David Shorrock

Investment Director

David Shorrock

Investment Director

Leeds

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Based in the Leeds Office, David joined Rathbones in 2024 as an Investment Director. He enjoys managing multi-asset portfolios for private individuals, pension funds, trusts and companies. He prides himself on building close relationships with clients and delivering the highest quality of service.

David is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and holds an honours degree in Business Studies. He has over 23 years of industry experience, having most recently worked as an investment director at Brown Shipley.

Andrew Goodchild

Investment Director

Andrew Goodchild

Investment Director

Leeds

Based in the Leeds office. Andrew joined Rathbones in 2023 from his previous role as Managing Director and Head of Leeds office at Brown Shipley. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He has been advising Charities, Trusts, Private Clients and Pension Funds for over 35 years.

He has held board roles with various charities and is an experienced trustee. His clients' needs and aims are his only focus. He stays in close contact with clients and their evolving needs and providing them with most suitable ongoing investment solutions remains his primary objective.

Based in the Leeds office. Andrew joined Rathbones in 2023 from his previous role as Managing Director and Head of Leeds office at Brown Shipley. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities and Investment. He has been advising Charities, Trusts, Private Clients and Pension Funds for over 35 years.

He has held board roles with various charities and is an experienced trustee. His clients' needs and aims are his only focus. He stays in close contact with clients and their evolving needs and providing them with most suitable ongoing investment solutions remains his primary objective.

Nic Mitchell

Investment director

Nic Mitchell

Investment director

London

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.

Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

Nic is an investment director having joined Rathbones in January 2024. He specialises in managing portfolios for private individuals, pension funds, trusts, and companies. He enjoys building long-term relationships with clients to meet their objectives whilst providing the best possible service.

Nic graduated from the University of Manchester before embarking on a career in finance. Nearing 20 years of industry experience, he most recently worked as an investment director at Brown Shipley.

George O'Rorke

Assistant Investment Manager

George O'Rorke

Assistant Investment Manager

London

George is an Assistant Investment Manager in the London Office. He works alongside Simon Parker and Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George is a CFA® charterholder and joined Rathbones in 2021 on the investment management graduate scheme having graduated from the University of Southampton with first-class honours in Aeronautical and Astronautical Engineering in June 2021.

George is an Assistant Investment Manager in the London Office. He works alongside Simon Parker and Charlie Campbell, managing investments for a range of private client portfolios, trusts and pension funds.

George is a CFA® charterholder and joined Rathbones in 2021 on the investment management graduate scheme having graduated from the University of Southampton with first-class honours in Aeronautical and Astronautical Engineering in June 2021.

Giles Wood

Investment Manager

Giles Wood

Investment Manager

Bristol

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Giles joined Rathbones in 2021 and supports the discretionary management of investment portfolios on behalf of private clients, trusts, and charities. Prior to joining Rathbones, Giles spent over two years working as a Financial Services consultant at one of the top 5 professional services firm. He is a Chartered Member of the Chartered Institute of Securities and Investment and has won two awards for his achievements in completing the Level 7 Wealth Manager qualification. He also has a Level 6 Diploma in Investment Compliance. As a result of these achievements, Giles sits on the CISI Level 7 Financial Markets exam panel as a Subject Matter Expert. Outside of work, Giles is a trustee of the Somerset Community Foundation and a member of its Investment Committee.

Carl Hunter

Assistant Investment Manager

Carl Hunter

Assistant Investment Manager

Winchester

Carl is a assistant investment manager working alongside Ian Hardcastle, Justine Peck, Phil Wyatt and Oliver Northover. He joined Rathbones in 2021 following the completion of BSc (Hons) degree in Economics / Accounting and Finance from the Aberystwyth University.

Carl is an associate member of the Chartered Institute for Securities & Investments having successfully completed the Investment Advice Diploma in August 2022. Carl is currently studying toward the Chartered Wealth Manager qualification.

Carl is a assistant investment manager working alongside Ian Hardcastle, Justine Peck, Phil Wyatt and Oliver Northover. He joined Rathbones in 2021 following the completion of BSc (Hons) degree in Economics / Accounting and Finance from the Aberystwyth University.

Carl is an associate member of the Chartered Institute for Securities & Investments having successfully completed the Investment Advice Diploma in August 2022. Carl is currently studying toward the Chartered Wealth Manager qualification.

Matthew Fry

Investment Director

Matthew Fry

Investment Director

London

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.

Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.

Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.

Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Matthew joined Rathbones in January 2024 having previously worked at Brooks Macdonald for 6 and a half years.

Prior to this, he was a professional footballer, representing clubs from the Premier league down to lower leagues of English football.

Matthew holds the CISI Chartered Wealth Manager Qualification and the CISI Investment Advice Diploma. He also holds accounting qualifications with the AAT.

Matthew is married with two children and when he isn’t spending time with his family, he enjoys spending time on the golf course.

Tim Hurst

Regional Director

Tim Hurst

Regional Director

Cheltenham

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts. 

Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office. 

Tim is a family man and lives in the Cotswolds. Away from work he enjoys trail running, playing golf, football and walking his dogs.

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts. 

Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office. 

Tim is a family man and lives in the Cotswolds. Away from work he enjoys trail running, playing golf, football and walking his dogs.

Kirsty Cartwright

Investment director

Kirsty Cartwright

Investment director

Birmingham

Kirsty is an investment director helping individuals and their families maximise their wealth and take control of their finances principally through bespoke discretionary portfolios in general investment accounts, trusts, ISAs, pensions, and offshore bonds. She is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Governor at Elmhurst Ballet School.

Kirsty has over 20 years’ experience in the industry starting with Greig Middleton (now Barclays Wealth) in Glasgow in 2000. She builds good client relationships through a friendly and straightforward approach.

Kirsty joined Rathbones in February 2024 as part of the merger with Investec Wealth & Investment having previously spent more than 17 years at RBC Brewin Dolphin in Birmingham. She has an undergraduate degree from the University of Aberdeen and postgraduate degree from the University of Strathclyde.

Kirsty is an investment director helping individuals and their families maximise their wealth and take control of their finances principally through bespoke discretionary portfolios in general investment accounts, trusts, ISAs, pensions, and offshore bonds. She is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Governor at Elmhurst Ballet School.

Kirsty has over 20 years’ experience in the industry starting with Greig Middleton (now Barclays Wealth) in Glasgow in 2000. She builds good client relationships through a friendly and straightforward approach.

Kirsty joined Rathbones in February 2024 as part of the merger with Investec Wealth & Investment having previously spent more than 17 years at RBC Brewin Dolphin in Birmingham. She has an undergraduate degree from the University of Aberdeen and postgraduate degree from the University of Strathclyde.

Oliver Jones

Head of Asset Allocation

Oliver Jones

Head of Asset Allocation

London

Oliver is head of asset allocation at Rathbones. He is responsible for carrying out research on the global economy and financial markets, supporting Rathbones’ top-down tactical and strategic investment processes. He is a voting member of Rathbones’ asset allocation committee and its UK equity sector committee.

Oliver joined Rathbones in January 2022. Prior to joining, he worked for Capital Economics, where he initially covered the UK economy, commodities and emerging markets, before specialising in global markets and helping to establish the firm’s asset allocation service. He holds an undergraduate degree in Economics from the University of Cambridge, and a masters degree in Financial Economics from Birkbeck, University of London. As a student, he also worked in the Economics Group at HM Treasury, focusing on economic modelling.

Oliver is head of asset allocation at Rathbones. He is responsible for carrying out research on the global economy and financial markets, supporting Rathbones’ top-down tactical and strategic investment processes. He is a voting member of Rathbones’ asset allocation committee and its UK equity sector committee.

Oliver joined Rathbones in January 2022. Prior to joining, he worked for Capital Economics, where he initially covered the UK economy, commodities and emerging markets, before specialising in global markets and helping to establish the firm’s asset allocation service. He holds an undergraduate degree in Economics from the University of Cambridge, and a masters degree in Financial Economics from Birkbeck, University of London. As a student, he also worked in the Economics Group at HM Treasury, focusing on economic modelling.

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