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.
Alex Turnbull
Investment director
Alex Turnbull
Investment director
London
Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.
Alex is Chartered Fellow of the Securities Institute and holds the Securities Institute Diploma, having qualified in 1989. Prior to joining Rathbones in 2008, he spent 20 years at HSBC Global Asset Management (formerly James Capel) where he was responsible for developing and leading the successful Charity division.
Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.
Alex is Chartered Fellow of the Securities Institute and holds the Securities Institute Diploma, having qualified in 1989. Prior to joining Rathbones in 2008, he spent 20 years at HSBC Global Asset Management (formerly James Capel) where he was responsible for developing and leading the successful Charity division.
Amos Nelson
Investment director
Amos Nelson
Investment director
Bristol
Amos works closely with James Fox in the management of investment portfolios for private clients, charities and self-invested personal pensions.
He is a graduate with a Bachelor of Science in Microbiology from the University of Bristol and currently holds the Masters in Wealth Management and the Investment Management and Financial Planning Certificates.
Amos is a Chartered Member of the Chartered Institute for Securities and Investment and sits on our Collectives Research Committee.
Amos works closely with James Fox in the management of investment portfolios for private clients, charities and self-invested personal pensions.
He is a graduate with a Bachelor of Science in Microbiology from the University of Bristol and currently holds the Masters in Wealth Management and the Investment Management and Financial Planning Certificates.
Amos is a Chartered Member of the Chartered Institute for Securities and Investment and sits on our Collectives Research Committee.
Andrea Hanley
Investment manager
Andrea Hanley
Investment manager
Glasgow
Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.
Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification. She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).
Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.
In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.
Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.
Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification. She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).
Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.
In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.