Last Updated: September 30, 2025

Alan joined Rathbones in October 2005 and was made co-manager of the Rathbone Income Fund in October 2018. He has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. Alan is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. 

Last Updated: September 30, 2025

James has been the lead manager of the Rathbone Global Opportunities Fund since 2003; he was assistant manager of the fund at its inception in 2001. It is one of the top performing funds in the IA Global sector over that period. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He sits on the Executive Committee of Rathbones Asset Management, is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.

Last Updated: September 30, 2025

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.  

Last Updated: September 30, 2025

Sammy co-manages the Rathbones Global Opportunities Fund with James Thomson. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan- European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.

Last Updated: September 30, 2025

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.  

Last Updated: September 30, 2025

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Last Updated: September 30, 2025

David heads our multi-asset investments team, which manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management, where he managed multi-asset funds and segregated mandates. He began his career with Hambros Bank in 1984. 

Last Updated: September 30, 2025

Contact Gail on020 7399 0191 Gail is the Head of Platform Relations for Rathbones.   She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.  Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Last Updated: September 30, 2025

Neil Smith is a sustainable investment analyst; he works closely with David and the team to provide in-depth investment analysis with a focus on sustainable investment. He graduated from Plymouth University with a Bachelor of Science degree in law and politics. Neil has over fourteen years’ experience working for Rathbones Asset Management. He holds the Investment Management Certificate.

Last Updated: September 30, 2025

Emma joined in October 2024 as the equity research analyst for Rathbones Multi-Asset and Rathbones Greenbank Multi-Asset funds. Prior to joining Rathbones, Emma spent seven years covering the European Consumer Staples sector as an equity research analyst at RBC Capital Markets. She is a CFA charterholder and graduated from the University of Nottingham with a first in BSc Economics.

Last Updated: September 30, 2025

Role forms part of new distribution leadership structure as Rathbones Asset Management sets growth plans

Last Updated: September 30, 2025

I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies. Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.