Trusted partner. For expert advisers.
We’ve been working with advisers for generations, providing expertise, reassurance and long-term partnership. So, when your clients turn to you, you know you can turn to us.
Whether you’re a lawyer, accountant or consultant, we can provide expert advice in the most complex financial matters, and an active partnership in achieving your client’s goals.
We respect the trust you’ve worked hard to build with your clients. Supporting you in helping secure your clients’ financial future is a responsibility we take very seriously. From the outset, we’ll work in a way that is right for you.
We offer you the same levels of care, diligence and accountability that you offer your clients. And even though we support financial needs, across broad requirements, we appreciate that our performance is a reflection on the choice you’ve made. Providing an exceptional level of service, tailored to individual circumstances is how we build trust, and form lasting relationships.
If you’re looking for help in the financial affairs of individuals, families, entrepreneurs, divorcees, resident non-domiciled clients – and more – we can promise you a service that is truly end to end.
HOW CAN WE HELP YOU?
FINANCIAL PLANNING
INVESTMENT AND WEALTH MANAGEMENT
RESPONSIBLE INVESTMENT
TRUST AND TAX SERVICES
SPECIALIST TAX PORTFOLIO SERVICE
Our Clients
PI COP
INVESTMENT APPROACH
We aim to provide an end-to-end service, working with our professional advisers. Having identified a practitioner’s client needs and agreed a broad approach, our investment manager will use their professional expertise to construct a portfolio, carefully chosen to match the client’s objectives and manage it day to day.
OUR TEAM
Melanie Wotherspoon
Head of Professional Intermediary Business Development
Melanie Wotherspoon
Head of Professional Intermediary Business Development
London
Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.
Melanie joined Rathbones in 2014 after spending the previous seven years at Jupiter. Prior to that, she was at Baring Asset Management, Deutsche Morgan Grenfell and EY. She gained international experience working for HSBC in Hong Kong, San Francisco and Mumbai. Melanie is a Chartered Accountant, has a degree in Systems and Management from City University, London and is a Chartered Member of the CISI. She is both a trustee and member of the Investment Committee for the Francis C Scott Charitable Trust that commits over £1m a year to areas of deprivation in Cumbria and North Lancashire. Melanie is also a member of the Worshipful Company of Chartered Accountants.
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.
Investment Insights
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The UK economy hit the wall last quarter, while inflation started rising again. In the US, expectations of interest rate cuts have cooled since Donald Trump was elected President.
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Review of the week: A tale of two markets
Equity and bond investors had opposite reactions to the US election. But Trump 2.0 may have less influence than investors first hoped or feared.
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Trump 2.0: the return of ‘America first’
Former President Donald Trump has retaken the White House on a policy of widespread tax cuts, reduced immigration and lessened regulation. Bond investors aren’t happy, but shareholders are.
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What comes next? Navigating the challenges and opportunities
Receiving an inheritance can be both an opportunity and a challenge, often coming at a time of emotional sensitivity. It’s important to approach the situation thoughtfully, making decisions that align with your financial goals and considering their long-term impact. Here are some practical steps to help you manage your inheritance wisely.
4 mins