Last Updated: September 30, 2025

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Last Updated: September 30, 2025

Lisa is the Head of Asia ex-Japan Equities and fund manager. Lisa joined from Prusik Investment Management where she was a Partner and Portfolio Manager and was instrumental in setting up and leading its sustainable investing capabilities. Prior to this she was a fund manager at Columbia Threadneedle for over a decade and led several Asia equities institutional portfolios. Lisa started her career in academic research and was a tenure track Assistant Professor in Engineering at the National University of Singapore.

Last Updated: September 30, 2025

Joaquim is the global emerging markets fund manager. Joaquim was an Investment Manager in GAM’s emerging market equity team from 2012 to 2024. Before GAM he also worked at CQS and Cazenove Capital Management, managing long/short emerging market equities. Prior to this he held senior emerging market research positions on the sell-side, having begun his career at ING Barings.

Last Updated: October 1, 2025

Emma is the Equity Research Analyst for the Multi-Asset team. Emma joined Rathbones in October 2024 after seven years covering the European Consumer Staples sector as an equity research analyst at RBC Capital Markets. She graduated from the University of Nottingham with a first in BSc Economics and is a CFA charterholder.

Last Updated: October 1, 2025

Tim joined Rathbones in March 2006 and manages discretionary portfolios for private clients, pension funds, trusts and charities.  He is also a member of the Investment Executive Committee and chairman of the Diversifiers Committee. 

Last Updated: September 30, 2025

I support a team of experienced investment directors who manage assets on behalf of private individuals (both directly and through IFAs), as well as trusts and pension funds.

Last Updated: October 6, 2025

Rathbones launches the Charity Growth & Income Fund, a multi-asset CAIF helping charities balance income needs and capital growth with responsible investment.

Last Updated: October 6, 2025

As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies.

Last Updated: October 6, 2025

Steve is the Head of the Strategic Partnership and Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company.

Last Updated: October 6, 2025

James joined Rathbones in 2023 as Head of Investments, Charities, following his previous role as Co-Head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds.  James has a BA in History from Leicester University, is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

Last Updated: October 6, 2025

Chris is a Business Development Director for London and the Southeast. He has been with the combined business for eighteen years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.

Last Updated: October 6, 2025

Julian brings 25 years’ leadership experience in global financial services businesses and charities, spanning numerous high-profile roles including vice chair of Franklin Templeton EMEA, chief executive officer of Martin Currie, chief executive officer of Source ETF and chief executive officer of Old Mutual Global Investors.