Last Updated: July 22, 2025

Ann joined Rathbones in 2007 and works as a client service executive for Robert Hughes-Penney. She has more than 25 years’ experience working in the finance industry.  Prior to joining Rathbones, Ann worked for a firm of accountants/football agents specialising in professional footballers where she was responsible for managing their personal administration. She has a certificate in Investment Administration level 3 from the Securities & Investment Institute (2009), and obtained a BA (Hons) in Humanities with Classical Studies from the Open University in 2015.

Last Updated: July 22, 2025

James started his career in 2008 working for Lloyds TSB Private Banking in Exeter as an investment reviewer. In 2010 he moved to London and worked briefly as an associate equity dealer before joining Smith & Williamson in 2011. James joined Rathbones as an investment manager in 2014.James works in a successful team alongside Peter Lowe and three further investment managers. James and the team manage in excess of £1.6bn across a range of portfolios, including a broad range of investment mandates for individuals, trusts, pension funds (both SIPPs and SSASs) and charities.

Last Updated: July 22, 2025

Michael joined Rathbones in 2020 as a Chartered Wealth Manager and works with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals.He joined from Brewin Dolphin having been attracted by Rathbones specialty in environmentally sustainable and ethical investment, and has completed the CFA ESG Certificate. Michael graduated with full honours from St Andrew’s University having studied Applied Physics and Astrophysics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Last Updated: August 6, 2025

I assist clients and intermediaries with matters relating to financial markets and portfolios, whether they're private individuals, pensions, charities, trusts, solicitors or accountants. Each client and intermediary relationship has their own bespoke requirements and I aim to ensure these are fully incorporated into the client experience.

Last Updated: July 22, 2025

I am a Senior Investment Director with responsibility for managing portfolios for a range of individual private clients, family trusts, personal pensions and Charities based in the UK and overseas.

Last Updated: July 22, 2025

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

Last Updated: July 22, 2025

Charlie joined Greenbank in January 2021 after graduating from the University of Warwick with a BASc (Bachelor of Arts and Sciences) in Economic Studies and Global Sustainable Development. He also holds the Investment Management Certificate from CFA Society United Kingdom. As an Ethical, Sustainable and Impact Researcher, Charlie is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues.

Last Updated: July 22, 2025

With my team, I manage a range of discretionary multi-asset mandates for two teams within Investec Wealth & Investment. I work closely with our research department on asset allocation, fund selection and individual bond and stock selection, particularly within the UK equity market.

Last Updated: July 22, 2025

Ali joined Rathbones in April 2016 and was appointed company secretary in May 2016. Prior to joining Rathbones, Ali spent nine years as director of company secretarial services at Signet Jewelers having responsibilities for a wide variety of areas and functions during this time. Ali graduated in Law and is a Fellow of Institute of Chartered Secretaries and Administrators. 

Last Updated: July 22, 2025

I am a Chartered Financial Planner at Rathbones, providing holistic financial planning and investment advice to clients and their families. This involves providing a pro-active personalised service to first understand our client’s life goals and motivations, then building a tailored financial plan to achieve. I aim to provide peace of mind for our client’s financial futures and my focus is on building long-term relationships that can help our clients navigate their way through various challenges including:

Last Updated: August 4, 2025

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.