Our People

Findlay joined Rathbones as an investment manager in 2018 and manages discretionary portfolios for private individuals, pension funds, family trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a member of the Overseas Equity Committee, contributing to the investment process at Rathbones.

Findlay graduated from Loughborough University with a degree in Economics & Finance before starting his career at Charles Stanley.

Fiona joined Rathbones as an investment director in 2016. At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset investment portfolios. She is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Fiona also holds a Diploma in Financial Planning with the CII.

Having graduated from the University of Nottingham with a 2.1 BSc, Fiona began her career at State Street Global Advisors as a graduate before moving to HSBC Global Asset Management in 2002 where she worked for 14 years in the Discretionary Wealth Management division. Fiona had many roles during her career at HSBC including head of Investment Trust Committee and regional head for the southern region working closely with clients and their advisers but her primary focus has always been on giving excellent service to her clients.

Francesca is a assistant investment manager supporting James Blosse-Lynch and David Parsons in managing investment portfolios for private clients, pensions and trusts. She holds the Investment Management Certificate (IMC) and is currently working towards the Chartered Financial Analyst (CFA) Program, having successfully completed CFA Level 1.

Prior to joining Rathbones in 2019, Francesca worked at Quantum Advisory LLP as an Investment Analyst, assisting Investment Consultants in the management of pension scheme portfolios. Francesca graduated from Cardiff University in 2017 where she achieved a first class honours degree in Business Management (BSc).

Freddie is an investment director, managing a range of investment portfolios for individuals and their associated pensions, trusts and investment companies.

He joined Rathbones in 2018 having worked at Quilter Cheviot since 2008.

Freddie is a Chartered Member of the Chartered Institute for Securities and Investment.  He has a degree in Business and French from the University of Manchester.

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an investment manager, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service.

Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.

Freddy is a Chartered Fellow of the Chartered Institute of Securities and Investments. He assists James Pettit and Alex Turnbull in managing client portfolios on a day to day basis. Freddy sits on the Charities Global Equities Stock Selection Committee as well as the Charity Fixed Income and Managed Funds Committee. Freddy is also a member of the Rathbones diversity taskforce.

Prior to joining Rathbones in 2018, Freddy spent two and a half years at Hargreave Hale as an investment manager’s assistant working with private clients, trusts and charities.

In his studies Freddy attained a BSc. Hons. in Physical Geography from Newcastle University.

Gail joined Rathbones in June 2021 having previously worked at Brewin Dolphin for 17 years.

Having graduated from Northumbria University with a First Class Honours degree in Business Studies Gail began her career at Brewin Dolphin within their Newcastle office. She moved to London in 2007 where she completed the Investment Management Certificate and the CISI Diploma in Investment Management and she is now a Chartered Fellow of the CISI. Gail works predominantly with Glenn Ashby where her focus is managing portfolios for private individuals as well as clients of Financial Advisers. 

In her spare time Gail enjoys spending time in the great outdoors and running, having completed a number of half marathons.

CONTACT GAIL ON
020 7399 0191

Gail is the Head of Platform Relations for Rathbones.

She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.

Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Gareth is an Investment Director who manages portfolios on behalf of charities and other not-for-profit organisations. Gareth joined Rathbones in 2015 from Quilter Cheviot. Prior to this, he graduated from the University of Nottingham in 2012 with a BA (Hons) degree in Politics. He is a member of Rathbones’ Portfolio Construction Committee and Engagement Committee.

Gareth is a Chartered Fellow of the CISI (FCSI) and obtained the Masters in Wealth Management in 2014. He has passed the CISI Professional Assessment in Sustainable and Responsible Investment. He has attended the Cass Business School “Charity Investment – Theory and Practice” course, the leading investment course for charities in the UK. Gareth is a governor of a primary school in East London.