As a member of the Liverpool Discretionary Desk, I manage multi-asset portfolios on behalf of private clients, SIPPs, trusts, pension funds, charities and offshore bonds.

I provide administrative investment support to Senior Investment Directors who manage 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.

I am a member of the Investment and Research Office, specialising in direct equity research. My area of expertise is in the equity real estate sector and I cover a wide selection of businesses across the developed market landscape. I have helped develop our equity research process over the years and continue to scour the globe for the best in class real estate businesses that we can invest in on behalf of our clients.

As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts. I'm passionate about delivering high levels of customer service to our clients.

I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex. You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

I joined Investec Wealth & Investment in November 2022 as a Strategy Assistant, and moved across to Rathbones when the two entities combined. My priority is to provide support to the Strategy Team, ensuring the smooth running and coordination of strategic projects. I ensure that activities and decisions around key processes such as Tactical Asset Allocation and Capital Market Assumptions are documented and communicated with stakeholders, as well as researching the market to look for competitor position, industry developments and how that compares to our strategic approach.

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more. I specialise in providing Bespoke Portfolio Management for clients, alongside Estate Planning/Inheritance Tax Planning through utilising services such as AIM, Income/Capital Gains Tax Planning and Life-stage Planning. This allows me to provide holistic wealth management solutions to clients, helping them manage their wealth and achieve their goals, whether they be short or long-term.

I am a member of our Global Investment Strategy Group and of the Asset Allocation Committee for the UK arm of the business. I remain heavily involved in our security selection for real estate and infrastructure. I'm also a member of our Corporate Governance Groups for both equities and investment companies and am responsible for our relationships with external research suppliers. I provide advice to portfolio managers and their clients on appropriate benchmarks and asset allocation ranges to help meet their needs.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Rathbones' extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.