Harpal has over 17 years of experience in Investment Management. He joined Rathbones as a specialist personal injury and Court of Protection adviser having previously held this role at Barclays Wealth and Tilney.

He advises families, public authority bodies, leading law firms on the financial affairs of extremely vulnerable clients and individuals who have received a personal injury award. Harpal is a proud supporter of the Child Brain Injury Trust, raising charitable donations and organising events.

Harpal is a Chartered Member of the Chartered Institute for Securities & Investments and a Chartered Financial Planner. He was previously ranked by eprivateclient as a top 35 under 35 adviser.

Kat has worked with recipients of personal injury awards for 20 years. She provides specialist advice to clients, professional and lay deputies and guardians, and trustees of personal injury awards.  Kat joined Rathbones in 2020 from Barclays Wealth. 

Kat is passionate about helping her clients, together with their legal representatives, take control of their financial future.  Her goal is to ensure every client can make informed decisions, driven by a clear understanding on how this might affect their long term financial position.  Her advice is tailored to the individual needs of each client, depending on their circumstances, as well as the nature and severity of their injuries. 

She is a Chartered Member of the Chartered Institute for Securities and Investments and a Chartered Financial Planner of the Chartered Insurance Institute. Kat is working towards the Society of Trust and Estates Practitioners Diploma. 

When not helping clients, Kat attempts to train her sproodle.

Jake works alongside David Shepherd, Christopher James & George Steger in the day-to-day running of investment portfolios on behalf of private clients, trusts, companies and charities. He joined Rathbones in 2018 having graduated with an MSc in Economics from the University of Kent.

Jake is a member of the Chartered Institute for Securities & Investment (CISI) having completed the Chartered Wealth Manager qualification and Investment Advice Diploma.

Georgia joined Rathbones in November 2017. Prior to joining Rathbones, she worked at the registrars Equiniti as part of the executive dealing services responsible for high-net-worth dealing and certificated trading. She has over eight years of experience in financial services.

Georgia works as a client service executive for two investment directors, James Douglas-Withers and James Ward. She manages the administration for the team, covering a variety of private clients, pensions, trusts and charities.

Georgia is currently studying for the CISI Investment Operations Certificate.

Ann joined Rathbones in 2007 and works as a client service executive for Robert Hughes-Penney. She has more than 25 years’ experience working in the finance industry.  Prior to joining Rathbones, Ann worked for a firm of accountants/football agents specialising in professional footballers where she was responsible for managing their personal administration.

She has a certificate in Investment Administration level 3 from the Securities & Investment Institute (2009), and obtained a BA (Hons) in Humanities with Classical Studies from the Open University in 2015.

Harry joined Rathbones in April 2018 having graduated from the University of Leeds with a BSc (Hons) in Biochemistry.

His role as an investment manager involves managing portfolios on behalf of a diverse range of clients which include private clients, personal pensions, family investment companies, charities, trusts and international clients. Harry also has experience managing unit trusts for larger mandates. 

Harry is a Chartered Financial Analyst (CFA) and an Associate of the Chartered Institute for Investments and Securities having completed the Investment Advice Diploma (Securities).

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator.

He started his administrative career in 1994 and has worked in various administration roles throughout his career.

Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Natasha joined Rathbones in July 2017.  Prior to joining Rathbones, she worked at Amundi Asset Management as an institutional client associate responsible for looking after large corporates, local authorities and pension funds in UK and Ireland. 

Natasha graduated with a 2:1 (Hons) degree in Business Management from Queen Mary, University of London in 2012. 

Natasha works as a client service executive for two investment directors, James Blosse-Lynch and David Parsons. She manages the administration for the team, covering a variety of private clients, trusts, charities and pensions.

Will works alongside Robert Szechenyi and Stuart Furzer managing discretionary multi-asset investment portfolios on behalf of UK and offshore domiciled individuals, companies and trusts.

Will joined Rathbones in 2019 from Abrdn where he was an associate portfolio manager. He has worked in the industry since 2012 having previously held roles at Lloyds Private Banking, Ashcourt Rowan & Abrdn.

He is a CFA Charterholder, holds CFA UK’s Investment Management Certificate and is a Chartered Member of the Chartered Institute for Securities & Investment.