Ellis is a trainee investment manager at Greenbank. She is a graduate with a Bachelor of Arts in Accounting and Finance from the University of the West of England. Ellis was awarded the CISI Investment Operations Certificate in November 2018 and the CISI Level 4 Investment Advice Diploma in October 2022.

Ellis joined Rathbones in March 2016 and previously worked for JP Morgan.

Paul is an investment director in our Exeter office and is responsible for looking after a wide range of clients including private individuals and families, trusts, charities, pensions and corporate clients. He first started in portfolio management in 1983 and joined Rathbones in 2019.

He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a former member of their Applied Wealth Management and Portfolio Construction examination boards. He is also an ex-president of the local CISI Branch in the South West.

Paul is also a trustee of Turntable, which assists people on benefits in the Exeter area, and is a keen golfer, having been chairman at his local golf club. He also sits on several boards in an advisory capacity.  He is married to Lorraine and has three adult children.

Nicholas works alongside Robert Hughes-Penney in the management of private client, charitable and institutional portfolios, having joined Rathbones in 2019 from investment manager and corporate broker WH Ireland. He read History at King’s College, London and graduated with a first class honours degree in 2017. He has passed the Chartered Wealth Manager qualification and the Investment Management Certificate. He is a CFA Level II candidate.

Nicholas is also apprenticed to the Merchant Taylors’ Company, and has assisted their Charities Committee in making grants to organisations across London.

Robert joined Rathbones in 2019 has now gained 10 years experience managing bespoke portfolios for Individuals, Charities, Trusts and Institutions. Robert has also worked at Hassium Asset Management LLP, Invesco Perpetual and Oil Brokerage.

Robert has a degree in Economics and Geography from Loughborough University, is a CFA Charterholder and an Associate Member of the Chartered Institute for Securities and Investments. Robert also sits on the overseas stock selection committee for the Rathbones Group.

David joined Rathbones as an investment manager from Brewin Dolphin. He is a Member of the Chartered Institute for Securities and Investment, gaining Chartered Wealth Manager status alongside achieving the CISI award for Applied Wealth Management in 2018. David graduated from the University of Warwick with a degree in MORSE (Mathematics, Operational Research, Statistics and Economics).

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon).  She is responsible for all aspects of client administration and supports the charity/institutional team.

Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

Leah is an investment manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.

She is a Chartered Member of the Chartered Institute for Securities and Investment and qualified as a Level 7 Chartered Wealth Manager in 2019, previously passing the Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) with distinction.

Victoria is an assistant investment manager with Rathbones Investment Management International in Jersey. She has over 17 years’ experience in the finance industry, four years of which have been in Jersey in trust and private banking. Victoria joined Rathbones in 2012 having previously worked at Nomura Asset Management in London.  

She is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma. Victoria also holds the Investment Management Certificate.

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years.

Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

Andrew is an investment director with the Rathbone’s charities team based at our Liverpool office. He has extensive knowledge and experience of helping private individuals, charities and not for profit organisations to achieve their long term financial objectives throughout a career spanning 20 years working within the investment management industry.

Andrew began his career after graduating from the University of Manchester with a degree in Middle Eastern Studies, joining Gerrard Investment Management Ltd in 2002 where he qualified as an investment manager. He subsequently became a charity investment advisor with Barclays Wealth at their Birmingham office before joining Rathbones in 2019.

Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and has held their full CISI Diploma since 2003.