Craig is an investment director and manages portfolios for private clients, trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Craig graduated from the Aberdeen Business School, Robert Gordon University in 1996 with an honours degree in Commerce and joined Speirs & Jeffrey later that year. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

James joined Rathbones in 2014 following the purchase of the Jupiter Private Clients & Charities department where he had worked since 2011. Prior to that he qualified as a solicitor at Boodle Hatfield after reading English Literature at Durham University and attending BPP Law School.

James has completed the Investment Management Certificate and the CISI Masters in Wealth Management.

James works in a team assisting in the management of portfolios for individuals, families, trusts, pension funds and charities.

Freddie is an investment director, managing a range of investment portfolios for individuals and their associated pensions, trusts and investment companies.

He joined Rathbones in 2018 having worked at Quilter Cheviot since 2008.

Freddie is a Chartered Member of the Chartered Institute for Securities and Investment.  He has a degree in Business and French from the University of Manchester.

Findlay joined Rathbones as an investment manager in 2018 and manages discretionary portfolios for private individuals, pension funds, family trusts and charities. He is a Chartered Fellow of the Chartered Institute for Securities and Investments and a member of the Overseas Equity Committee, contributing to the investment process at Rathbones.

Findlay graduated from Loughborough University with a degree in Economics & Finance before starting his career at Charles Stanley.

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.  

Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Henry is a business development director at Rathbones. He operates from the Liverpool office and covers the North West of England and North Wales. His responsibilities include creating opportunities for investment managers to acquire new business from trustees, both charitable and private, lawyers, accountants and private individuals. He joined Rathbones in 1994. Prior to this, he worked at what was then Wise Speke stockbrokers in Manchester.

Mark is an investment director who began his career at Rathbones in 2006.  He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Rob Unsworth and Will Roberts. 

Mark is also involved in the running Rathbones’ financial awareness programme – a national initiative which aims to increase the financial awareness of young people. As part of this programme, Mark speaks at schools and hosts financial workshops for young people who are looking to broaden their financial knowledge or seeking to pursue careers in the finance industry. 

Mark has completed the Securities Institute Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and is a Chartered Wealth Manager. He also holds an honours degree in English. 

David is an investment director working alongside James Blosse-Lynch, managing investment portfolios for private clients, pensions and trusts. He is a Chartered Financial Analyst (CFA) and holds the Investment Management Certificate (IMC). 

Prior to joining Rathbones, David worked at Schroders for six years in the multi-asset investment team. Before moving into financial services David was in the British Army, serving in The Royal Regiment of Scotland. 

Tomas Owen-Jones joined Rathbones in 2018 having previously worked for Border Asset Management. He began his career as a financial planner in 2011, before moving to work as an Investment Manager in 2012.

Tomas graduated from the University of Liverpool, where he gained his Economics Degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.

Based in the Kendal office, Tomas manages a range of private client, trust, pension and company portfolios.