Charles joined Rathbones in 2024 as an Investment Director having worked in the Financial Services industry for 30 years. He is a Chartered member of the Chartered Institute of Securities and Investments (CISI).
 
He joined Rathbones from Brooks Macdonald, where he had worked for 16 years. There he created bespoke investment solutions for high net worth individuals, primarily in conjunction with their Financial Advisers, utilising General Investment Accounts, ISAs, Pensions, Offshore Bonds, Trusts and Charities. He was also Team Head for one of the bespoke investment teams based in London.

Jack works closely with Robert Walker, Paula Forecast and Ross Bridger, managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.

He joined Rathbones in 2023, having previously worked as an assistant portfolio manager in the discretionary investment team at Saunderson House.

Jack is a Chartered Wealth Manager and a member of the Chartered Institute for Securities and Investments (CISI). He holds a degree in Economics and Mathematics from the University of Exeter, where he graduated with a 2:1 in 2019.

As a member of the investment management support team, I provide comprehensive administrative and front-of-house support. I manage client interactions, acting as the first point of contact for visitors, ensuring a professional and welcoming experience. My responsibilities include handling correspondence, preparing client documentation, and maintaining accurate records.

I also assist with data administration and facilitate communication between clients, intermediaries, and internal departments. My hybrid role encompasses receptionist duties such as welcoming clients and visitors, managing incoming calls, and overseeing meeting room bookings.

By ensuring a seamless front-of-house experience and handling general office coordination tasks, I contribute to maintaining high standards of client service and operational excellence within the team!

Reece is an Investment Manager working closely with Cameron Pollock managing portfolios for private clients, trusts and charities. He joined Speirs & Jeffrey in 2018 and initially worked in the suitability department.

He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute for Securities and Investments.

Tiffany is an experienced Investment Director at Rathbones Investment Management International, based in Guernsey, where she has managed multi-asset discretionary portfolios for private clients, offshore trusts, and corporates for over a decade. With a strong track record of delivering tailored investment solutions, Tiffany brings a wealth of expertise and a client-centric approach to her role. Tiffany joined Rathbones having been a part of the Investec Wealth and Investment (CI) since 2021.

A Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), Tiffany holds the Chartered Wealth Manager qualification, as well as the CISI Certificate in Private Client Investment Advice and Management (PCIAM) and the Investment Advice Diploma (IAD). More recently, Tiffany has undertaken the Diploma in Company Direction from the Institute of Directors, underscoring her commitment to professional excellence. Tiffany graduated from Brunel University in 2015 with a First Class Honours Degree in Business Management.

Shaun leads our Guernsey business and has more than 43 years’ experience in private banking, wealth management and trust planning for local and international high-net-worth clients.

Shaun Joined Investec Bank (CI) Limited’s Leadership Team in 2001 with responsibility for Private Clients. In 2012, Shaun helped establish Investec Wealth & Investment (CI) Limited and leads the business as Executive Director. Shaun has also been appointed an Executive Director of Rathbones Investment Management International Limited following the recent merger.

Shaun is a Chartered Fellow of the CISI, and a Chartered Wealth Manager. He is also a Member of STEP and holds the STEP Diploma in International Trust Management. Shaun was previously a Non-Executive Director of the CISI for three years in the UK, and a past president of the CISI Guernsey Branch. Shaun is also a Fellow of the Institute of Directors and holds the IoD's Chartered Director qualification.

Harry joined the team at Rathbones Cambridge in 2023, having previously been an International Investment Director at Investec Wealth and Investment. He has over 20 years’ experience in private client wealth management, managing portfolios for individuals, personal pensions, corporates and entrepreneurs.

Harry has significant experience building bespoke investment solutions for both UK and international clients. He also holds a degree in Economics, is a registered member of SAIFM and a Chartered Fellow of the Chartered Institute for Securities and Investment (FCSI).

Sam is an investment director and joined Rathbones in 2024. Prior to Rathbones, Sam worked for twelve years at Brooks Macdonald, managing discretionary multi-asset portfolios on behalf of individuals, families, trusts, charities, corporates and pension funds.

Sam graduated from the University of Kent in 2011 with a First Class Honours Degree in Financial Economics and Econometrics. Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Financial Analyst (CFA) Charterholder. He has obtained the CISI Investment Advice Diploma and CISI Diploma in Wealth Management, as well as the Chartered Financial Analyst (CFA) designation.

As a Investment administrator, my job is centred on supporting a team of investment managers in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.

I support and work closely with a team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests.