Our People

Matthew joined Rathbones as an investment director in June 2014.  He specialises in managing investment portfolios for private clients, pension funds, trusts, charities and private companies. 

Matthew began his career in 1994 at Robson Cotterell which went on to become part of Charles Stanley in 2002.  He was an investment manager at Deutsche Bank Asset & Wealth Management for 6 ½ years before joining Rathbones. 

Matthew is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and is also a Chartered Wealth Manager.  He was named as one of the Top 40 under 40 UK investment professionals by PAM in 2011.

Max is a trainee investment manager based in the London office. He works amongst a wider team of eight other investment professionals providing bespoke investment solutions for a wide range of clients, helping them to achieve their objectives. He also works closely with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and intergenerational planning.

Max graduated from the University of Surrey in 2021, with a First Class Honours degree in Economics & Mathematics. Max joined Rathbones in September 2023 after two years of experience working at an Independent Financial Advisory firm.

Max is a member of the Personal Finance Society, having completed his Level 4 CII Level 4 Diploma in Regulated Financial Planning in March 2023. Max also holds the CII Level 4 Certificate in Discretionary Investment Management as well as the CFA Society's Level 4 Investment Management Certificate (IMC). He is currently studying toward the Level 7 CISI Chartered Wealth Manager qualification.
 

Michael is an investment director and manages portfolios for a wide range of clients from individuals and families to pension funds and trusts.

Michael graduated from Aberdeen University with an honours degree in Political Studies, and Stirling University with an MSc in Investment Analysis. He joined Speirs & Jeffrey in 1999 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Michael is a corporate development analyst supporting Rupert Pepper as part of the team responsible for coordinating the M&A activities for the Group and leading Group-wide strategic projects. Prior to his current role, Michael worked as an assistant investment manager within a team specialising in the management of private clients, pension schemes and trusts.

He holds a BSc Honours in Economics from Brunel University and is an Associate of the Chartered Institute for Securities & Investment having completed his Investment Advice Diploma. Michael is currently studying towards becoming a Chartered Financial Analyst (CFA).

Michael joined Rathbones in 2020 as a Chartered Wealth Manager and works with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals.

He joined from Brewin Dolphin having been attracted by Rathbones specialty in environmentally sustainable and ethical investment, and has completed the CFA ESG Certificate. Michael graduated with full honours from St Andrew’s University having studied Applied Physics and Astrophysics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Michael also enjoys munro-bagging and being outdoors.

Michael is an investment director and manages investment portfolios for a broad client base ranging from individuals and families to trusts and institutions. 

Michael graduated from Aberdeen University with a degree in Economics and Accountancy. He then spent five years with Ernst & Young during which time he qualified as a Chartered Accountant. He joined Speirs & Jeffrey in 1993 becoming a director of the firm in 1999 up until the point Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Michael has a background in research and institutional stockbroking. Away from the office he enjoys his family life and a variety of different sports.

Miles assists Jeremy Newman and Tom Smyth managing portfolios for private clients, pension funds, charities and trusts. He is an associate of the Chartered Institute for Securities and Investments (CISI), having achieved the Investment Advice Diploma in 2020 and obtained the Level 7 Chartered Wealth Manager Qualification in 2023.

Having graduated from the University of Exeter, Miles joined Rathbones in 2018. He spent time on the Rathbones Graduate Program before joining Jeremy and Tom’s team in 2021.

Natalie is an investment director and has been managing funds for private clients and trustees since 1993. She joined Rathbones in July 2000 from Close Brothers where she was director of Private Asset Management (formerly Rea Brothers). She spent most of her career at Rea Brothers starting off in foreign exchange and moving to the investment management department in 1989. Natalie passed her General Registered Representative exam in 1989 and has been a Diploma Member of the Chartered Institute for Securities and Investment since 1993.

Natalya is an assistant investment manager in our Exeter office supporting the team in the management of private client, trust, company and charity investment portfolios. She works closely with a number of professional advisers providing reliable and accurate assistance on behalf of their clients.

Natalya holds the Investment Advice Diploma and is an Associate Member of the Chartered Institute for Securities and Investment. She joined Rathbones in 2008.