Our People

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.

Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.

Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.

Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Matthew is an investment manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

His focus is on the construction and management of bespoke investment portfolios. He specialises in managing funds for private individuals of all ages, pensions, charities and trusts. Matthew prides himself on the high level of service that he provides to clients and being able to provide innovative solutions to meet their individual needs.

He started his career in Investment Management in 2012 and has obtained the level 7 Chartered Wealth Manager qualification. Matthew joined Rathbones in 2018.

Matthew joined Rathbones as an investment director in June 2014.  He specialises in managing investment portfolios for private clients, pension funds, trusts, charities and private companies. 

Matthew began his career in 1994 at Robson Cotterell which went on to become part of Charles Stanley in 2002.  He was an investment manager at Deutsche Bank Asset & Wealth Management for 6 ½ years before joining Rathbones. 

Matthew is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and is also a Chartered Wealth Manager.  He was named as one of the Top 40 under 40 UK investment professionals by PAM in 2011.

Max is a trainee investment manager based in the London office. He works amongst a wider team of eight other investment professionals providing bespoke investment solutions for a wide range of clients, helping them to achieve their objectives. He also works closely with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and intergenerational planning.

Max graduated from the University of Surrey in 2021, with a First Class Honours degree in Economics & Mathematics. Max joined Rathbones in September 2023 after two years of experience working at an Independent Financial Advisory firm.

Max is a member of the Personal Finance Society, having completed his Level 4 CII Level 4 Diploma in Regulated Financial Planning in March 2023. Max also holds the CII Level 4 Certificate in Discretionary Investment Management as well as the CFA Society's Level 4 Investment Management Certificate (IMC). He is currently studying toward the Level 7 CISI Chartered Wealth Manager qualification.
 

Megan began her career in financial services in 2015 at Link Asset Services where she was involved in all aspects of shareholder support pertaining to corporate events and client queries.

In 2018, Megan moved to Arbuthnot Latham where she spent two years providing administrative support to the investment management team. As part of her role, Megan was responsible for client onboarding and the transfer of clients’ assets.

Megan joined Rathbones in 2020 as a client service executive and provides administrative and investment support to the team and their clients.

Michael is an investment director and manages portfolios for a wide range of clients from individuals and families to pension funds and trusts.

Michael graduated from Aberdeen University with an honours degree in Political Studies, and Stirling University with an MSc in Investment Analysis. He joined Speirs & Jeffrey in 1999 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Michael is a corporate development analyst supporting Rupert Pepper as part of the team responsible for coordinating the M&A activities for the Group and leading Group-wide strategic projects. Prior to his current role, Michael worked as an assistant investment manager within a team specialising in the management of private clients, pension schemes and trusts.

He holds a BSc Honours in Economics from Brunel University and is an Associate of the Chartered Institute for Securities & Investment having completed his Investment Advice Diploma. Michael is currently studying towards becoming a Chartered Financial Analyst (CFA).

Michael joined Rathbones in 2020 as a Chartered Wealth Manager and works with Private Clients, Financial Advisers, Charities, and other Entities to help realise their financial goals.

He joined from Brewin Dolphin having been attracted by Rathbones specialty in environmentally sustainable and ethical investment, and has completed the CFA ESG Certificate. Michael graduated with full honours from St Andrew’s University having studied Applied Physics and Astrophysics, and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Michael also enjoys munro-bagging and being outdoors.

Michael is a Chartered financial planner who joined Rathbones in 2018. He passionately believes in his work and takes huge satisfaction from bringing security and peace of mind to people that want to grow and protect their wealth.

He has almost 10 years’ industry experience, over which time he has helped clients at all stages of life plan positively for the future. This includes (but is not limited to) tax-efficient investing, pension and retirement planning and inheritance tax planning. Michael takes a thoughtful and hard-working approach, bolstered by strong technical knowledge and a desire to deliver the best results for his clients.