Our People

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Neil previously worked for UBS Investment Bank in the USA prior to joining their Wealth Management office in Newcastle as an investment assistant in 2008.

He graduated from Northumbria University with a degree in Economics and is a member of the Chartered Institute of Securities and Investment (CISI), holding the CISI Masters in Wealth Management qualification.

Neil is part of the team that specialises in the management of private clients, charities, trusts and pension funds.

Neil is an investment director and has more than 20 years of investment experience. Neil started his career at Rathbones in 1998, before joining Tilney in 2000 and then Cazenove in 2002, where he spent nearly 17 years.

Neil is a Chartered Fellow of the Chartered Institute for Securities and Investment. Neil manages discretionary investment portfolios for private clients, pensions, trusts, and charities, working with clients and their advisers.

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.

Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

Nicholas joined Rathbones in April 2016 from HSBC where he had spent the last 28 years working in the Discretionary Wealth Management division. He graduated from the University of Southampton in 1984 with a bachelor’s degree in Politics and International Studies. 

Nicholas is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and attained the CISI Diploma qualification in 1990.  He is an extremely experienced investment professional specialising in the management of multi asset investment portfolios for private investors, their pensions, trusts and charities. 

Nicholas works alongside Robert Hughes-Penney in the management of private client, charitable and institutional portfolios, having joined Rathbones in 2019 from investment manager and corporate broker WH Ireland. He read History at King’s College, London and graduated with a first class honours degree in 2017. He has passed the Chartered Wealth Manager qualification and the Investment Management Certificate. He is a CFA Level II candidate.

Nicholas is also apprenticed to the Merchant Taylors’ Company, and has assisted their Charities Committee in making grants to organisations across London.

Nicholas joined Rathbones in 2011 and, after an period working alongside other managers, he is now part of a larger team headed by Tim Hubbard.

He graduated from Cambridge with an MA in Natural Sciences and started working life at Price Waterhouse, before moving to James Capel in 1986 and Smith & Williamson until 1995. He then moved to Taylor Young Investment Management Ltd (TYIM), a firm started by his father in 1986.

He worked at TYIM for 17 years, as a fund manager and analyst, and latterly as a director and member of the Executive Committee. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

He is married with two children and lives in Kent.

Nick graduated with a BA in History from Cardiff University in 2002 and is a Chartered Fellow of the Securities Institute. He started his financial services career with Barclays Wealth in London and spent five years at HSBC Global Asset Management before moving to the South West in 2015.

Nick manages discretionary investment portfolios for a range of individuals, companies and trusts with a particular focus on working with Independent Financial Advisers and their clients. 

Nick is an investment director, responsible for the management of private client portfolios and is a Fellow of the Chartered Institute for Securities and Investment. He joined Rathbones in 2001 from JPMorgan Fleming where he was a director of Fleming Private Asset Management. He became a member of the Stock Exchange in 1986 with Montagu, Loebl, Stanley.