Our Team
Our team has extensive experience of working with entrepreneurs and family run businesses. The team is based across the regions in the UK.
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.