Our People

Dean is an investment director, Chartered Fellow of the Chartered Institute for Securities and Investment and CFA (Chartered Financial Analyst) charterholder. He manages investment portfolios for private clients, trusts and charities.

Dean attended Edinburgh University where he was a member of the Scottish Universities Swimming Team. He joined Speirs and Jeffrey from university in 2006 after graduating with an honours degree in Economics. Speirs and Jeffrey was fully integrated with Rathbones in July 2019.

Diana is a senior investment manager and works alongside Mark Cowan and Tony Smith. Diana graduated from the University of Edinburgh with an honours degree in Business Studies in 2006. After a brief spell at Aberdeen Asset Management as an analyst on the pan European equities desk, Diana moved to Anderson Strathern LLP in 2008 to pursue a career in private client investment management. She joined Speirs & Jeffrey in April 2013, then after spending some time in a client-facing role with Baillie Gifford, returned to Speirs & Jeffrey in November 2017.

Diana is a member of the Chartered Institute for Securities & Investment. She speaks fluent German as well as conversational level Russian. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Dominic joined Greenbank in 2020. He has a Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley in London before heading to Close Brothers Asset Management.

Dominic has been awarded the CISI Level 4 Investment Advice Diploma and he is working towards the Chartered Financial Analyst (CFA) having passed the level 2 exam in May 2021.

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.

Dominic works closely with Craig Baxter and is a member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the Bond & Fixed Interest Markets exam and the Scottish CISI Diploma Award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Ed Boswell is a Chartered Financial Planner dedicated to helping individuals, families, and entrepreneurs achieve their financial goals. With a 1st class honours degree in Accounting and Finance from Bristol Business School, Ed has been providing personalised advice to clients in Bristol and the South West since 2015.

Beginning his career at Hargreaves Lansdown in 2011, Ed joined Rathbones in 2022. He brings expertise in areas such as protecting wealth, investment and retirement planning, succession and inheritance tax planning, and working with entrepreneurs to plan for their future, all while respecting clients' values and priorities.

In his role at Rathbones, Ed is committed to understanding his clients' aspirations and providing holistic financial planning advice that aligns with their ethical and ESG preferences. His focus on building lasting relationships enables him to support clients through every stage of their financial journey, helping them make informed decisions and reach their goals

Edward is an investment director and a Chartered Member of the Institute for Securities and Investment. He specialises in managing portfolios for private individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years and was responsible for managing over £200 million of client assets.

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme. 

Edward is a Chartered Financial Analyst and holds a Master’s degree in Finance from Imperial College London.  He also holds the PMI Level 3 Award in Pension Trusteeship. 

Edward is Rathbone Investment Management’s co-chief investment officer. Alongside Elizabeth Savage, he has joint responsibility for Rathbones’ research department, the evolution and performance of its investment process, and its responsible investment philosophy. Day-to-day, he focuses on asset allocation and macroeconomic research, risk analytics, fixed income and currency, business development and external communications. He is the Chair of the Strategic Asset Allocation Committee, co-Chair of the Sector Selection and Portfolio Construction Committees, and a founding member of the Responsible Investment Committee. Edward presents frequently to clients and the media on the economic and financial market outlook. He is a regular guest on Bloomberg TV and Sky News.

Prior to this appointment he was Rathbones’ Head of Asset Allocation Research. He joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was global strategist and co-lead manager of their Risk Enhanced Multi-Asset Portfolio service. He began his career at Blackrock.

Edward is a Chartered Financial Analyst, and has served on the continuing education committee of CFA UK, for whom he has also helped write position papers, most recently Chairing the working group on the future of Corporate Financial Reporting. He is a published expert on risk management for high net worth individuals, and is a member of the Society of Professional Economists. He has an MA from the University of Oxford and an MSc with distinction in Economic History from the London School of Economics and Political Science (LSE).