Our People

Gareth is Regional Manager for Financial Planning in the London Region. He has over 25 years' experience in Financial Services. He has a background of number of years delivering advice to clients for a number of firms including Bristol & West, Santander and Lloyds Bank before moving into a Supervisory background and then latterly managing teams of advisers at Lloyds Bank and then Schroders Personal Wealth. He was recognised by colleagues on number of occasions with awards for his passion and dedication to the role in helping others become the best they can be.

Gareth heads up a Team of outstanding client facing advisers in London. He is a Chartered Financial Planner and joined Rathbones in 2021.

When Gareth is not working, he enjoys spending time with his family, keeping fit and watching sport.

Gary is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010.

Gary started his career at Coutts before moving to Granville Investment Management where he worked for a number of years alongside two investment directors. He joined Rathbones in 1996 as a settlement manager and was promoted to help run the middle office in 1998.

Gary joined Rathbones in 2021 and is responsible for managing bespoke investment portfolios for individuals, trusts and companies. After graduating from University in 2004, Gary has amassed a wealth of practical experience through roles at Nomura and Brewin Dolphin. He has a first-class honours degree in financial services and a masters in wealth management. He is also a fellow of the Chartered Institute for Securities and Investment.

George is an Assistant Investment Manager in the London Office. He works alongside Simon Parker and Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George joined Rathbones in 2021 on the investment management graduate scheme having graduated from the University of Southampton with a first-class honours degree in Aeronautical and Astronautical Engineering in June 2021. He has completed the CISI Investment Advice Diploma and has passed all three levels of the CFA program.

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services.

Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Georgia is currently studying for the CISI Investment Operations Certificate.

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Georgina assists Robert Hughes-Penney and James Douglas-Withers in the management of portfolios for private clients, charities and trusts. She joined Rathbones in 2018 as a portfolio modelling assistant prior to joining the Rathbones Trainee Investment Manager programme where she spent time circulating investment management teams, Rathbones Financial Planning, our research desk, as well as various back office teams before joining her current team permanently in 2021 as an assistant investment manager.

Georgina read Politics and International Relations at the University of York graduating with a first class honours degree which included a year abroad in Barcelona. She is a member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 4 Investment Advice Diploma (Securities) and Chartered Wealth Manager qualification.

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Gerry is a business development director and is a key point of contact for financial advisers in the North of England.  He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market.  He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations.  In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner.  In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the region.