Our People

Ben joined Rathbones following the acquisition of Speirs & Jeffrey, where he initially started on the trainee scheme in 2018.  

Ben is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has obtained the Investment Advice Diploma in Securities & Derivatives and Chartered Wealth Manager (CWM) qualification.  Ben holds a degree in Industrial Design & Technology from Loughborough University.

Ben works predominantly with Mark Cowan and Stephanie Graham,  providing assistance for a wide range of clients including individuals, families, trusts, pension funds and charitable organisations.

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.

Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

He is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Ben was named in Citywealth Leaders 2019 Future Leaders Top 100 Super Advisors and also in the Citywealth Leaders 2019 Investment Director of the Year.

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Bertie works alongside Freddie Bennett and Jessie Finelli providing personalised investment management services to individuals, their pensions and family trusts. Prior to this he managed a team in the Investment Risk department having joined Rathbones in 2018.

Bertie graduated from Oxford Brookes University with a 2:1 honours degree in Business and Geography.  He is a member of the Chartered Institute for Securities and Investments (CISI) and holds the Investment Advice Diploma (IAD) and Level 7 Chartered Wealth Manager qualifications.

Betsy joined Greenbank in January 2021 and is an assistant investment manager. She started her career at Rathbones in September 2018, after graduating from The University of Manchester with a first class degree in Psychology. She spent her first year at Rathbones working with the anti-money laundering team. She then spent 15 months on the trainee rotation programme, gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments.

Betsy is an associate member of the Chartered Institute of Securities and Investments, having achieved the CISI Level 4 Investment Advice Diploma (Securities) in July 2020. She passed her Chartered Financial Analyst (CFA) Level 1 exam in July 2021.

Brendan is an investment manager with experience managing a variety of bespoke portfolios including SIPPs, ISAs, and discretionary trusts for private clients, financial advisers and solicitors. He is also a Trustee of Canine Partners, the assistance dog charity.

Brendan has a first class honours degree in Veterinary Bioscience from the University of Glasgow and a MSc in Investment and Finance from the University of Strathclyde. Brendan is a Chartered Wealth Manager and also a Chartered Member of the Chartered Institute for Securities & Investment.

Brendan began his career in Investment Management with Speirs & Jeffrey before the company was then acquired by Rathbones.

Brogan joined Rathbones in January 2017 and supports the team with all non-investment related tasks. Prior to joining Rathbones, she spent 2 years working as a Personal Assistant at Glencore Plc. Brogan holds the Investment Operations Certificate and Investment Advice Diploma.

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time.

Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector. 

With over 40 years' of practical experience Bruce has gained a wide range of expertise and knowledge in all areas of corporate, private and charity trust work.  He now specialises in Family Office Services for wealthy clients, together with Charitable Foundation activity. 

Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.

Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.

Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.  Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014 and 2016; Best SRI Bond Fund at the Money Observer 2015, 2016 and 2017 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over three and five years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. His Rathbone Strategic Bond Fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015 and was highly commended in 2016.