provide bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed. I provide a high level of flexibility in everything I do, which means not only in service, but taking care of Ethical, Sustainable, Environmental, Social, and Governance (ESG) desires, or High Income requirements in Retirement. I'm also able to consolidate all your current investments into one place for simplicity. I typically work with families and individuals pre and post-retirement, but I also manage Pensions, Trusts, Charities, and Company portfolios.

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives. I assume day-to-day responsibility for the management of their investments, considering their risk tolerance alongside their investment goals to craft a bespoke investment strategy that precisely suits their requirements, all while adhering to agreed-upon parameters. This is underpinned by strong relationships and close collaboration with clients and their advisors. My responsibilities span a diverse clientele, encompassing individuals, pension funds, trusts, and several charitable accounts.

Libby joined Rathbones in December 2021 as a Trainee Investment Manager and was promoted to an Assistant Investment Manager in 2023. Libby works alongside Amos, assisting in managing portfolios.

She has a first-class degree in Psychology from the University of Bristol and worked at Hargreaves Lansdown before joining Rathbones. Libby has completed the CISI Investment Advice Diploma and is currently working towards the Chartered Wealth Management qualification.

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures. Investment returns can be one part of managing portfolios, but their tax efficiency is also very important. As a result, I manage portfolios for individuals, trusts, charities and some companies. I aim to keep an open mind about trends and financial information, look to challenge assumptions but equally, I am happy to be persuaded by a good idea. I believe that this will provide the best outcome for clients that I can achieve.

As office head I oversee all investment management and financial planning activities and their interaction with the Portfolio Management Team to make sure that client portfolios are constructed practically and optimally in-line with the output from the IRO. I am also responsible for putting the Investec brand and message out into the region to assist with business growth via Marketing and PR. My background in Investment Banking and particularly International Equity trading assists with understanding the global and multi-asset class view expressed in Investec client portfolios and how macro and geo-political events influence asset allocation. I work closely with the IRO to communicate their strategy and investment selections to the office.

My primary role is to work with wealthy families in order that they can achieve their financial aspirations both now and over the longer term.

I endeavour to support my clients so that, together, we can alleviate from them the stresses and concerns of looking after their financial affairs alone. Alongside my colleagues, we develop a deep understanding of our clients' needs and objectives before delivering a combination of multi-asset portfolio management alongside specialised wealth planning advice.

Cognisant that these needs and objectives are ever-developing throughout our clients' lifetimes, we maintain a frequent dialogue to ensure any alterations to the strategy can be made as individual circumstances and the world we live in evolves. The focus for each client, whether that be affluent families, trusts or corporates, is to construct the most suitable investment portfolios for their own unique situation, alongside ensuring their assets are held within the most relevant and tax efficient structures.

I specialise in managing bespoke discretionary private client portfolios, with a focus on adding value through rigorous active management. I enjoy meeting clients directly to learn their personal requirements, and implementing a strategy tailored to meeting these over the medium to longer-term. I enjoy building a relationship with clients, many of whom I have worked with for over fifteen years.

I work within our specialist charities team as an investment director where I provide strategic advice and bespoke investment management for charities and not-for-profit organisations. With ethical investment requirements being a particular focus, I create and manage tailored portfolios for clients. In addition to this, I sit on a number of internal committees to deliver the necessary resources to the firm's charity clients.