Last Updated: July 22, 2025

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 28 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios.  James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. 

Last Updated: July 22, 2025

Phil is head of business of business development directors at Rathbones having joined Rathbones in May 2012 after 24 years with AXA. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the West.

Last Updated: July 29, 2025

Sarah is Chief Risk Officer and joined Rathbones in March 2015.  She worked for NatWest and RBS group for over 30 years, including 13 years at Coutts.  Sarah’s career turned to risk management in the 1990s and she worked in Switzerland for three years as the chief risk officer for Coutts’ international private banking business.  She moved to the Non Core division of RBS in 2010 and most recently provided risk oversight of RBS’ transformation programme. 

Last Updated: July 22, 2025

I manage private client and corporate portfolios for both domestic and international clients.

Last Updated: July 22, 2025

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Last Updated: July 22, 2025

Jake joined Rathbone Investment Management International (Jersey) in November 2016 as part of the Rathbone Graduate Programme. Jake assisted with the management of portfolios for individuals, trusts, companies and charities and has experience working with offshore investment mandates. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.

Last Updated: July 30, 2025

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

Last Updated: July 22, 2025

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.

Last Updated: July 22, 2025

As a Portfolio Manager, I work closely with other Investment Managers, Investec's in-house research teams as well as external fund managers to identify investment opportunities, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Last Updated: July 22, 2025

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.

Last Updated: July 22, 2025

I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

Last Updated: July 22, 2025

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives.