Last Updated: July 22, 2025

James is an investment director and is responsible for running portfolios on behalf of private clients, small charities, self-invested pension schemes and trusts. He has a BSc (Hons) in Business Finance and Economics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. James joined Rathbones in 1990 after spending a number of years working at Sheppards.

Last Updated: July 22, 2025

I work in a team made up of portfolio managers and support personnel. The core role I undertake is the management of personal investment portfolios, personal pensions (SIPP's) and medium and smaller sized charities. I am also a member of the investment policy committee, chairing this periodically, as this committee is a key element of the asset allocation and construction of client investment portfolios.

Last Updated: July 22, 2025

George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George's clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

Last Updated: July 22, 2025

I specialise in managing investment portfolios for families, personal pensions, trusts and charities. I enjoy meeting my clients, either at our office or at their homes, and on a regular basis which helps to form strong and lasting relationships with each of them. I take an active interest in the management of their capital, so my clients understand who makes the decisions on their behalf. I am a Chartered Fellow of the Securities Institute and hold the Securities Institute Diploma, having qualified in 1994.

Last Updated: July 22, 2025

Alistair began his career at Gerrard Vivien Gray in 1996, before joining Brewin Dolphin in 1997, where he spent 23 years managing investments on behalf of private clients, financial advisers, charities and trusts. Alistair joined Rathbones in 2020 as an investment director and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.  

Last Updated: July 22, 2025

Brogan joined Rathbones in January 2017 and works as a Client Service Executive.

Last Updated: July 22, 2025

Harry joined Rathbones in April 2018 having graduated from the University of Leeds with a BSc (Hons) in Biochemistry. His role as an investment manager involves managing portfolios on behalf of a diverse range of clients which include private clients, personal pensions, family investment companies, charities, trusts and international clients. Harry also has experience managing unit trusts for larger mandates. 

Last Updated: July 22, 2025

I'm a founding director of the Birmingham office, with more than 25 years' experience of managing segregated investment portfolios. During this time, I've specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I'm supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives.

Last Updated: July 22, 2025

I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.

Last Updated: July 22, 2025

Martha joined Rathbones as an investment director in 2016.  At Rathbones Martha concentrates on investments for private individuals, their pensions and family trusts, specialising in the management of multi asset investment portfolios.  Martha is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Last Updated: July 22, 2025

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk.

Last Updated: July 22, 2025

Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning.  Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children.