Jonathan Dilley

Jonathan Dilley is an Associate Investment Director based in Exeter, partnering directly with clients and via trusted intermediaries to manage bespoke discretionary portfolios. He focuses on understanding each client’s goals and objectives—income, growth, risk and liquidity—and turns them into clear, actionable investment strategies supported by proactive reporting and review meetings. Jonathan began his career at Lloyds Private Banking before joining Investec Wealth & Investment in 2016; he became part of Rathbones following the 2024 combination of Investec Wealth & Investment UK & Rathbones. He is a Chartered Wealth Manager (FCSI) and holds a degree in Theoretical Physics from the University of Leeds.