Last Updated: August 4, 2025

I provide investment advice to high net worth non-UK domiciled individuals, with a particular focus on International clients living around the world. I have extensive experience in managing bespoke, multi-currency portfolios including dollar, euro and sterling strategies for international clients. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Last Updated: July 22, 2025

Rowland began his investment career in 1997 at Fleming Private Asset Management (subsequently acquired by JP Morgan Chase) where he built up a solid grounding in equity research before becoming a private client portfolio manager. In 2001, he joined HSBC Investment Management, where he was made a director and ultimately responsible for a team managing over £200m of assets.

Last Updated: July 22, 2025

Sarah works in our Cambridge office, helping Simon Whitmore to look after the needs of his clients. She joined Rathbones in June 2013 after taking time off to raise her family. Sarah commenced her career in financial services with SSgA before moving to the corporate broking team at Deutsche Bank, then the corporate finance team at Collins Stewart.

Last Updated: July 22, 2025

James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds.

Last Updated: July 22, 2025

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances.

Last Updated: July 22, 2025

Oliver heads up the Strategic Partnership Team which provides a holistic wealth service to the clients of Investec. He manages a team of investment managers, financial planners and portfolio managers who sole focus is to achieve positive client outcomes. Oliver joined Rathbones in 2019 having come from Goldman Sachs as an investment manager, where his responsibility was to bring in new business and to manage the investments of UHNW clients. 

Last Updated: July 22, 2025

Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.

Last Updated: July 22, 2025

David is an investment director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities.  He joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a first class honours degree in Economics and Finance. 

Last Updated: July 22, 2025

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Last Updated: July 22, 2025

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

Last Updated: September 15, 2025

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

Last Updated: August 6, 2025

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.