Rathbones Reserve offers you bespoke financial advice and portfolio management to fit today’s needs and tomorrow’s aspirations. We take time and great care to listen to your circumstances and present curated solutions to help reach your objectives.
Our holistic approach to managing your wealth enables us to provide you with an overarching plan for the future. And while your circumstances and objectives may change over time, our commitment to helping you grow, protect and preserve your wealth from generation to generation remains constant.
You will have direct access to a team of wealth management experts who will personally manage your affairs. And our independence from other financial providers ensures that the service we offer is never tied to any manager, asset class or investment style — creating unconstrained opportunities.
WHAT WE DO
Rathbones Reserve is a highly individual wealth and investment management service, curated for clients with significant assets and complex requirements.
Our expert teams harness the full range of Rathbones services to demystify complex needs and offer clear, refined solutions. Whether working alongside your existing team of professional advisers or managing every aspect in-house, we adopt a holistic approach and offer you access to the dedicated investment management, lending, financial planning and trust services of Rathbones and our external partners.
Our approach is advisory driven with the focus on securing long-term trusted relationships with our clients and partners.
FINANCIAL PLANNING AND TAX
INDIVIDUAL WEALTH MANAGEMENT
SUSTAINABLE INVESTMENT AND PHILANTHROPY
TRUST AND LEGAL SERVICES
OFFSHORE EXPERTISE
*This service is not regulated by the FCA
**This service is not regulated by the FCA
***Regulated by JFS
Our clients
FAMILIES
ENTREPRENEURS
SENIOR CORPORATE EXECUTIVES
PROFESSIONALS
International private client services
INTERNATIONAL TRUST COMPANIES
OUR TEAM
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.
Get In Touch
INSIGHTS
Planning around the budget
Olly Cheng, financial planning director at Rathbones Financial Planning and Rob Pullen, tax partner at RSM discuss how the changes to reliefs, allowances and tax rates might be mitigated considering different client scenarios.
1 min
Don't be a financial procrastinator
Reset your finances, set goals and take control of your plans.
6 mins
After 2024’s outsized returns, optimistic realism for 2025
In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of some key lessons from 2024 and discusses our outlook for 2025
1 min
Review of the week: 'Tis the season for a rate cut
As 2024 winds down and Wall Street is lit up like a Christmas tree, there’s still plenty to keep us on our toes. Will central banks bring glad tidings?
4 mins