Our People

Isabella joined Rathbones in 2021 from Connor Broadley, a boutique wealth manager, where she looked after private client portfolios and the company’s AIM Portfolio Fund.

After graduating from the University of Bristol in 2007, Isabella began working in the City as an analyst before going on to spend just under 10 years with JM Finn, where she both managed private client portfolios and was a Fund Manager on the JM Finn Global Opportunities Fund.

Isabella is a Chartered Member of the CISI (Chartered Institute for Securities and Investment) and sits on the Rathbones Thematic Research Committee on climate change.

Ivan began his investment management career in 1996 with Hargreave Hale, joining Rathbones from Gerrard Investment Management in 2005.

Having graduated in 1996 with honours in Politics, Economics and Law from the University of Buckingham he has gained the Chartered Institute for Securities and Investment Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Ivan is head of specialist tax portfolio service, responsible for Rathbones’ specialist tax portfolios which incorporate AIM quoted inheritance tax and enterprise investment scheme strategies.

Ivo joined Rathbones in 2022 as an Investment Manager, having previously been at Cazenove Capital for nine years. He specialises in complex clients, coordinating investments across a number of different structures and tax restrictions. Ivo assists the team in managing over £1.6bn in assets for private clients, charities and trusts.
Ivo is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds a BSc (Hons) in Biological Sciences from the University of Edinburgh.

Jack joined Rathbones Glasgow office in 2022 after nearly six years with Brewin Dolphin in Edinburgh. 

Jack holds a First-Class degree in Immunology and Pharmacology from the University of Aberdeen and has completed the Chartered Wealth Manager Qualifications through the Chartered Institute for Securities & Investment. 

Working closely with Craig Baxter, Jack has experience managing investment portfolios for private clients, pensions, and trusts.

Outside of the office, Jack lives in Kippen, Stirlingshire, and is a keen hill walker with his dog Ronnie. 

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Jake supports Nick Fisher, David Shepherd and Christopher James in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics and a BSc (Hons) in Economics with Spanish from the University of Kent.

Jake is a Chartered member of the Chartered Institute for Securities & Investment (CISI) having completed the Investment Advice Diploma and Chartered Wealth Manager qualifications.

Jake joined Rathbone Investment Management International (Jersey) in November 2016 as part of the Rathbone Graduate Programme. Jake assisted with the management of portfolios for individuals, trusts, companies and charities and has experience working with offshore investment mandates. Jake moved to Rathbones in London in June 2018 and works alongside Jane Sydenham and Nehal Desai.

Jake graduated from the University of Kent with a Distinction in an MSc in Finance and Management and a 2:1 Honours degree in International Business. He is part way through his CFA and is qualified as an Associate for the Chartered Securities and Investments (CISI) after completing the Investment Advice Diploma.

James joined Rathbones in November 2023 following his previous role as Co-head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds. James has also worked at Santander Asset Management and Moore UK Chartered Accountants, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as institutions and retail investors.

James has a BA in History from Leicester University is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

James is an investment director in the London office and is responsible for managing investments for private clients, including their pensions, companies and charities. James also sits on the Investment Committee with responsibility for selecting North American collective investments.

Prior to joining Rathbones in 1997, and after graduating, James worked in financial public relations with ABS Communications.