Last Updated: July 22, 2025

Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.

Last Updated: July 22, 2025

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

Last Updated: July 22, 2025

Sammy co-manages the Rathbones Global Opportunities Fund with James Thomson. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan- European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.

Last Updated: July 24, 2025

Terri was appointed as a non-executive director in July 2018 and is chair of the risk committee.

Last Updated: July 22, 2025

Matthew joined Rathbones as an investment director in June 2014.  He specialises in managing investment portfolios for private clients, pension funds, trusts, charities and private companies.  Matthew began his career in 1994 at Robson Cotterell which went on to become part of Charles Stanley in 2002.  He was an investment manager at Deutsche Bank Asset & Wealth Management for 6 ½ years before joining Rathbones. 

Last Updated: July 22, 2025

I specialise in investment management and I've seen pretty much everything since the 1987 stock market crash, through the internet boom, 911, Global Financial Crisis and current Coronavirus pandemic. We have always delivered for the clients and their portfolios continue to get stronger and stronger. I have a very diverse range of clients which gives great diversity of experience.

Last Updated: July 22, 2025

Jess joined Rathbones in November 2018 as an administration assistant supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Jess was promoted to Client Service Executive in January 2021. Jess graduated from Brunel University in 2015 with an honours degree in Economics and Business Finance.

Last Updated: July 22, 2025

As a specialist on the Charities Team I aim to produce a solution that best meets my clients' objectives. My clients range from long term grant making endowments to charities that have received lottery monies and wish to spend them by a precise date and from hospices to high profile charities in the arts and entertainment world.

Last Updated: July 22, 2025

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

Last Updated: July 30, 2025

I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.

Last Updated: July 22, 2025

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Last Updated: July 22, 2025

Cameron graduated from the University of Glasgow in 2009 with an honours degree in Law. While studying for his degree he spent a year abroad in Nijmegen in The Netherlands. He joined Speirs & Jeffrey in August 2009 and initially worked in the custody department, moving to the investment support department in the summer of 2010. Cameron was appointed an Investment Director in December 2017.