Last Updated: July 22, 2025

I am a professional Wealth Planner specialising in investment management and financial planning for high net worth clients. I work closely with Camilla Sherbrooke, advising a small number of wealthy families. I have a background in portfolio management and sit on our Stock Selection and Investment Committees. I also run our Investment Academy which contributes to the thought leadership section of our website - Investec Focus. I believe in perpetual learning and that cognitive diversity helps teams to solve complex problems.

Last Updated: July 22, 2025

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Last Updated: July 22, 2025

William is a Chartered Financial Planner with the Chartered Insurance Institute, a member of The Society of Trustee and Estate Practitioners and a Fellow of the Personal Finance Society.  He joined Rathbones in 2017 from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning.

Last Updated: August 7, 2025

Steve takes great care in guiding clients through the complex decisions involved in planning their financial future. He takes pride and genuine pleasure in supporting multiple generations within the same family, building lasting relationships founded on trust and understanding. By taking the time to fully understand each client's financial circumstances and long-term goals, Steve develops tailored financial plans that evolve over time, adapting to life’s inevitable changes.

Last Updated: July 22, 2025

I am a senior investment director, working in our specialist charities team based in London. I provide bespoke investment advice and management to a diverse group of charity clients, working closely with Trustees to create portfolios tailored to meet their objectives. I am passionate about sustainability and am a member of our environmental research group as well as sitting on our Collectives investment committee.

Last Updated: July 22, 2025

Stuart joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Before joining Rathbones, Stuart held various roles in Barclays’ Retail, Corporate, Real Estate and Wealth divisions. Since his move to the Court of Protection team, Stuart has enjoyed supporting our clients and their deputies/trustees. He is currently studying for the CISI Investment & Advice qualification. Away from work Stuart has two young children and is a keen sportsman with a golf handicap of 7.  

Last Updated: July 22, 2025

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Last Updated: July 22, 2025

Grant has almost 20 years experience in the industry having joined Glasgow stockbrokers Stirling Hendry in 1995 whilst still at university. Starting on the firm's graduate trainee programme, he progressed to the role of investment manager looking after a variety of private clients, trusts and charities. Through a variety of mergers, the firm eventually became part of the Gerrard Group and Grant moved to Brewin Dolphin in 2005 and became an assistant director. He joined Rathbones in May 2015.

Last Updated: July 22, 2025

I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

Last Updated: July 22, 2025

Stuart works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He is also the lead fund manager of the Rathbone High Quality Bond Fund.  Stuart joined Rathbones in September 2017 and was made an Assistant Fund Manager in January 2020, then Fund Manager in January 2022. Previously, he gained three years industry experience at Brown Shipley.

Last Updated: July 22, 2025

Kirsten assists Andy Pitt and Gareth Pearl with the administration of charity portfolios. She joined Rathbones early in 2017, after previously working for JP Morgan for over 10 years in client services. Kirsten graduated from Edinburgh University with a BA (Hons) degree in Business Management.

Last Updated: August 20, 2025

Simon is a Senior Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisers across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with over two decades of experience in wealth management, Simon works closely with individuals, families, trusts, and their advisers to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.