Last Updated: July 22, 2025

James is an investment director, graduating from the University of Warwick in 2002 with a BSc (Hons) in Maths and Philosophy. He worked for Friends Provident before joining Rathbones in 2003, working for the Unit Trust division.James subsequently joined the private client business of Rathbones in 2007 and now manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts. He also spent over ten years sitting on the Rathbone UK Stock Selection Committee.

Last Updated: July 22, 2025

I am an investment director based in our Manchester office with over 20 years experience. I aim to provide outstanding service to my clients, working closely together to produce the right investment outcome.

Last Updated: July 22, 2025

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies.

Last Updated: July 24, 2025

Sarah was appointed as a non-executive director in 2015 and chair of the Remuneration Committee in June 2017. She was appointed as a designated non-executive director for our workforce engagement in 2019 along with Colin Clark.

Last Updated: July 22, 2025

Findlay joined Rathbones as an investment manager in 2018 and manages discretionary portfolios for private individuals, pension funds, family trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a member of the Overseas Equity Committee, contributing to the investment process at Rathbones. Findlay graduated from Loughborough University with a degree in Economics & Finance before starting his career at Charles Stanley.

Last Updated: July 22, 2025

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.

Last Updated: July 22, 2025

David is an Investment Director at Greenbank Investments. He joined the team in January 2020 and now manages investment portfolios on behalf of private clients who have a particular focus in ethical and sustainable investment. Prior to joining Rathbones he had 10 years experience working in financial planning as well as an investment analyst, specialising in global equities and investment trusts. David is passionate about investment markets and has experiences across the financial services sector.

Last Updated: July 22, 2025

Camilla is an investment director and has worked in private client fund management since 2011. She joined Rathbones in 2011 having previously worked at Lyxor Asset Management, part of the Societe Generale Group.Camilla graduated from the University of Edinburgh gaining a 2:1 in Geography in 2010 and is now a Chartered Fellow, FCSI, of the Chartered Institute for Securities and Investment, having completed the Chartered Institute for Securities and Investment Masters in 2014.

Last Updated: July 22, 2025

John is responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities. Prior to joining Rathbones in January 2020, John spent nine years at Tilney as a portfolio manager. He holds an Honours Degree in Business Economics and is a member of the Personal Finance Society and a Chartered Fellow of the Chartered institute for Securities and Investments. John has attained the Diploma in Regulated Financial Planning from the CII and the Chartered Wealth Manager qualification from the CISI. 

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Rathbones’ in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies.

Last Updated: August 6, 2025

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.

Last Updated: July 22, 2025

Kitty joined Greenbank in June 2020. She has a Bsc (Hons) in Geography from the University of Gloucestershire and began her career at The New Zealand Red Cross. Kitty has completed part one of the CISI level 3 Investment Operations Certificate and is working towards completing the remaining two exams.