I have worked for the company for 17 years, starting at Christows, then Williams de Broe, then Investec Wealth & Investment, and now Rathbones. I am a personal assistant for the investment directors of the Exeter office and my job is to provide secretarial support to them and the rest of the team in the office.

I have been a part of the Manchester Portfolio Management Team since 2022. We manage discretionary assets for a range of private clients, charities and businesses, constructing and implementing investment strategies based upon their unique circumstances.

I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions. I enjoy having direct contact with both clients and financial advisers on a daily basis, to whom I am a key point of contact to provide assistance.

I cover Fixed Income collectives research at Rathbones. My coverage is right across the credit spectrum from rates, corporates and through to structured credit. These can be invested anywhere in the world, while looking to provide both diversification and alpha to portfolios. Using both qualitative and quantitative research, to help distil down to the best-in-class managers who can perform through the credit cycle.

I assist in managing discretionary portfolios for a diverse client base, ensuring each portfolio is carefully tailored to meet the unique needs and long-term objectives of each client.

I work along side Chris and the other Investment Managers within the team assisting in the day to day management of client portfolios. This involves putting together performance valuations to send out to clients as well as detailing all the initial information into a report that clients will receive when they join Rathbones.

As a Strategy Assistant at Rathbones, I research and maintain commercial information such as competitor positioning, industry evolutions and market developments to help develop our strategic approach. Working with stakeholders across the business to coordinate the implementation of key strategy decisions. Monitoring of regulatory developments and subsequent assisting of embedding.

I work alongside James Wallace, John Wilkinson and Simon Powell-Jones managing investment portfolios for a wide range of Direct and Financial Adviser clients including High-Net-worth individuals, Charities, Pensions, Offshore-Bonds, Trusts and Corporate accounts.

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

I am part of the research team, with responsibility for our coverage of direct UK equities. Specifically, I cover the travel and leisure, support services, aerospace and defence, utilities and beverages sectors. We look for the most compelling investment opportunities for our clients within the Developed Market listed equity universe. As a team we do this through having sector specialisms, a bottom-up approach to analysis with rigorous due diligence and peer review. I have an interest in ESG investing, and helped develop our ESG analysis of direct equities.