Richard is an Investment Director and a Chartered Fellow of the Institute for Securities and Investment.

Richard joined Rathbones in January 2024 and specialises in managing portfolios for private individuals, pension funds, trusts, charities and companies. He enjoys building long-term relationships with clients to understand their unique circumstances and help to provide the best possible service.

Richard’s career began in management consultancy before a career change saw him join Killik & Co in Mayfair in 2010. Richard then joined Duncan Lawrie in 2014 and, prior to joining Rathbones, he was a Partner at Smith & Williamson, having joined the business in 2016.

Richard graduated from the University of Bristol with a first class honours degree and holds the Chartered Wealth Manager qualification.

Sally joined Rathbones in July 2023 after 18 years working at Investec Wealth & Investment, gaining extensive experience in both Investment Management and Financial Planning during that time.

Sally performs the role of Assistant Investment Manager for of a variety of client portfolios; working predominantly with IFAs.

Sally has a degree in Geography and is an Associate member of the Chartered Institute for Securities and Investment, achieving the Diploma in Investment Advice (Securities) in 2005 and the Diploma in Investment Advice (Financial Planning & Advice) in 2020.

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.

Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.

Alex Neilson is an Investment Manager in our Liverpool office and joined Rathbones at the start of 2023, previously having worked at Investec in London and more recently Cazenove Capital in Chester & Manchester.

He has over 10 years of investment and portfolio management experience looking after complex family arrangements, charities, pensions, trusts and has a particular interest in owner managed businesses and entrepreneurs.

Alex is a Chartered Fellow of the Chartered Institute for Securities and Investment, holds the Chartered Wealth Manager qualification and has 11 years of investment experience.

Ryan joined Rathbones as an Investment Director in June 2023 and specialises in working with Independent Financial Advisers to construct and manage bespoke investment portfolios. Having spent the last ten years working in this space at Investec Wealth & Investment, Ryan prides himself on providing the highest level of service to advisers and their clients.

Ryan holds the CISI Level 7 Chartered Wealth Manager qualification, Investment Advice Diploma and has sat on the committee for the CISI Liverpool, Chester and North Wales. He obtained his M.B.A (Finance) in 2009 and also holds a Bachelors degree in Economics and Political Science from Hartwick College, NY.

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.

Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

He is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Ben was named in Citywealth Leaders 2019 Future Leaders Top 100 Super Advisors and also in the Citywealth Leaders 2019 Investment Director of the Year.

James joined Rathbones in November 2023 following his previous role as Co-head of Investments at CCLA Investment Management, where he was responsible for the management of their multi-asset and global equity funds. James has also worked at Santander Asset Management and Moore UK Chartered Accountants, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as institutions and retail investors.

James has a BA in History from Leicester University is a Chartered Fellow of the CISI (FCSI) and holds a Certificate in Business Accounting.

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.

Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.

She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

David joined Greenbank in January 2020, he is an investment director specialising in managing ethical portfolios on behalf of private clients, trust and charities. David previously worked as an analyst in Henley-on-Thames before making the move to Bristol to join the Greenbank team. David read Economics at the University of Manchester and is a CFA charterholder.