Last Updated: July 22, 2025

Shelly manages the Investor Relations function at Rathbones Group Plc.  She started her career in Toronto working for TD Securities before moving to the UK to join the London Stock Exchange where she held various roles that allowed her to build her experience of listing rules and annual Plc practices. She then joined the Investor Relations practice of Citigate Dewe Rogerson where she worked with a number of large UK and European listed clients across a range of industries executing their investor relations programmes.

Last Updated: July 22, 2025

Kate joined Rathbones as an Investment Director in 2016 and is based in our Winchester office. She concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset portfolios. Within Rathbones, Kate sits on various committees including our Vulnerable Client Panel as well as specialist teams focussed on supporting Entrepreneurs and Divorcee clients.

Last Updated: July 22, 2025

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements. Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Last Updated: July 22, 2025

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals.

Last Updated: July 22, 2025

Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon.  Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.     Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.

Last Updated: July 22, 2025

Lee Joined Rathbones in 2011 as an Investment Manager. He manages investments for a range of private clients, pension funds, trusts and charities. Prior to joining Rathbones from Barclays Wealth, Lee has over 15 years’ experience within the private client investment management industry and has worked at Blackrock in the Charities division and managed private client portfolios for a number of years at Investec. Lee is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Diploma in Investment Management.

Last Updated: July 22, 2025

Julie is an investment manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007. Julie joined Rathbones in July 2015 following nearly nine years with Brewin Dolphin and five and a half years with Aberdeen Asset Managers in trainee and investment manager roles.

Last Updated: July 22, 2025

Jack works closely with Robert Walker, Paula Forecast and Ross Bridger, managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts. He joined Rathbones in 2023, having previously worked as an assistant portfolio manager in the discretionary investment team at Saunderson House. Jack is a Chartered Wealth Manager and a member of the Chartered Institute for Securities and Investments (CISI). He holds a degree in Economics and Mathematics from the University of Exeter, where he graduated with a 2:1 in 2019.

Last Updated: July 22, 2025

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

Last Updated: July 22, 2025

I work with my clients to construct investment portfolios that meet their specific requirements and are suited to their individual circumstances. I recognise that no two clients' circumstances are the same and as a result I engage with people to fully understand what they are trying to achieve, so that I can provide a bespoke service, tailored to their specific requirements and adapted over time as may be required. I specialise in bespoke discretionary management of multi asset client portfolios on behalf of individuals, trusts, corporations and pension funds.

Last Updated: July 22, 2025

Charlotte joined the firm in March 2010 and became a Chartered Financial Planner in 2015.Charlotte is keen to help clients achieve their objectives and enjoy their wealth to the fullest.  Charlotte’s aim is to give clients peace of mind that their financial affairs are being well taken care of so they can focus on their own personal goals.  Charlotte has a particular passion for promoting financial awareness across women and younger people. Outside of the office, Charlotte is a mum to two young girls and loves holidays and trips with friends and family.

Last Updated: July 22, 2025

Jonathan is an investment director, joining Rathbones in March 2011. He is a Fellow of the Chartered Institute of Securities and Investment and has been managing investments for a wide range of private individuals, trusts, SIPPs and charities since 1983.