Our People

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme. 

Edward is a Chartered Financial Analyst and holds a Master’s degree in Finance from Imperial College London.  He also holds the PMI Level 3 Award in Pension Trusteeship. 

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.

Elizabeth is an Investment Manager delivering a discretionary portfolio management service, specialising in looking after large family structures, complex private clients, and trusts. Within Rathbones she sits on the Overseas Stock Selection Committee.

Elizabeth and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.

She holds a combined honours degree in Economics and Mathematics from Newcastle University and is a Chartered Member of the CISI (Charted Institute of Securities and Investment) having achieved the Investment Advice Diploma. Elizabeth is a CFA (Chartered Financial Analyst) charterholder.

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon. 

She is currently studying towards the CISI Investment Advice Diploma.

Ellie manages investment portfolios for a range of clients including individuals, families and charitable organisations. She works primarily with Regional Director, Adam Drummond. She graduated from the University of Strathclyde with a first class honours degree in International Business and Finance and joined the Speirs & Jeffrey investment team in 2018. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Ellie is a Chartered Member of the Chartered Institute for Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualification with distinction. She sits on the Rathbones Overseas Equity committee and contributes actively to committee discussions on international equity markets. She is also a CISI Financial Services Specialist and sits on the examination panel for the Securities and Investment exam.

Elliot joined Rathbones’ charity team in 2016 from Investec Wealth & Investment, where he spent eight years as an investment manager in the charities team. He has over 15 years' experience of advising and managing private client portfolios and charity investments. As a trustee and treasurer of Shaftesbury Young People, a charity dedicated to the lives of young and disadvantaged children, and a founding trustee of a Chinese arts-based charity, Elliot brings a wealth of experience and insight to helping charities achieve their future growth goals.

Elliot has a BSc in Robotics and Control Engineering and a masters in International Finance from ICMA Business School, Reading University. He successfully completed his Securities Diploma in 2007.

Elliot is a Chartered Member of the CISI and a Chartered Wealth Manager with eight years’ experience. He manages investments for high net-worth individuals, charities, trusts, personal pension funds and the clients of financial advisers.

Elliot joined Rathbones in 2020 and works alongside Julian Masters. Prior to this, Elliot spent five years at Brewin Dolphin after graduating from Oxford Brookes University, with a BA (Hons.) in Business & Management.

Elliot is a member of the Developed Equities Collectives Committee which helps to guide on global thematic investment ideas. He is also involved in networking events for professional intermediaries.

Ellis is a trainee investment manager at Greenbank. She is a graduate with a Bachelor of Arts in Accounting and Finance from the University of the West of England. Ellis was awarded the CISI Investment Operations Certificate in November 2018 and the CISI Level 4 Investment Advice Diploma in October 2022.

Ellis joined Rathbones in March 2016 and previously worked for JP Morgan.