Alongside three other senior Investment Directors, Nick co-leads a team of 12 investment specialists advising high-net-worth individuals, families, and their companies/charities. Each wealth strategy is bespoke, shaped by clients’ tax, risk, income, and long-term legacy goals. He specialises in the tax-efficient management of onshore and offshore portfolios, ISAs, pensions, trusts, and family investment companies. He works closely with ultra-high-net-worth entrepreneurs and global families to support multi-generational wealth planning, often involving trust structures, FICs and offshore bonds.

Nick and his team work closely with clients’ financial advisers and accountants to structure portfolios that balance tax efficiency with flexibility — enabling families to enjoy income today, or preserve capital for future generations. Portfolios typically complement client’s income tax, CGT, IHT, and corporation tax strategies, blending high-quality global equities, bonds, and diversifying alternative investments. Banking and lending services are also available to complement the investment proposition.

With a degree in Money, Banking and Finance, Nick began his career in business valuation at KPMG before moving into investment management. Over the past 19 years, he has held investment management roles at Morgan Stanley Quilter, HSBC Asset Management, and Investec, before joining Rathbones with his team in 2022. A Chartered Fellow of the CISI, Nick completed the Diploma in Wealth Management with a Distinction in Fund Management and receiving the National Award for Excellence in Private Client Investment Management. Most of his clients — many spanning three firms — are now friends, reflecting his priority on building long-term relationships, where he helps clients have financial peace of mind.

Camilla was appointed Chief Executive Officer, Wealth, Rathbones Group in June 2025, bringing over 30 years of experience in Wealth Management and Private Banking.  She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra-high net worth segments, both onshore and offshore.

Camilla has held a series of senior leadership roles at Coutts & Co, including Head of International and Private Office, Head of Wealth and Investment Management, and most recently, Managing Director, Head of Private and Commercial Client Coverage. She led the Coutts coverage business through a period of significant growth and transformation, with a strong focus on client service excellence, technology-driven change, and cultural leadership. 

She has deep expertise in wealth management, private client advice, regulatory compliance, and strategic transformation, built over her career with Coutts, Schroders and Lloyds Private Bank. Camilla is a Board member of PIMFA, the UK’s trade association for wealth management, investment services, and financial advice; as well as a member of the Advisory Board for Women in Banking & Finance

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years.

Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.

Niall graduated from Heriot Watt University, Edinburgh with an MA in Finance & Business Law in 2015, before relocating to London to begin his career in Financial Services. Returning to Belfast in 2017, Niall completed his Diploma in Regulated Financial Planning via the CII in 2019 and is currently working towards Chartered Financial Planner status via the CISI. 

Niall joined the Financial Planning Team at Rathbones in December 2024. In his spare time, he enjoys travelling and socialising with friends & family. He is also a keen sailor, having previously competed in the Clipper Round the World Yacht Race.

Marc specialises in providing wealth management advice to high net worth and ultra-high net worth clients, previously specialising in entrepreneurs and business owners. Marc works closely with clients’ existing advisers to ensure any wealth management solutions are suitable for the very long term and believes that good advice should be simple, and work across generations. As such, Marc advises clients throughout their life; during business growth, pre and post any exit and during the transfer of wealth to future generations and charity.

Marc started his financial career in 2011 at Goldman Sachs in Sales & Trading management covering Equities and Equity Derivatives before moving to Barclays Private Bank. At Barclays, Marc worked in Sales Management and directly with clients, latterly running the Midlands Region for Barclays Private Bank. Marc was named Private Banker of the Year at the City Wealth Future Leaders awards in 2022 and is a Chartered Fellow of the Chartered Institute of Securities and Investment.

Marc joined Investec Wealth & Investment in 2023 with a focus on providing strategic wealth management to HNW clients and he works closely with Investec Bank to offer a full, universal banking service to clients.

Marcus joined Rathbones in Newcastle in 2024, and works as an Investment Director specialising in advising and managing portfolios for individuals and their families both in the north east and in London. 

Marcus graduated from Newcastle University in 2000 before moving to London to work for Brewin Dolphin, a position he held for 9 years. Marcus then moved to become a Client Advisor for UBS Wealth Management in London where he remained for 13 years, before relocating to take the Head of Office role at UBS in Newcastle. 

Marcus holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a CFA Charterholder.

Dianne joined Rathbones as office manager in November 2014 having worked at Barclays Wealth & Investment Management (formerly Gerrard Investment Management) for 14 years where she was an assistant vice president managing the office and the private banking executives.

Prior to that, Dianne worked at Armstrong Watson Accountants in Carlisle for over 10 years as office administration manager in the Investment Management division before moving to the North-East in 1998.

Gemma joined Rathbones as Head of Charities Distribution in February 2025.

She was previously Co-Head of Global Social Impact at BlackRock and Co-President of The BlackRock Foundation where she led on strategic philanthropic partnerships in financial security and sustainability. Gemma was formerly Head of BlackRock’s dedicated Charities & Endowments Team, a leading institutional non-profit investment manager. Prior to joining BlackRock in 2016, she was a Partner at NewSmith Asset Management responsible for marketing and business development. She started her career as an Analyst at Merrill Lynch Investment Managers.

Gemma holds an MA degree in Geography from St Catharine’s College, Cambridge. She has been a Trustee of The Girls’ Network Charity, a school Community Governor and volunteers as a Funding Panellist with The Fore and Mentor with the King’s Trust.

John joined Rathbones in 2018 having previously worked as an investment research analyst in Singapore. He is an Investment Manager based in the Newcastle office, specialising in the management of private client, trust, offshore and pensions fund portfolios.

John holds the Chartered Institute of Securities and Investment (CISI) Chartered Wealth Manager qualification as well as the CFA UK Investment Management Certificate. He completed his master’s degree in Finance at Newcastle University in 2015 and graduated with distinction. He also holds a bachelor’s degree in Economics and English from the University of Liverpool.

As a Trainee Investment Manager, I work closely with our Investment Managers to support them in day-to-day management of portfolios for individuals, trusts, charities and pension funds. My role deals with all aspects of account management from account opening to liaising directly with clients and third parties. I have a real passion for investment management and focus on providing a high level of service to all our clients.