Our People

Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.

Ross graduated from Cambridge University with a master's degree in Natural Sciences and is a Chartered Wealth Manager and Chartered Member of the CISI (Chartered Institute for Securities & Investment). He now sits on the CISI examination panel for the Financial Markets module of the Chartered Wealth Manager qualification (formerly known as CISI Masters in Wealth Management).

Ross joined Rathbones in July 2019 following the integration from Speirs & Jeffrey. He assists two Investment Director 

colleagues with the management of private client portfolios. Prior to starting with Speirs & Jeffrey in 2017, Ross worked for Barclays Wealth
Management as a team senior in an operations role. His financial career began with Scottish Friendly Assurance.

Promoted to his current role in April 2022, Ross holds the CISI Investment Advice Diploma and is progressing towards the CISI Chartered Wealth Manager qualification.

Rowan started her career as an investment analyst in October 2008, just after Lehman Brothers fell, and has been living in interesting times ever since. After earning her degree in PPE from Oxford, she joined Ruffer as an equity analyst, before moving to Orbis five years later. After a detour into working for a quant fund, dataffirm, Rowan joined Rathbones in 2020. She is a CFA charterholder.

Rowland began his investment career in 1997 at Fleming Private Asset Management (subsequently acquired by JP Morgan Chase) where he built up a solid grounding in equity research before becoming a private client portfolio manager. In 2001, he joined HSBC Investment Management, where he was made a director and ultimately responsible for a team managing over £200m of assets.

Rowland moved to PSigma Investment Management as an investment director in 2005, making a significant contribution to the firm’s expansion during his six years managing private client, trust, SIPP and offshore bond portfolios. He joined the Liverpool office of Rathbones in January 2012 as an investment director.

At Rathbones, Rowland specialises in the management of discretionary portfolios for private clients, including trusts, pensions and other investment vehicles. He is a member of the Financial Advisor Specialist Group and has previously sat on the Rathbones Stewardship Committee.

He graduated from Newcastle University in 1997 with 2:1 BSc (Hons) degree in Rural & Environmental Economics. In 2001 he was made a Chartered Fellow of the Chartered Institute for Securities and Investment. Outside of Rathbones, Rowland also acts as a trustee, providing investment oversight, for a large educational charity with assets of approximately £30m.

Rupert joined Rathbones in 2021 as an investment manager, having started his career with WH Ireland in 2010. He specialises in the management of bespoke private client, pension, trust, charitable and institutional portfolios.

Rupert graduated from the University of Bristol with a degree in Economics, is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the designation Chartered Wealth Manager, following completion of the level 7 Chartered Wealth Manager qualification. He is also a member of the Guild of Investment Managers.

Rupert was named as one of Citywire’s Top 100 Wealth Managers in 2019.

Ryan joined Rathbones as an Investment Director in June 2023 and specialises in working with Independent Financial Advisers to construct and manage bespoke investment portfolios. Having spent the last ten years working in this space at Investec Wealth & Investment, Ryan prides himself on providing the highest level of service to advisers and their clients.

Ryan holds the CISI Level 7 Chartered Wealth Manager qualification, Investment Advice Diploma and has sat on the committee for the CISI Liverpool, Chester and North Wales. He obtained his M.B.A (Finance) in 2009 and also holds a Bachelors degree in Economics and Political Science from Hartwick College, NY.

Sachin joined Speirs & Jeffrey in 2015 having previously worked as an investment manager in the City of London.  He graduated from Imperial College London with a masters in Electrical and Electronic Engineering and holds the CISI Chartered Wealth Management qualification.  Sachin is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Sachin works closely with Tom Brown, managing portfolios for a wide range of private clients, charities and trusts. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.

He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management.

Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020. 

Sally joined Rathbones in July 2023 after 18 years working at Investec Wealth & Investment, gaining extensive experience in both Investment Management and Financial Planning during that time.

Sally performs the role of Assistant Investment Manager for of a variety of client portfolios; working predominantly with IFAs.

Sally has a degree in Geography and is an Associate member of the Chartered Institute for Securities and Investment, achieving the Diploma in Investment Advice (Securities) in 2005 and the Diploma in Investment Advice (Financial Planning & Advice) in 2020.