Last Updated: October 10, 2025

I manage assets on behalf of private individuals, trusts and personal pension schemes. I also sit on our global investment strategy group and the asset allocation committee.

Last Updated: October 10, 2025

Two-thirds of IFAs say clients seeking pre-Budget changes are their biggest challenge, as pension and inheritance tax concerns drive a surge in adviser enquiries.

Last Updated: October 10, 2025

Adam is an Investment Director and Head of the Glasgow office.

Last Updated: October 17, 2025

Rathbones warns a UK wealth tax could drive £100bn abroad, cost £600m to set up, and hurt growth—urging property-based taxes instead.

Last Updated: October 17, 2025

As Head of London & East Distribution, my priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. I work with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that I can best help them. It is also an important part of my role to ensure that they are receiving a high level of service.

Last Updated: October 14, 2025

I work alongside James Wallace, John Wilkinson and Simon Powell-Jones managing investment portfolios for a wide range of Direct and Financial Adviser clients including High-Net-worth individuals, Charities, Pensions, Offshore-Bonds, Trusts and Corporate accounts.

Last Updated: October 14, 2025

As a Trainee Investment Manager, I work closely with our Investment Managers to support them with day-to-day activities, such as portfolio management, preparation of investment reports and general client queries.

Last Updated: October 14, 2025

As an Investment Administrator, I work closely with our investment management team to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role involves dealing with all administrative matters for clients, from account opening, to the daily maintenance and smooth running of client accounts. I'm passionate about delivering high levels of customer service to our clients.

Last Updated: October 14, 2025

I have worked for the company for 17 years, starting at Christows, then Williams de Broe, then Investec Wealth & Investment, and now Rathbones. I am a personal assistant for the investment directors of the Exeter office and my job is to provide secretarial support to them and the rest of the team in the office.

Last Updated: October 14, 2025

I am a Personal Assistant, supporting the team of Investment Directors and Managers in the Exeter office. As well as providing secretarial support, I help look after the clients and intermediaries whether it is over the phone or when they visit the office.

Last Updated: October 14, 2025

I work as part of team alongside Michele Rogers, divisional director, and Robert Doughton, senior investment director, managing client investment portfolios. This involves day to day management of client portfolios, preparation of investment reports and meeting with clients to review their portfolio's as well as their general and financial affairs. These range from pensions, offshore bonds, charities, corporate accounts, taxable and ISA portfolios

Last Updated: October 24, 2025

Rathbones launches ‘true active’ model portfolio service range