Last Updated: September 18, 2025

I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec's in-house research and are tailored to meet the individual needs of my clients.

Last Updated: September 30, 2025

Bradley Wright joined Rathbones in 2021 as a Financial Planner, bringing over a decade of experience in wealth management and works closely with high-net-worth individuals, guiding them through life’s major financial milestones and providing clear, tailored advice. Previously, Brad specialised in providing advice to legal representatives of vulnerable clients, managing complex arrangements arising from large personal injury settlements.

Last Updated: September 30, 2025

Mike manages bespoke discretionary investment portfolios for private individuals, charities, trusts, financial advisers, and other intermediaries. Collaborating closely with colleagues in Cheltenham, Birmingham, and London, he ensures each portfolio is tailored to reflect both evolving market conditions and the unique goals of each client.

Last Updated: September 30, 2025

Greg is an experienced financial planner who enjoys working closely with his clients on  all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.

Last Updated: September 30, 2025

Tomas Owen-Jones joined Rathbones in 2018 having previously worked for Border Asset Management. He began his career as a financial planner in 2011, before moving to work as an Investment Manager in 2012. Tomas graduated from the University of Liverpool, where he gained his Economics Degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: September 30, 2025

Vicki graduated from the University of Strathclyde in 2007 with a degree in Mathematics. After spending a couple of years working with a smaller financial firm in Glasgow, she joined Speirs & Jeffrey in April 2010. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. She was appointed an Investment Director in January 2018 and manages a wide range of client portfolios. Vicki also sits on the Glasgow Management Committee and is head of the ‘Pink Cloud’ in our Glasgow office.

Last Updated: September 30, 2025

Will works alongside Robert Szechenyi and Stuart Furzer managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts. Will joined Rathbones in 2019 from Abrdn where he was an associate portfolio manager. He has worked in the industry since 2012 having previously held roles at Lloyds Private Banking, Ashcourt Rowan & Abrdn. He is a CFA Charterholder, holds CFA UK’s Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities & Investment.

Last Updated: September 30, 2025

Will graduated from the University of Bristol with a BSc in Economics and Politics. He started his career at BWD Rensburg in Liverpool in 2000 until he left to join UBS in London six years later. After three years in the capital, he returned to Liverpool with Charles Stanley before joining Rathbones. He is a Fellow of the CISI which gives him FCSI status and he is also a Chartered Wealth Manager. Over his career, he has managed the investments of private clients, trusts and charities within a variety of investment wrappers.

Last Updated: September 30, 2025

Euan graduated from the University of Strathclyde with an MSc in Finance before joining Barclays Private Bank working in London, Geneva and latterly in Scotland. He joined Rathbones in 2014 and specialises in the management of charities and private clients. Euan is a CFA (Chartered Financial Analyst) charter holder, a member of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate. He sits on Rathbones Developed Market Equity Committee and is responsible for the research of European investments.

Last Updated: September 30, 2025

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research and portfolio management teams, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. 

Last Updated: September 30, 2025

Gordon is an investment director and manages investment portfolios for a wide range of clients. Gordon graduated from Strathclyde University with a degree in Analytical Chemistry before joining Speirs & Jeffrey in 1992. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: September 30, 2025

Mark is an investment director with many years of investment experience. He manages portfolios for a wide range of individuals, families, trusts, pension funds and charitable organisations. Mark joined Speirs & Jeffrey in 1989 after studying business studies at college and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.