Last Updated: July 22, 2025

I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Last Updated: July 22, 2025

My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I am the Head of our Edinburgh Office.

Last Updated: July 22, 2025

Richard has responsibility for investment management special projects including recruitment. He also manages a large number of client portfolios. He joined the Group Executive Committee in July 2015. 

Last Updated: July 22, 2025

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.

Last Updated: July 22, 2025

Jon joined Rathbone Trust Company as a trust manager in 2017 and is responsible for all aspects of trust administration for a large portfolio of clients and takes a key role in working with IFAs and their respective clients. His career started offshore in Jersey in 1997 where he dealt with international HNWI and non-domiciled UK individuals and the complex offshore structures set up to preserve their wealth.

Last Updated: July 22, 2025

I provide high quality financial planning and investment advice to private clients.

Last Updated: September 30, 2025

I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner my focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick.By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals.

Last Updated: July 29, 2025

Simonetta is Rathbones' Chief Client Officer, an executive-level role to lead client and adviser proposition development, marketing, and client experience.

Last Updated: July 22, 2025

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Last Updated: July 22, 2025

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors.

Last Updated: August 4, 2025

I am a Senior Investment Director at Rathbones. I have over 20 years of industry experience. Prior to Investec Wealth & Investment (UK) combining with Rathbones, I was a portfolio manager in their South African office, managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

Last Updated: July 22, 2025

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances.