Last Updated: July 22, 2025

Tilia joined Rathbones in 2022 as a junior ESG and stewardship analyst. She is part of the stewardship team, working on corporate engagement activities, informed proxy voting and the integration of environmental, social and governance (ESG) factors within the investment process. Prior to joining Rathbones, Tilia was knowledge officer at Accounting for Sustainability (A4S) where she worked to inspire action by finance leaders to drive a shift towards resilient business models and a sustainable economy.

Last Updated: July 22, 2025

Glenn has joined Rathbones as an investment director having begun his career in financial markets in 1985.

Last Updated: July 22, 2025

Ian is a regional director and specialises in managing bespoke investment portfolios on behalf of private individuals, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute of Securities and Investment and holds an honours degree in Accounting and Finance. Ian has over 20 years' experience in the investment management industry. During his career Ian has forged strong working relationships with a range of national and Midlands based firms of intermediaries including solicitors, accountants and independent financial advisors.

Last Updated: July 22, 2025

My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service.

Last Updated: July 22, 2025

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

Last Updated: July 22, 2025

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.

Last Updated: July 30, 2025

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland. 

Last Updated: July 22, 2025

I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives.

Last Updated: July 22, 2025

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

Last Updated: July 22, 2025

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy.

Last Updated: August 14, 2025

I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security. 

Last Updated: July 22, 2025

David is an Investment Director and manages the investments of Private Clients, Corporates and Charities. David also has expertise working with multi-generational family businesses, managing all their investment needs and helping them to both grow and preserve their wealth. He began his career in financial services in 1997 with Greig Middleton who became Gerrard and eventually Barclays Wealth. David joined RBC Brewin Dolphin in 2010 before moving to Rathbones in 2023.