Our People

James joined Rathbones in June 2015. He started his career in 2010 with the RBS Wealth Management graduate scheme which entailed roles with Coutts & Co in London and Adam & Company in Edinburgh. Latterly he became a private banker with Adam & Company, managing a portfolio of high net worth clients.

James is a Chartered Fellow of the Chartered Institute of Securities and Investments and has obtained the Chartered Wealth Manager qualification. James also holds a first class honours degree in Economics (BSc).

James is an investment director, graduating from the University of Warwick in 2002 with a BSc (Hons) in Maths and Philosophy. He subsequently worked for Friends Provident before joining Rathbones in 2003, working for the Unit Trust division.

James subsequently joined the private client business of Rathbones in 2007 and now manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts. He also spent over ten years sitting on the Rathbone UK Stock Selection Committee.

James has passed the Investment Management Certificate and is also a CFA (Chartered Financial Analyst) charterholder.

James is the regional director of the Bristol office. In addition to his management responsibilities, he manages investment portfolios for charities, individuals, trusts and self-invested personal pensions. He also sits on Rathbones’ IT Steering, Training and Social & Environmental Committees.

James started his career in stockbroking in Bristol in 1984, and joined Rathbones in 1996. He is a graduate of Cambridge University with an MA (Hons) in English Literature, and a Chartered Fellow of the Chartered Institute for Securities & Investment. In his spare time, James is a governor of Red Maids School in Bristol and he is the treasurer of a local triathlon club. James also holds a black belt in Taekwondo; he is a member of the Clifton Club, the Bristol & Clifton Golf Club and an associate member of MCC.

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 26 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios. He sits on the Rathbones Collectives Committee with responsibility for research and selection of global equities funds for the group. James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. He is a trustee of The Rothley Trust, a charity which supports grant-making in the North-East of England and is a former vice-chair of Tyne & Wear Archives and Museums Development Trust.

James Goodhew joined the Private Client department of Rathbones in 2004 as a graduate trainee and is now an Investment Director responsible for over £500m of client portfolios.

James is a Member of the Chartered Institute for Securities and Investment, won the Wealth Management Association award for achieving a top Distinction in the Private Client Diploma Examination in 2006, was named one of PAM’s ‘Top 40 under 40’ in 2022 and most recently featured in the Spear’s Wealth Management top high net worth advisors in 2024.

James is a member of the Diversifiers Research Committee at Rathbones. He has also sat on the Chartered Institute for Securities and Investment Review Panel.

James is head of sales support for Rathbones’ distribution to financial advisers. He is responsible for business development co-ordination and the support provided to adviser firms in their use of our discretionary services.

James has worked for Rathbones since 2012 and within financial services since 1987.  Previously he was director of marketing and business development for a regional discretionary investment firm. As well as the experience of working within the DFM industry since 2005, James has also enjoyed spells as an IFA within three different national advisory practices.

James joined Rathbones in 2017 and manages investments for private clients, charities, and trusts. James' team manages over £700m in assets.

James initially worked in Rathbones' Financial Planning division, before joining the Investment Management graduate scheme in 2019.

James is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification. James is also a member of Rathbones' Portfolio Construction Committee. James studied at university in Bristol and graduated with a first class honours Business Management and Finance degree.

James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.

Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.

James joined Rathbones in 2016 where he started his career as a graduate trainee. Prior to this, he worked as a paralegal having completed the Legal Practitioners course. James graduated with a second class honours degree in Politics, Philosophy and Economics from the University of York and has a master's degree in Political Philosophy.

James assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

He is a CFA Charterholder and Associate of the Chartered Institute of Securities and Investment (CISI).