Tom manages investment portfolios and provides wealth management services on behalf of private individuals, IFAs, trusts, personal pensions and small charities.

He has a particular focus within the Bristol office for Entrepreneurs and Business Owners, leading on the co-ordination of activities to support this sector in the region and for developing relationships within the professional adviser community working in this eco-system.

After graduating from Exeter University in 2003, Tom served as an Army Officer in The Royal Green Jackets and The Rifles before joining the industry in 2009. Prior to joining Rathbones (previously Investec), Tom worked in London with Kleinwort Benson. He holds a BA (Hons) Politics degree and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Tom has completed the CISI’s Chartered Wealth Manager qualification and the Chartered Insurance Institute’s Financial Planning Diploma units covering tax, pensions and financial protection. He also holds the Investment Management Certificate.

Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.

Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.

Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.

Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds. In addition to working with private clients I also work with intermediaries, collaborating together to deliver their clients' investment objectives.

I help clients with some of the most important decisions they'll ever make regarding their financial future and take pleasure, and pride, in helping multi-generations of the same family. I take a great deal of care to ensure I fully understand my clients' financial circumstances and their future goals, to evolve and develop plans over time which deal with life changes. I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as managing funds on behalf of charities and not-for-profit organisations.

My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire. Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge. Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.

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.

I manage and advise on investment strategy and portfolios for private individuals, pension funds, family trusts and pension funds.

I work closely with my clients to understand their financial needs, providing bespoke financial plans for individuals and families alike. My priority is helping clients to maximise their assets, working with them to construct investment portfolios that will continue to meet their needs many years into the future. To ensure the best possible outcome for my clients I provide a tailored service, with solutions custom built to serve clients' unique circumstances and their particular tolerance for risk. I also work closely alongside our financial planning team, combining investment solutions with holistic advice on areas such as pensions, inheritance tax planning, and life insurance.

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA's, as well as trusts and company investments. I look after a number of clients based overseas, especially in South Africa where I work with private clients and intermediaries to provide a global investment solution.

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time. The strategy that is agreed upon is kept under regular review and adapted as individual circumstances and the investment environment evolve.