Matthew is an investment manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.

His focus is on the construction and management of bespoke investment portfolios. He specialises in managing funds for private individuals of all ages, pensions, charities and trusts. Matthew prides himself on the high level of service that he provides to clients and being able to provide innovative solutions to meet their individual needs.

He started his career in Investment Management in 2012 and has obtained the level 7 Chartered Wealth Manager qualification. Matthew joined Rathbones in 2018.

Joanna has significant experience of providing discretionary investment management for private individuals, family groups and their trusts, charities and pensions. She has been a Fellow of the Chartered Institute of Securities & Investments since 2005, becoming Chartered in 2011.

Joanna began her investment career at Tilney in 1998 after graduating from Liverpool University. She forged her career at Blankstone Sington for over 17 years, becoming an assistant director in 2014, before joining Rathbones in early 2019.

Susie is an investment manager specialising in the management of private client, SIPP, trust and charity portfolios. She joined Rathbones in 2014 and worked in our Lymington office until 2020. Susie is a Chartered Member of the Chartered Institute for Securities and Investment. She graduated from Imperial College London with a 2:1 BSc (Hons) in Biology.

Cameron graduated from the University of Glasgow in 2009 with an honours degree in Law. While studying for his degree he spent a year abroad in Nijmegen in The Netherlands.

He joined Speirs & Jeffrey in August 2009 and initially worked in the custody department, moving to the investment support department in the summer of 2010. Cameron was appointed an Investment Director in December 2017.

Cameron works closely with Graeme Dickie and Tony Smith. He is a Chartered Fellow of the Chartered Institute for Security & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James manages portfolios for private clients, trusts and pensions. After graduating from the University of Glasgow in 2010 with an honours degree in Law, he spent time abroad, before joining Speirs & Jeffrey in June 2012. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James is a Chartered Wealth Manager and he is also a Chartered Fellow of the Chartered Institute for Securities & Investment.

In addition to looking after his own client bank, James also works closely with Graeme Dickie.

Originally from the Highlands, Calum joined Speirs & Jeffrey in 2015 after spending five years at Baillie Gifford. He graduated from the University of Strathclyde in 2009 with a master's degree in Mechanical Engineering with Financial Management and is a member of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Calum works closely with Graeme Dickie.

Stuart graduated in 2013 with an honours degree in Economics and Finance from the University of Strathclyde. Shortly thereafter he joined Speirs & Jeffrey.

Having completed the graduate investment management program and qualified as an investment manager at Speirs and Jeffrey, Stuart chose to deepen his investment expertise, spending two years as a research analyst where his responsibilities included research coverage of global equity funds and a range of quoted equities. Stuart returned to working as an investment manager as he enjoys the ability to continue to analyse investments while seeing first-hand the benefits well-chosen investments have on meeting his clients’ goals. Stuart is a member of Rathbone’s Strategic Asset Allocation Committee.

Stuart is a CFA (Chartered Financial Analyst) charterholder and Chartered Fellow of the Chartered Institute for Securities and Investment.

William is an investment manager specialising in providing bespoke investment solutions to private clients, large families, advisors, pensions, trusts, and charities. William graduated from Northumbria University in 2015 with an honours degree in Biomedical Science. He went on to work in the microbiology diagnostic labs at the RVI and Freeman hospitals in Newcastle before joining Speirs & Jeffrey in September 2016. Speirs & Jeffrey was then acquired by Rathbones.

He is a Chartered Fellow of the Chartered Institute for Securities & Investments, having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualifications. He sits on the Rathbones UK and Private Equity Collective Committee and is responsible for the research of Private Equity collectives.

Dominic joined Speirs & Jeffrey in the summer of 2016 after two years as an assistant investment manager with Charles Stanley in Edinburgh. Previous to this he worked at Barclays and HSBC.

Dominic works closely with Craig Baxter and is a member of the Chartered Institute for Securities & Investment. In 2017 he achieved the highest mark for the Bond & Fixed Interest Markets exam and the Scottish CISI Diploma Award. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Christopher graduated from Durham University in 2012 with an honours degree in Mathematics. He joined Speirs & Jeffrey in February 2013 and completed his professional qualifications in February 2015.

Christopher is a Chartered Fellow of the Chartered Institute for Securities & Investment and works closely with Michael Wilson. He manages a number of client portfolios ranging from individuals to trusts and charities.