Our People

Brendan is an investment manager with experience managing a variety of bespoke portfolios including SIPPs, ISAs, and discretionary trusts for private clients, financial advisers and solicitors. He is also a Trustee of Canine Partners, the assistance dog charity.

Brendan has a first class honours degree in Veterinary Bioscience from the University of Glasgow and a MSc in Investment and Finance from the University of Strathclyde. Brendan is a Chartered Wealth Manager and also a Chartered Member of the Chartered Institute for Securities & Investment.

Brendan began his career in Investment Management with Speirs & Jeffrey before the company was then acquired by Rathbones.

With my team, I manage a range of discretionary multi-asset mandates for two teams within Investec Wealth & Investment. I work closely with our research department on asset allocation, fund selection and individual bond and stock selection, particularly within the UK equity market.

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.

Brogan joined Rathbones in January 2017 and supports the team with all non-investment related tasks. Prior to joining Rathbones, she spent 2 years working as a Personal Assistant at Glencore Plc. Brogan holds the Investment Operations Certificate and Investment Advice Diploma.

I manage bespoke investment portfolios for private clients, independent financial advisers, pensions, trusts and charities. Portfolios are tailored to each client's requirements and objectives to ensure they achieve their financial goals and it suits their present and future needs. I work with both private individuals and IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help manage portfolios in a tax efficient manner. I also work closely with Investec's in-house research team to ensure that I am always kept up to date and well informed, enabling me to make suitable decisions in line with our clients specific circumstances, risk tolerances and financial objectives.

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

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.

Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (His Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995. Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014 and 2016; Best SRI Bond Fund at the Money Observer 2015, 2016 and 2017 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over three and five years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. His Rathbone Strategic Bond Fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015 and was highly commended in 2016. Winner of the Judges Choice Fixed Income award 2018 – Investment Week Fund Manager of the Year awards. Best Ethical Investment Fund, 2019 and 2018; Best Sustainable and ESG Bond Fund 2020 - Investment Week Sustainable and ESG Investment Awards. Best GBP Bond Fund in the Morningstar UK Fund Awards 2020. Winner of the Investment Week Fund Manager of the Year Award 2021 – Sterling Corporate Bond sector. The Rathbone Greenbank Global Sustainable Bond Fund won the Investment Week Sustainable Investment Awards ‘Best Sustainable Fund Launch’ in 2024.

Originally from the Highlands, Calum joined Speirs & Jeffrey in 2015 after spending five years at Baillie Gifford. He graduated from the University of Strathclyde in 2009 with a master's degree in Mechanical Engineering with Financial Management and is a member of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Calum works closely with Graeme Dickie.