Nik is an investment director with 20 years’ experience in financial services. He joined Rathbones as an investment director in 2018 and manages discretionary investment portfolios for private individuals, trusts, charities and pension funds within a longstanding team.

Nik graduated with a degree in European Business Studies from Middlesex University in 1996 and is a Fellow of the Chartered Institute for Securities and Investment.

He started his career at Merrill Lynch in 1997 moving to Julius Baer in 2012 when they acquired Merrill’s international business.

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning. Amy was the winner of the Rising Talent Award at the 2021 PIMFA Diversity and Inclusion Awards.