Our People
Alfie Hayes
Sales Manager, Greater London
Alfie Hayes
Sales Manager, Greater London
Contact Alfie on
020 7399 0847
Alfie is Sales Manager for Greater London working alongside our Team in London as well as Andy Austin and Peter Hooker in the East of England. He is a key point of contact for IFAs, brokers and DFM clients.
Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.
Alfie holds a BA (Hons) Politics degree from the University of Leeds.
Contact Alfie on
020 7399 0847
Alfie is Sales Manager for Greater London working alongside our Team in London as well as Andy Austin and Peter Hooker in the East of England. He is a key point of contact for IFAs, brokers and DFM clients.
Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.
Alfie holds a BA (Hons) Politics degree from the University of Leeds.
Ben Johnson
Head of regional sales (UK)
Ben Johnson
Head of regional sales (UK)
Contact Ben on
07825 122 241
Ben is the Head of Regional Sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a Regional Sales Director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.
Contact Ben on
07825 122 241
Ben is the Head of Regional Sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a Regional Sales Director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.
Brian McLaughlin
Associate sales director, Scotland and Northern Ireland
Brian McLaughlin
Associate sales director, Scotland and Northern Ireland
Contact Brian on
07795 828 800
Brian is Associate Sales Director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the Financial Adviser community as well as Discretionary Fund Managers. He joined Rathbones in March 2016, having spent 3 years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.
Contact Brian on
07795 828 800
Brian is Associate Sales Director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the Financial Adviser community as well as Discretionary Fund Managers. He joined Rathbones in March 2016, having spent 3 years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.
Gail Teague
Head of Platform Relations
Gail Teague
Head of Platform Relations
London
Contact Gail on
020 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.
Contact Gail on
020 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.
Greg Mullins
Head of sales, nationwide
Greg Mullins
Head of sales, nationwide
Contact Greg on
020 7399 0059
Greg is Head of Sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.
Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was Director of Advisory Sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.
Contact Greg on
020 7399 0059
Greg is Head of Sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.
Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was Director of Advisory Sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.
Helen van Heesewijk
Associate sales director, London
Helen van Heesewijk
Associate sales director, London
Contact Helen on
020 7399 0190
Helen is an Associate Sales Director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Contact Helen on
020 7399 0190
Helen is an Associate Sales Director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Julian Stapleton
Investment sales executive
Julian Stapleton
Investment sales executive
Contact Julian on
020 7399 0014
Julian is a Senior Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.
He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.
Julian holds an LLB (Hons.) Law degree from Lancaster University
Contact Julian on
020 7399 0014
Julian is a Senior Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.
He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.
Julian holds an LLB (Hons.) Law degree from Lancaster University
Neil Kerry
Associate sales director, North of England
Neil Kerry
Associate sales director, North of England
Contact Neil on
07766 161 960
Neil is an Associate Sales Director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years experience in sales.
Contact Neil on
07766 161 960
Neil is an Associate Sales Director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years experience in sales.
Polly Anderson
Strategic Partnership Manager
Polly Anderson
Strategic Partnership Manager
Contact Polly on
020 7319 5583
Polly is our Strategic Partnership Manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly. She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nano-technology, employee health services and travel management.
Contact Polly on
020 7319 5583
Polly is our Strategic Partnership Manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly. She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nano-technology, employee health services and travel management.
Victoria Wellings
Head of sales desk
Victoria Wellings
Head of sales desk
Contact Victoria on
020 7399 0819
Victoria is Head of Desk. She works alongside Greg Mullins and Ben Johnson to support the Investment Sales Team engage with the IFA community.
Victoria joined Rathbones in April 2001 from Deutsche Bank, where she worked as an assistant for the investment banking team.
She holds the Investment Management Certificate.
Contact Victoria on
020 7399 0819
Victoria is Head of Desk. She works alongside Greg Mullins and Ben Johnson to support the Investment Sales Team engage with the IFA community.
Victoria joined Rathbones in April 2001 from Deutsche Bank, where she worked as an assistant for the investment banking team.
She holds the Investment Management Certificate.
Nicholas Elliott
Associate sales director, London and Isle of Man
Nicholas Elliott
Associate sales director, London and Isle of Man
Contact Nicholas on
020 7399 0215
Nicholas is an Associate Director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Contact Nicholas on
020 7399 0215
Nicholas is an Associate Director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Andrew Austin
Associate sales director, East of England
Andrew Austin
Associate sales director, East of England
Contact Andrew on
07795 390 635
Andy is an Associate Sales Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Contact Andrew on
07795 390 635
Andy is an Associate Sales Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Rosie Bezant
Senior Investment Sales Executive, London
Rosie Bezant
Senior Investment Sales Executive, London
London
Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.
Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.
Michael Cumberlidge
Business Development Specialist
Michael Cumberlidge
Business Development Specialist
Contact Michael on
020 7399 0823
Michael is a Business Development Specialist providing specialist support to financial intermediaries and additional insight for his colleagues. His areas of focus include sustainability and ethical investing, Business Relief, EIS and Rathbones specialist services. He also works with Brian McLaughlin and Luciano Caira as a key point of contact for IFAs, brokers and DFM clients in Scotland.
Michael joined the Rathbones distribution team in 2016 having spent 3 years at Octopus investments as a Business Development Manager and VCT Specialist.
He holds the CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.
Contact Michael on
020 7399 0823
Michael is a Business Development Specialist providing specialist support to financial intermediaries and additional insight for his colleagues. His areas of focus include sustainability and ethical investing, Business Relief, EIS and Rathbones specialist services. He also works with Brian McLaughlin and Luciano Caira as a key point of contact for IFAs, brokers and DFM clients in Scotland.
Michael joined the Rathbones distribution team in 2016 having spent 3 years at Octopus investments as a Business Development Manager and VCT Specialist.
He holds the CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.
Chris Ashton
Investment Sales Executive
Chris Ashton
Investment Sales Executive
Contact Chris on
020 7399 0261
Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.
Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.
Contact Chris on
020 7399 0261
Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.
Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.
Arron Silk
Associate sales director, South of England
Arron Silk
Associate sales director, South of England
Contact Arron on
07901 632105
Arron is the Associate Sales Director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over 3 years as a Regional Sales Manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Contact Arron on
07901 632105
Arron is the Associate Sales Director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over 3 years as a Regional Sales Manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Huw O'Dell
Investment sales consultant, North of England
Huw O'Dell
Investment sales consultant, North of England
Contact Huw on
0207 319 5582
Huw is an Investment Sales Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor. He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England.
Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank managing the on-boarding of new clients and day to day operations for Allfunds’ institutional client base.
Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.
Contact Huw on
0207 319 5582
Huw is an Investment Sales Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor. He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England.
Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank managing the on-boarding of new clients and day to day operations for Allfunds’ institutional client base.
Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.
Peter Hooker
DFM specialist, East of England
Peter Hooker
DFM specialist, East of England
Peter is a DFM Specialist at Rathbones, responsible for the East of England. He joined Rathbones in June 2020, having spent over 4 years as a Business Development Manager with City Asset Management, and six years with Sanlam. Peter brings over 25 years of experience in intermediary focused roles.
Peter is a DFM Specialist at Rathbones, responsible for the East of England. He joined Rathbones in June 2020, having spent over 4 years as a Business Development Manager with City Asset Management, and six years with Sanlam. Peter brings over 25 years of experience in intermediary focused roles.
Carl Stick
Fund manager and Executive director
Carl Stick
Fund manager and Executive director
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.
Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.
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.
Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.
Alan Dobbie
Fund manager
Alan Dobbie
Fund manager
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.
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.
James Thomson
Fund manager and Executive director
James Thomson
Fund manager and Executive director
London
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. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
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. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
Siyuan Lin
Global equity analyst
Siyuan Lin
Global equity analyst
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.
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.
Sammy Dow
Fund manager
Sammy Dow
Fund manager
London
Sammy has been the lead manager of an institutional global equity fund managed by Rathbones since November 2018; he is also assistant fund manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JPMorgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to hedge funds and institutional and private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.
Sammy has been the lead manager of an institutional global equity fund managed by Rathbones since November 2018; he is also assistant fund manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JPMorgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to hedge funds and institutional and private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.
Alexandra Jackson
Fund manager
Alexandra Jackson
Fund manager
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.
Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.
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.
Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.
Bryn Jones
Head of fixed income and fund manager
Bryn Jones
Head of fixed income and fund manager
London
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
David Coombs
Head of multi-asset investments
David Coombs
Head of multi-asset investments
London
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.
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.
Neil Smith
Research assistant
Neil Smith
Research assistant
Neil is a sustainability investment analyst, who works closely with Rathbone Greenbank Global Sustainability Fund manager David Harrison to provide in-depth investment analysis with a focus on sustainable investments. Neil joined Rathbones in 2010. He holds the Investment Management Certificate. He graduated from Plymouth University with a Bachelor of Science degree in law and politics.
Neil is a sustainability investment analyst, who works closely with Rathbone Greenbank Global Sustainability Fund manager David Harrison to provide in-depth investment analysis with a focus on sustainable investments. Neil joined Rathbones in 2010. He holds the Investment Management Certificate. He graduated from Plymouth University with a Bachelor of Science degree in law and politics.
Will Mcintosh-Whyte
Fund manager
Will Mcintosh-Whyte
Fund manager
London
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
David Harrison
Fund manager
David Harrison
Fund manager
David is lead fund manager of the Rathbone Greenbank Global Sustainability Fund. He joined Rathbones in June 2014 after 14 years working in equity analysis and fund management, including time at Hermes and Goldman Sachs. David is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. He graduated with a BSc (Hons) in Economics and Politics from the University of Southampton.
David is lead fund manager of the Rathbone Greenbank Global Sustainability Fund. He joined Rathbones in June 2014 after 14 years working in equity analysis and fund management, including time at Hermes and Goldman Sachs. David is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. He graduated with a BSc (Hons) in Economics and Politics from the University of Southampton.
Elizabeth Davis
Investment Risk Director
Elizabeth Davis
Investment Risk Director
Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management .
She profiles risk across the funds, including areas such as liquidity, investment risk and data analysis, and is charged with ensuring the integrity of information that is provided to clients, institutions and the fund managers themselves. She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) Charterholder
Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management .
She profiles risk across the funds, including areas such as liquidity, investment risk and data analysis, and is charged with ensuring the integrity of information that is provided to clients, institutions and the fund managers themselves. She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) Charterholder
Sarra Hamizi
Credit analyst
Sarra Hamizi
Credit analyst
Sarra is a credit Analyst who joined Rathbones in July 2015. She is responsible for providing in-depth credit analysis for the Fixed Income Committee and to investment managers at Rathbones. Sarra covers names from different sectors including financials and corporates but predominantly US banks and European corporates. Prior to joining Rathbones, Sarra completed a summer internship with Goldman Sachs in the Syndicated bank loan division within the operations department.
Sarra graduated from Birmingham University with a Bachelor of Business Management in 2015. She has also achieved a master’s degree in Banking and International Finance with Merit in 2016 from Cass Business School. Sarra holds the Investment Management Certificate and is currently a CFA level 1 candidate (Chartered Financial Analyst).
Sarra is a credit Analyst who joined Rathbones in July 2015. She is responsible for providing in-depth credit analysis for the Fixed Income Committee and to investment managers at Rathbones. Sarra covers names from different sectors including financials and corporates but predominantly US banks and European corporates. Prior to joining Rathbones, Sarra completed a summer internship with Goldman Sachs in the Syndicated bank loan division within the operations department.
Sarra graduated from Birmingham University with a Bachelor of Business Management in 2015. She has also achieved a master’s degree in Banking and International Finance with Merit in 2016 from Cass Business School. Sarra holds the Investment Management Certificate and is currently a CFA level 1 candidate (Chartered Financial Analyst).
Stuart Chilvers
Fund manager
Stuart Chilvers
Fund manager
London
Stuart is lead fund manager of the Rathbone High Quality Bond Fund and co-manager of the Rathbone Greenbank Global Sustainable Bond Fund. He works with our head of fixed income, Bryn Jones, assisting in the management of the Rathbone Ethical Bond and the Rathbone Strategic Bond funds as well. Stuart joined Rathbones in September 2017 and was made an assistant fund manager in January 2020, then fund manager in January 2022. Previously, he spent three years at Brown Shipley. He is a Chartered Financial Analyst (CFA) charterholder and holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, having won the CISI Financial Markets & CISI Chartered Wealth Manager Qualification awards at the annual CISI awards in 2016 and 2017 respectively. He was named in the 2018 Citywire Top 30 under 30 investment management awards. He graduated from Bath University with a first-class Bachelor’s degree in Mathematics.
Stuart is lead fund manager of the Rathbone High Quality Bond Fund and co-manager of the Rathbone Greenbank Global Sustainable Bond Fund. He works with our head of fixed income, Bryn Jones, assisting in the management of the Rathbone Ethical Bond and the Rathbone Strategic Bond funds as well. Stuart joined Rathbones in September 2017 and was made an assistant fund manager in January 2020, then fund manager in January 2022. Previously, he spent three years at Brown Shipley. He is a Chartered Financial Analyst (CFA) charterholder and holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification, having won the CISI Financial Markets & CISI Chartered Wealth Manager Qualification awards at the annual CISI awards in 2016 and 2017 respectively. He was named in the 2018 Citywire Top 30 under 30 investment management awards. He graduated from Bath University with a first-class Bachelor’s degree in Mathematics.
Elisa Bellantonio
Credit analyst
Elisa Bellantonio
Credit analyst
Elisa Bellantonio is a credit analyst and joined Rathbones in June 2018. Elisa is responsible for providing in depth credit analysis for the Rathbone Strategic Bond Fund, the Rathbone Ethical Bond Fund, the Fixed Income Committee and the investment managers in Rathbones.
Elisa has achieved a 2.1 master’s degree in Economics in 2012 from the Universita Degli Studi di Pavia and a postgraduate certificate in Financial Investments in 2014 from London School of Business and Finance.
Prior to join Rathbones Elisa gained a broad range of experiences working as Corporate Actions Analyst, Financial Analyst and OTC Data Analyst in international companies such as Fidelity Investments, FCA Bank and Bloomberg L.P.
Elisa Bellantonio is a credit analyst and joined Rathbones in June 2018. Elisa is responsible for providing in depth credit analysis for the Rathbone Strategic Bond Fund, the Rathbone Ethical Bond Fund, the Fixed Income Committee and the investment managers in Rathbones.
Elisa has achieved a 2.1 master’s degree in Economics in 2012 from the Universita Degli Studi di Pavia and a postgraduate certificate in Financial Investments in 2014 from London School of Business and Finance.
Prior to join Rathbones Elisa gained a broad range of experiences working as Corporate Actions Analyst, Financial Analyst and OTC Data Analyst in international companies such as Fidelity Investments, FCA Bank and Bloomberg L.P.
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
London
Craig Brown is the Senior investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of 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.
Craig Brown is the Senior investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of 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.
Rahab Paracha
Sustainable multi-asset investment specialist
Rahab Paracha
Sustainable multi-asset investment specialist
London
Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.
Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.
Tom Carroll
Rathbone Asset Management - Chief executive officer
Tom Carroll
Rathbone Asset Management - Chief executive officer
London
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.
Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.
Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Jacqueline Lowe
Non-executive director
Jacqueline Lowe
Non-executive director
Jacqueline has had a long and successful career at Standard Life, latterly as Head of UK Wholesale & Retail Business. She was then appointed Head of UK Distribution for the newly combined Aberdeen Standard Investments in 2017, where she held overall responsibility for institutional, wholesale and retail distribution, and clients, in addition to the company’s liquidity business. Jacqueline has also sat on a number of subsidiary boards, and is an Investment Funds Committee member for the Investment Association.
Jacqueline has had a long and successful career at Standard Life, latterly as Head of UK Wholesale & Retail Business. She was then appointed Head of UK Distribution for the newly combined Aberdeen Standard Investments in 2017, where she held overall responsibility for institutional, wholesale and retail distribution, and clients, in addition to the company’s liquidity business. Jacqueline has also sat on a number of subsidiary boards, and is an Investment Funds Committee member for the Investment Association.
Michael Warren
Non-executive director
Michael Warren
Non-executive director
Michael has spent his career, spanning over 30 years, in investment management. Over that time he has managed money, and has been responsible for investment and distribution teams. In 2007, he was appointed Investment Director of Thames River Capital, Thames River Multi Capital and Nevsky Capital, where he oversaw investment teams, sales and marketing, and product development. He retired from this position in 2012. Michael is currently a Non-Executive Director of Fidelity Asian Values PLC, Carrington Investments and an adviser to Gresham House Asset Management. He was also formerly a Non-Executive Director of Alquity Investments and the Liontrust Panthera Fund Ltd.
Michael has spent his career, spanning over 30 years, in investment management. Over that time he has managed money, and has been responsible for investment and distribution teams. In 2007, he was appointed Investment Director of Thames River Capital, Thames River Multi Capital and Nevsky Capital, where he oversaw investment teams, sales and marketing, and product development. He retired from this position in 2012. Michael is currently a Non-Executive Director of Fidelity Asian Values PLC, Carrington Investments and an adviser to Gresham House Asset Management. He was also formerly a Non-Executive Director of Alquity Investments and the Liontrust Panthera Fund Ltd.
Emma Renals
Rathbone Asset Management - Chief operating officer
Emma Renals
Rathbone Asset Management - Chief operating officer
Emma joined Rathbones in 2017 to build out Rathbones Asset Management's product capability covering UK and international fund and mandate structures, being appointed to head up the department in 2018 as Head of Product Management. Emma was promoted product director, taking a seat on the Rathbones Asset Management executive in 2019. In January 2021 she was appointed to the wider role of chief operating officer for Rathbone Asset Management, responsible for product, transformation and strategy.
Prior to joining Rathbones Emma was a financial consultant based in London and later New York, charged with delivering complex capital market projects in derivatives trading and corporate finance at UBS, Morgan Stanley, Deustche Bank and Credit Suisse.
Emma joined Rathbones in 2017 to build out Rathbones Asset Management's product capability covering UK and international fund and mandate structures, being appointed to head up the department in 2018 as Head of Product Management. Emma was promoted product director, taking a seat on the Rathbones Asset Management executive in 2019. In January 2021 she was appointed to the wider role of chief operating officer for Rathbone Asset Management, responsible for product, transformation and strategy.
Prior to joining Rathbones Emma was a financial consultant based in London and later New York, charged with delivering complex capital market projects in derivatives trading and corporate finance at UBS, Morgan Stanley, Deustche Bank and Credit Suisse.
Tom Carroll
Rathbone Asset Management - Chief executive officer
Tom Carroll
Rathbone Asset Management - Chief executive officer
London
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.
Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.
Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Jayne Rogers
Executive Chair of Rathbone Asset Management and Group Chief Distribution Officer
Jayne Rogers
Executive Chair of Rathbone Asset Management and Group Chief Distribution Officer
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Board of Directors
Garvan Rory Pieters
Independent director
Garvan Rory Pieters
Independent director
Garry Pieters is an ILA-certified, independent director with well over 30 years of experience in the field of finance and asset management. Early 2010 he joined The Directors' Office as a Partner and has several mandates as an independent director and/or conducting officer for a number of Luxembourg funds and management companies. He began his career (1982) in commodities, foreign exchange and money-markets trading at Commerzbank after which he became a portfolio manager of fixed income and money market funds at (what became) ING. He would spend a total of 22 years with ING. In 1994 he moved to Luxembourg and became the general manager of ING Investment Luxembourg. Late in 1999 he set up an asset management joint-venture for ING in Singapore where he was Chief Executive Officer and Chief Investment Officer. In 2002 he became the Executive Vice President at the ING asset management joint-venture in South Korea. In 2006 he became responsible for business development of ING's Fiduciary Pension Services in the Hague.
Garry Pieters is an ILA-certified, independent director with well over 30 years of experience in the field of finance and asset management. Early 2010 he joined The Directors' Office as a Partner and has several mandates as an independent director and/or conducting officer for a number of Luxembourg funds and management companies. He began his career (1982) in commodities, foreign exchange and money-markets trading at Commerzbank after which he became a portfolio manager of fixed income and money market funds at (what became) ING. He would spend a total of 22 years with ING. In 1994 he moved to Luxembourg and became the general manager of ING Investment Luxembourg. Late in 1999 he set up an asset management joint-venture for ING in Singapore where he was Chief Executive Officer and Chief Investment Officer. In 2002 he became the Executive Vice President at the ING asset management joint-venture in South Korea. In 2006 he became responsible for business development of ING's Fiduciary Pension Services in the Hague.
Suman Sharma
Director
Suman Sharma
Director
Suman Sharma is the Operations Director at Rathbones Asset Management and the Board Director of the Rathbone Luxembourg Funds SICAV. She is also a member of the Executive Committee in Rathbones Asset Management. Suman joined Rathbones in August 2004 as a Unit Trust Senior Technician, prior to which she was working at Investec Asset Management, as a fund accountant.
Suman has nearly 30 years’ experience in the financial Services industry, including operational positions at the BNY Mellon and Lincoln National.
Suman Sharma is the Operations Director at Rathbones Asset Management and the Board Director of the Rathbone Luxembourg Funds SICAV. She is also a member of the Executive Committee in Rathbones Asset Management. Suman joined Rathbones in August 2004 as a Unit Trust Senior Technician, prior to which she was working at Investec Asset Management, as a fund accountant.
Suman has nearly 30 years’ experience in the financial Services industry, including operational positions at the BNY Mellon and Lincoln National.
Investment Team
James Thomson
Fund manager and Executive director
James Thomson
Fund manager and Executive director
London
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. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
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. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
Bryn Jones
Head of fixed income and fund manager
Bryn Jones
Head of fixed income and fund manager
London
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, where he managed $2 billion of fixed income assets. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
David Coombs
Head of multi-asset investments
David Coombs
Head of multi-asset investments
London
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.
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.
Will Mcintosh-Whyte
Fund manager
Will Mcintosh-Whyte
Fund manager
London
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Distribution Team
Chris Wanless
Business development director - international business
Chris Wanless
Business development director - international business
Contact Chris on
0207 399 0238
Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.
Contact Chris on
0207 399 0238
Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.
Jack Herbert
Business development director - international business
Jack Herbert
Business development director - international business
Contact Jack on
0207 399 0322
Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.
Contact Jack on
0207 399 0322
Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.