RATHBONES INSPIRE
Sharing knowledge and expertise with our community of founders.
We are committed to supporting entrepreneurs, founders and business owners on their growth journey.
Our aim is to support and engage with the UK’s diverse community of entrepreneurs.
Rathbones Inspire has been created to give business leaders and their senior teams the opportunity to engage with talented peers, gain invaluable insights, access subject matter experts, and build new connections to further strengthen their businesses.
Our Rathbones Inspire community members gain access to exclusive content, regular networking opportunities and deep expertise that could help you and your team manage the key growth challenges around capital, clients, and people.
There is no charge, or an obligation to release equity. All we ask of you is your time and a desire to take an active part in the programme.
Programme
Who can join?
Inspiring insights
Past Events
What our community think about Inspire
During the preparing for an exit interview, Paola’s comment that when leaving a sales meeting "always make sure that the potential client also has work to do" was my biggest key takeaway.
Feedback reviewed 26/06/2024
The most valuable learning or take away from the Fundraising event was the session with founders. They were honest and helpful. Adam Baron was also great.
Feedback reviewed 26/06/2024
In the digital age, sometimes our first action may be to contact investors via LinkedIn etc but nothing can replace real life human interaction, and how people feel after they’ve seen you in person. At an early stage, your passion, your drive and the gleam in your eyes can go a long way.
Feedback reviewed 26/06/2024
Our Team
Jake Wellesley-Smith
Client development director - North
Jake Wellesley-Smith
Client development director - North
Kendal
Jake joined Rathbones in 2020. He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria. He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.
Jake is a member of the Chartered Institute for Securities and Investment.
Jake joined Rathbones in 2020. He spearheads the client development activities across the North of England and the Midlands, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Jake started his career in finance at Lombard Street Research before moving into the private client investment world with Border Asset Management in Cumbria. He joined Rathbones after 7 years working for Aberdeen Standard Capital (formerly Standard Life Wealth) following the acquisition of Newton Investment Management's private client arm in 2013.
Jake is a member of the Chartered Institute for Securities and Investment.
Matthew Carr
Client development director - South
Matthew Carr
Client development director - South
Winchester
Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.
Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team.
Matthew joined Rathbones in 2021 to spearhead the client development activities across the South and South West of England. He has responsibility for delivering the wide range of Rathbones services to our clients and is leading the development and management of intermediary relationships across the region.
Matthew started his career in the British Army, before joining Reuters Ltd in London and then Asia. Whilst in Asia, Matthew moved into banking, working for Credit Agricole and subsequently BNP Paribas Equities and Derivatives, returning to London with BNPP. He went on to build an ETF business at Rabobank, before joining Credit Suisse Private Banking in London, where he led the business development team.
Ramsay Wilson
Client development director - Scotland
Ramsay Wilson
Client development director - Scotland
Glasgow
Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.
Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.
Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.
Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.
Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.
Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.
Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.