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.

Natalya is an assistant investment manager in our Exeter office supporting the team in the management of private client, trust, company and charity investment portfolios. She works closely with a number of professional advisers providing reliable and accurate assistance on behalf of their clients.

Natalya holds the Investment Advice Diploma and is an Associate Member of the Chartered Institute for Securities and Investment. She joined Rathbones in 2008.

Georgina assists Robert Hughes-Penney and James Douglas-Withers in the management of portfolios for private clients, charities and trusts. She joined Rathbones in 2018 as a portfolio modelling assistant prior to joining the Rathbones Trainee Investment Manager programme where she spent time circulating investment management teams, Rathbones Financial Planning, our research desk, as well as various back office teams before joining her current team permanently in 2021 as an assistant investment manager.

Georgina read Politics and International Relations at the University of York graduating with a first class honours degree which included a year abroad in Barcelona. She is a member of the Chartered Institute for Securities and Investments (CISI) having achieved the CISI level 4 Investment Advice Diploma (Securities) and Chartered Wealth Manager qualification.

James joined Rathbones in 2017 and manages investments for private clients, charities, and trusts. James' team manages over £700m in assets.

James initially worked in Rathbones' Financial Planning division, before joining the Investment Management graduate scheme in 2019.

James is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification. James is also a member of Rathbones' Portfolio Construction Committee. James studied at university in Bristol and graduated with a first class honours Business Management and Finance degree.

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts. 

He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Alfie has completed the CFA UK Investment Management Certificate, CISI Securities exam and is currently studying towards becoming a Chartered Financial Analyst (CFA).

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).

Daniel assists a team in managing over £1bn in assets for private clients, charities and trusts.

He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification.

Daniel also sits on the CISI’s Qualifications Assessment Board (QAB), which evaluates the process for upcoming candidates studying toward a CISI chartership.

In his spare time, Daniel is always keen to get outdoors in the Kent countryside and enjoys all things sports-related.

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.

Miles joined Rathbones in 2018 having graduated from the University of Exeter. After undertaking the ‘Rathbones Graduate Scheme’, Miles joined the investment desk at the beginning of 2021.

He is a Member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI level 4 Investment Advice Diploma (Securities) in 2020 and his Chartered Wealth Manager qualification in 2023.

Fiona joined Rathbones in October 2019 following her previous role as a senior investment manager at Anderson Strathern Asset Management. Previous to that, Fiona spent 24 years at Edinburgh Fund Managers and then Aberdeen Asset Management following their acquisition, where she had principal responsibility for managing multi asset mandates for Charity clients.

Fiona is an Associate of the Society of Investment Professionals, and Member of the Chartered Institute of Securities and Investment.

She sits as a Trustee of Medical Research Scotland, Trustee of the Stafford Trust and Treasurer/Trustee of the Scottish Council for Voluntary Organisations (SCVO). Fiona is also a member of the Future Asset Steering Committee. Until recently, Fiona was also non-executive director of Children’s Hospices Across Scotland (CHAS) for over 6 years, stepping down in June of 2020.