Last Updated: July 22, 2025

Gerry is a business development director and is a key point of contact for financial advisers in the North of England.  He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market.  He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations.  In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner.  In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the

Last Updated: July 22, 2025

Christy heads up the tax advantaged investments proposition at Rathbones, where she is responsible for delivering a structured approach, with thorough due diligence, that will provide clients greater opportunity to invest in this space. Prior to joining Rathbones, Christy was involved in advising, identifying, and executing financial strategies, and supporting UHNW families at Fry Family Office. Christy is a Certified Financial Planner, who started her career working alongside accountants and solicitors to best support their clients.

Last Updated: July 22, 2025

Andrew works closely with Tony Smith and Graeme Dickie in Glasgow, providing investment management services to private individuals, pensions, and trusts. He completed an undergraduate degree at Glasgow Caledonian University in Finance, Investment and Risk. After obtaining a 2:1, he went on to complete a Master’s degree in Investment Fund Management, achieving a Merit from the University of Glasgow. Andrew joined Speirs & Jeffrey in 2018 on their graduate scheme before Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: August 6, 2025

I analyse cross asset structured products for the benefit of multi-asset portfolios and bespoke mandates and co-manage specific long volatility portfolios for clients. I spend time educating a range of clients and interested advisors on what structured products are and how to use them efficiently. In addition, I am part of the Structured Products Committee.

Last Updated: September 18, 2025

I work alongside Senior Investment Directors, helping to manage investments on behalf of private clients, trusts, charities and professional advisers. I work diligently with clients to achieve long term financial objectives. I have a keen interest in social and environmental impact investing and sustainable investment portfolios

Last Updated: July 24, 2025

Henrietta Baldock was appointed as a non-executive director on 21 September 2023. Henrietta has extensive knowledge of the financial services sector, through her 25 years’ experience in investment banking, most recently as Chair of the European Financial Institutions team at Bank of America Merrill Lynch, where she advised many boards on a number of significant transactions. In 2021, she was appointed Chair of Investec Wealth & Investment (UK). Henrietta’s industry experience demonstrates her valuable strategic and transformation advisory skills.

Last Updated: July 22, 2025

Cristian is an assistant investment manager working alongside Ian Tansley, James Walker and Ian Burrows providing personalised investment management services for private clients, charities, trusts and pensions. Cristian also works closely with a range of Midland based firms of intermediaries including solicitors, accountants and independent financial advisors.

Last Updated: August 4, 2025

My role is to develop, manage and build consistency within our Paraplanning and Support Teams, who are responsible for preparing technical analysis and reports, implementing recommendations, maintaining compliant files and preparing annual reviews for our clients. I look to install a passion in the teams I work with to fulfil their potential and have the desire to want to deliver extraordinary service as standard.

Last Updated: July 22, 2025

I manage both professional and retail clients on an advisory and discretionary basis. My client base and outlook for investing is global and my team trades in equities, fixed income and alternatives, and uses options to enhance returns.

Last Updated: July 22, 2025

I manage multi-asset portfolios for private clients, corporate clients and charities.

Last Updated: July 22, 2025

Julian is an investment director and manages a wide range of private client, family trust, personal pension and charity portfolios. Julian achieved the Securities Industry Diploma in 1997 having joined A H Cobbold & Co in 1986. In October 2010 Julian became a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning. Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees. Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning. Iain is married with one son and dog, lives in London and is usually found outside at the weekend.