Our People

Ian is an investment director and has over 30 years’ experience in the discretionary management of investment portfolios. After graduating in 1982 Ian joined Strauss Turnbull where he spent 20 years managing international portfolios for private individuals, trusts and corporate funds before joining Rathbones’ Edinburgh office in 2003.

Ian became a Chartered Member of the Chartered Institute for Securities and Investments in 1986.

Imogen is an Assistant Investment Manager, providing support to her team with portfolio construction and client relationships. She joined Rathbones in 2020, having graduated from the University of St Andrews with a first-class master’s degree in Physics. 

After completing the Rathbones Graduate Program in 2022, she joined the team full time. Imogen is a Member of the Chartered Institute for Securities and Investments, having obtained the Level 7 Chartered Wealth Manager Qualification in 2023.

Isabella joined Rathbones in 2021 from Connor Broadley, a boutique wealth manager, where she looked after private client portfolios and the company’s AIM Portfolio Fund.

After graduating from the University of Bristol in 2007, Isabella began working in the City as an analyst before going on to spend just under 10 years with JM Finn, where she both managed private client portfolios and was a Fund Manager on the JM Finn Global Opportunities Fund.

Isabella is a Chartered Member of the CISI (Chartered Institute for Securities and Investment) and sits on the Rathbones Thematic Research Committee on climate change.

Ivan began his investment management career in 1996 with Hargreave Hale, joining Rathbones from Gerrard Investment Management in 2005.

Having graduated in 1996 with honours in Politics, Economics and Law from the University of Buckingham he has gained the Chartered Institute for Securities and Investment Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Ivan is head of specialist tax portfolio service, responsible for Rathbones’ specialist tax portfolios which incorporate AIM quoted inheritance tax and enterprise investment scheme strategies.

Ivo joined Rathbones in 2022 as an Investment Manager, having previously been at Cazenove Capital for nine years. He specialises in complex clients, coordinating investments across a number of different structures and tax restrictions. Ivo assists the team in managing over £1.6bn in assets for private clients, charities and trusts.
Ivo is a Chartered Member of the Chartered Institute of Securities and Investment (CISI) and holds a BSc (Hons) in Biological Sciences from the University of Edinburgh.

Jack joined Rathbones Glasgow office in 2022 after nearly six years with Brewin Dolphin in Edinburgh. 

Jack holds a First-Class degree in Immunology and Pharmacology from the University of Aberdeen and has completed the Chartered Wealth Manager Qualifications through the Chartered Institute for Securities & Investment. 

Working closely with Craig Baxter, Jack has experience managing investment portfolios for private clients, pensions, and trusts.

Outside of the office, Jack lives in Kippen, Stirlingshire, and is a keen hill walker with his dog Ronnie. 

Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.

Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.