Our People

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage.

Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.

Bob is an Investment Director having joined Rathbones in October 2000 and becoming a Director for the Group in 2007. He is a Fellow of the Chartered Institute for Securities and Investment and runs a team that manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts.

In 2019 he was shortlisted in the ‘Future Leader in Private Client’ category at Spear’s Wealth Management Awards. He went on to be categorised as “Top Recommended” by Spears in 2022, 2023 and 2024.

In 2015 Bob helped launch the Rathbones’ international team which manages Sterling, Euro and Dollar portfolios for clients of international advisers; the team was named Best International Discretionary Fund Manager at the annual International Investment Awards in 2017, 2018 and 2019.
Furthermore, Bob is responsible for communicating Rathbones' investment views to the media and is regularly quoted in the national press.

Robert joined Rathbones in 2017 as an investment director and has over 15 years of investment management experience. He began his career in 2000, working for a number of regional stockbrokers before spending 13 years at Brown Shipley in their Manchester office.

Rob is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Accounting.

At Rathbones, Rob is responsible for managing multi-asset investment portfolios for  private individuals, trustees, and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

After gaining his investment qualifications at Coutts he then moved to the Private Client division of Invesco Perpetual as investment director and was responsible for the integration of Perpetual’s Private Client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their Private Client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.

Finally, Jupiter sold their Private Client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.

 
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

Rosie joined Greenbank in June 2015. She has a BSc (Hons) in Mathematics from the University of Manchester. Rosie is a chartered fellow of the Chartered Institute for Securities and Investment and has been awarded the Institute’s masters level Chartered Wealth Manager qualification. She has also been awarded the CFA UK Level 4 Certificate in ESG Investing.

Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.

Ross graduated from Cambridge University with a master's degree in Natural Sciences and is a Chartered Wealth Manager and Chartered Member of the CISI (Chartered Institute for Securities & Investment). He now sits on the CISI examination panel for the Financial Markets module of the Chartered Wealth Manager qualification (formerly known as CISI Masters in Wealth Management).

Ross is an Assistant Investment Manager, supporting Adam Drummond managing his book of private client portfolios, trusts, pensions and charities. He joined Rathbones in 2020, after graduating from the University of Strathclyde with a master's degree in Business Analysis and Consulting pass with Distinction. Following completion of the Rathbones Graduate Program in 2022, he joined the team full time. 

Ross is an Associate Member of the Chartered Institute for Securities and Investment, having achieved the Investment Advice Diploma in 2021. He is currently working towards the completion of the Level 7 Chartered Wealth Manager Qualification.

From a personal point of view, Ross enjoys mountain climbing, running and golfing.