As part of the court of protection team, my priority is to ensure our clients day-to-day administrative requirements are completed on a timely basis. It is an enjoyable role which focuses on communicating with our clients on a regular basis, ensuring any funding requirements are met and keeping up to date with the regulatory and investment processes we have adopted within the team to best serve our clients.

In liaison with our settlements office, I undertake all probate sales for our Cheltenham office, focusing on execution-only trades.

Natalie joined Rathbones in November 2021. She provides administrative support to the whole office and has 5 years of experience in financial services. Natalie enjoys gardening, crochet and spending time with family and friends.

I provide investment assistance within an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.

My role is to provide support to our team of specialist charities investment managers, dealing with all aspects of administration and liaising directly with clients, thereby ensuring a high level of service.

As a trainee investment manager, I work closely in a team with two senior investment directors and two associate investment directors, providing them with research, report and data management support for their large client base. I specialise in providing detailed analytics for a deeper understanding of the assets within a client's portfolio. By taking a step back to understand the client's current overall financial position, this allows me to identify potential changes to the structure of their portfolio, to suit their requirements and financial objectives, which I then communicate to the investment manager. To ensure the best possible outcome for the clients, I work closely with Rathbones' in-house research team to identify suitable investment opportunities for each client's portfolio, which match their risk profiles and objectives, to enable them to meet their long term financial goals. Along with continuous development through my day-to-day work, I am also working towards gaining my professional qualifications.

My particular research covers European and UK equity third party managers and, as with all regions, the intention is to identify best in class fund managers that can deliver exceptional risk-adjusted returns over the long term. We place a lot of emphasis on qualitative research and that involves meeting fund managers and gleaning information that cannot be learnt from readily available performance data, factsheets or presentations. Meeting fund managers who operate with different philosophies is one of the fascinating parts of the job as they typically exhibit very different viewpoints on the outlooks for individual stocks and industries. We aim to provide our clients with a range of different and complementary investment strategies, covering different investment styles and market cap exposures. Comparing, contrasting and making relative assessments on funds is a key part of my day to day role.

I support a team of experienced investment managers who manage assets on behalf of private individuals (both directly and through IFAs), trusts and pension funds.

I am a Senior Research Director within the Investment & Research Office primarily responsible for fund selection and due diligence covering the fixed income universe across the risk spectrum including investment grade and sub-investment grade. I am looking for superior teams with highly sophisticated resources that can navigate all sorts of market environments. I am searching for the best in class fixed income fund products for our clients' portfolios.

At Rathbones I head the equity collective's team and our purpose is to identify and select best in class third party solutions, applying a proprietary, qualitative due diligence approach. Our fund research list provides an exciting and diversified set of tools that are utilised in the portfolio construct process to deliver the best risk adjusted, sustainable returns for our clients. I currently retain analyst responsibilities for UK, Asia and Emerging Markets equities funds. Investment Trusts form an important part of our investment offering and we regularly engage with the investment teams and boards of all of our Trusts as part of corporate governance responsibilities. My other duties include membership of the Collectives Committee, Illustrative Portfolio Committee and Portfolio Solutions Committee.