Our People

James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.

Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.

James joined Rathbones in 2016 where he started his career as a graduate trainee. Prior to this, he worked as a paralegal having completed the Legal Practitioners course. James graduated with a second class honours degree in Politics, Philosophy and Economics from the University of York and has a master's degree in Political Philosophy.

James assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

He is a CFA Charterholder and Associate of the Chartered Institute of Securities and Investment (CISI).

James is an investment director and is responsible for running portfolios on behalf of private clients, small charities, self-invested pension schemes and trusts. He has a BSc (Hons) in Business Finance and Economics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

James joined Rathbones in 1990 after spending a number of years working at Sheppards.

James McNab is an Investment Manager specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.

James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.

James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

James manages portfolios for private clients, trusts and pensions. After graduating from the University of Glasgow in 2010 with an honours degree in Law, he spent time abroad, before joining Speirs & Jeffrey in June 2012. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James is a Chartered Wealth Manager and he is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

In addition to looking after his own client bank, James also works closely with Graeme Dickie.

James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.

James has completed an MSc in banking and international finance from Cass (now Bayes) Business School. James joined Rathbones in January 2008 as an investment manager. Prior to joining Rathbones, James worked at HSBC Investments for four years, specialising in the management of portfolios for charities and other not-for-profit organisations. James sits on the Collectives Research Committee at Rathbones, covering infrastructure and listed private equity funds. James is also a formal mentor within the Group, with a particular interest in helping graduates at the start of their investment management careers.