Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Gary Smith

Investment director

Gary Smith

Investment director

London

Gary is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010.

Gary started his career at Coutts before moving to Granville Investment Management where he worked for a number of years alongside two investment directors. He joined Rathbones in 1996 as a settlement manager and was promoted to help run the middle office in 1998.

Gary is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010.

Gary started his career at Coutts before moving to Granville Investment Management where he worked for a number of years alongside two investment directors. He joined Rathbones in 1996 as a settlement manager and was promoted to help run the middle office in 1998.

Gary Welford

Investment manager

Gary Welford

Investment manager

Newcastle

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

George O'Rorke

Assistant Investment Manager

George O'Rorke

Assistant Investment Manager

London

George is an Assistant Investment Manager in the London Office. He works alongside Simon Parker and Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George joined Rathbones in 2021 on the investment management graduate scheme having graduated from the University of Southampton with a first-class honours degree in Aeronautical and Astronautical Engineering in June 2021. He has completed the CISI Investment Advice Diploma and has passed all three levels of the CFA program.

George is an Assistant Investment Manager in the London Office. He works alongside Simon Parker and Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George joined Rathbones in 2021 on the investment management graduate scheme having graduated from the University of Southampton with a first-class honours degree in Aeronautical and Astronautical Engineering in June 2021. He has completed the CISI Investment Advice Diploma and has passed all three levels of the CFA program.

Georgia Holland

Client service executive

Georgia Holland

Client service executive

London

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services.

Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Georgia is currently studying for the CISI Investment Operations Certificate.

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services.

Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Georgia is currently studying for the CISI Investment Operations Certificate.

Georgia Newstead

Client service executive

Georgia Newstead

Client service executive

London

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Georgina Cummings

Investment manager

Georgina Cummings

Investment manager

London

Georgina assists Robert Hughes-Penney and James Douglas-Withers in the management of portfolios for private clients, charities and trusts. She joined Rathbones in 2018 as a portfolio modelling assistant prior to joining the Rathbones Trainee Investment Manager programme where she spent time circulating investment management teams, Rathbones Financial Planning, our research desk, as well as various back office teams before joining her current team permanently in 2021 as an assistant investment manager.

Georgina read Politics and International Relations at the University of York graduating with a first class honours degree which included a year abroad in Barcelona. She is a member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 4 Investment Advice Diploma (Securities) and Chartered Wealth Manager qualification.

Georgina assists Robert Hughes-Penney and James Douglas-Withers in the management of portfolios for private clients, charities and trusts. She joined Rathbones in 2018 as a portfolio modelling assistant prior to joining the Rathbones Trainee Investment Manager programme where she spent time circulating investment management teams, Rathbones Financial Planning, our research desk, as well as various back office teams before joining her current team permanently in 2021 as an assistant investment manager.

Georgina read Politics and International Relations at the University of York graduating with a first class honours degree which included a year abroad in Barcelona. She is a member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 4 Investment Advice Diploma (Securities) and Chartered Wealth Manager qualification.

Georgina Hand

Investment director

Georgina Hand

Investment director

Winchester

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Giles Wood

Assistant Investment Manager

Giles Wood

Assistant Investment Manager

Bristol

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Glen Johnson

Investment director

Glen Johnson

Investment director

London

Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

As well as the day to day management of clients portfolios, Glen sits on the Investment Committee covering collectives and is closely involved with the strategic development of the Group’s IT systems and technological support of its investment management operations.

Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

As well as the day to day management of clients portfolios, Glen sits on the Investment Committee covering collectives and is closely involved with the strategic development of the Group’s IT systems and technological support of its investment management operations.