Our team for charities
Our investment managers are passionate about what they do. Many of the team are involved with charities outside work and are trustees themselves.
You can view a list of our charity investment management team below. For contacts in our regional offices, please select your nearest office location.
Andy Pitt
Head of Charities
Andy Pitt
Head of Charities
London
Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Dunhill Medical Trust. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.
Andy graduated from Exeter University with a first class honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy joined Rathbones in June 2014 following his previous role as head of charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the Investment Committee of the Dunhill Medical Trust. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI). Andy is a keen sportsman with interests in skiing, horses and tennis, whilst enjoying time spent in the garden and with his family.
Adrian Maxwell
Head of Charities, Liverpool
Adrian Maxwell
Head of Charities, Liverpool
Liverpool
Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.
He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.
Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.
Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.
He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.
Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.
Fiona Gillespie
Head of charities, Scotland
Fiona Gillespie
Head of charities, Scotland
Edinburgh
Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.
Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.
She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.
Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.
Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.
She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.