Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.

Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.

Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.

Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.

Stephen has over twenty-five years of investment experience. He joined Speirs & Jeffrey in January 2013 and arrived with Rathbones following the integration of S&J in 2019. In addition to managing investments for individuals Stephen forms part of the Rathbones Charities Team managing portfolios for charity and trust clients.  

Stephen’s earlier investment career was in institutional fund management working as an investment director at Scottish Widows Investment Management and before that an investment manager at Britannic (now Abrdn) Asset Management. Over this period Stephen specialised in Japanese and Asian equities prior to forming part of a global equity team with responsibilities for the financial sectors. 

After graduating from Heriot-Watt University with an honours degree in Economics, Stephen completed postgraduate studies in Investment Analysis at Stirling University. Stephen is a member of the Chartered Financial Analysts Society of the UK and a Chartered Fellow of The Chartered Institute for Securities & Investment.

Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.

Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.

In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.

Olivia is an investment Director on the charity team at Rathbones, where she joined from Investec Asset Management. She is an Associate of the CISI (Chartered Institute for Securities and Investment) having obtained the Investment Advice Diploma, and is a CFA (Chartered Financial Analyst) charterholder.

Olivia graduated from Exeter University with a BSc Hons in Economics and Politics, and currently sits on the Charity Stock Selection Committee at Rathbones, as well as the Stewardship Committee.