Last Updated: October 1, 2025

Craig joined Rathbones in November 2018, bringing 15 years’ financial services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.

Last Updated: October 3, 2025

Sophie joined Rathbones in March 2025 and predominantly supports Ian Tansley and Cristian Lane Davies to ensure the smooth running of their client accounts. Prior to joining Rathbones, Sophie graduated from Bristol University in 2022 and has since worked in the legal industry. She is currently studying towards the CISI Investment Advice Diploma.

Last Updated: October 2, 2025

A warning to investors against panic pension withdrawals, with potential for regrets and lost growth as Budget tax fears fuel premature lump-sum exits.

Last Updated: October 3, 2025

Stephen Field is Managing Director of Rathbones Financial Planning, appointed in October 2024 following the integration with Investec Wealth & Investment, where he served since 2011. 

Last Updated: October 2, 2025

Zane is a Business Development Director specialising in relationship management and strategic growth support for Financial Advisers. With a strong focus on helping professional advisers deliver positive outcomes for their clients, Zane works closely with them to understand their business models, client engagement strategies, and long-term goals. He provides tailored wealth and banking solutions designed to meet specific client needs, and ensures advisers receive a consistently high level of service. 

Last Updated: October 2, 2025

Zane is a Business Development Director specialising in relationship management and strategic growth support for Financial Advisers. With a strong focus on helping professional advisers deliver positive outcomes for their clients, Zane works closely with them to understand their business models, client engagement strategies, and long-term goals. He provides tailored wealth and banking solutions designed to meet specific client needs, and ensures advisers receive a consistently high level of service. 

Last Updated: October 5, 2025

Rathbones announces combination of Rathbones Group and Investec Wealth & Investment UK to create the UK’s leading discretionary wealth manager.

Last Updated: October 3, 2025

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

Last Updated: October 6, 2025

Rob focuses on managing clients’ wealth in a way that is tailored to their individual requirements and financial objectives. He places great importance on establishing a close personal dialogue with each client and gaining a detailed understanding of their circumstances, with the goal of developing long-term relationships built on trust.

Last Updated: October 5, 2025

My priority is to understand my clients' current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities.

Last Updated: October 6, 2025

Steve is an investment director at Rathbones having joined in 2014 and manages a broad range of private client portfolios, trusts and self-invested pension schemes. He started his career at Williams de Broë (now Investec) in 2011. Steve is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. He is a member of the Rathbones Financial Adviser Investment team.

Last Updated: September 30, 2025

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.