Jaclyn began her investment career at Rathbones in 2004 and has worked in a smaller companies investment team that covers AIM traded EIS and Business Relief investments since 2006. She has been awarded the Private Client Investment Advice Diploma, EIS Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Julie is an investment manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.

Julie joined Rathbones in July 2015 following nearly nine years with Brewin Dolphin and five and a half years with Aberdeen Asset Managers in trainee and investment manager roles.

As well as Julie’s CISI Diploma, her qualifications also include the Investment Management Certificate, Financial Planning Certificates 1, 2 and 3, and a Degree in Commerce.

James is an investment director, joining Rathbones from Barings where he was head of charities for nine years. He focused upon absolute return mandates and managed the Targeted Return Common Investment Fund, one of the fastest growing charity funds in recent years. James previously worked at Deutsche Asset Management, Lazard Brothers and Teather & Greenwood, all in charity investment roles. From 1988 to 1994 he served in the British Army.

James has an MA (First Class) in Modern History from Oxford University, has written numerous articles on absolute return in the charity press and is a regular speaker at charity events and investment conferences.

Mark has been the regional director since 2015, having joined Rathbones in 2001 to help open the Cambridge office. As well as being responsible for running and developing the Cambridge team, Mark has significant experience in managing private client, trust, offshore, pension fund and Charity portfolios. He has worked in the industry since his graduation in 1994.

Mark holds the CISI Diploma and has been a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) since 2000. He received the APCIMS Award for achieving the highest marks nationally that year in the Private Client Investment Advice and Management paper of the Diploma.

Mark has spent 10 years as a school governor and is now involved in the office charitable fundraising, as well as being a trustee for a local charity. Mark also spent 15 years coaching youth football and now enjoys cycling and running.

Peter is an Investment Director who joined Rathbones in 2014 from Adam Investment Management. He graduated from the University of St Andrews with a BSc Hons in Geography and went on to complete an MSc postgraduate degree in Property Investment and Management. Peter holds the CISI Chartered Wealth Manager qualification, the CFA Investment Management Certificate, and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Peter started his investment career at HSBC working in fund services before moving to Adam Investments in 2010, where he supported senior managers in the running of private client portfolios, company research and coverage of the UK equity market.

Peter specialises in the management of private client, charity, trust and pension portfolios, investing across all asset classes on behalf of clients.

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements.

Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team.  From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre.

Alastair is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities and Investment. He has a law degree from The University of Dundee as well as an MBA from the University of Strathclyde Graduate School of Business.
 
He joined James Finlay Investment Management in 1987 where he worked as an investment manager until the company was acquired by Brewin Dolphin in 1996 where he served as a divisional director until joining Rathbones in 2015. 
 
Alastair has over 25 years of experience in private client investment management. He grew up in England but was educated in Scotland and works across the UK with a diverse client base specialising in the management of family wealth. He has long experience in collectives management as well as direct equity and bond market investment.
 
He is a trustee of the Scottish Cot Death Trust.

Angus joined Rathbones Investment Management as Regional Director for the Glasgow office in May 2015 and became Head of Scotland, at Rathbones, in June 2021. Angus has over 25 years’ experience in the wealth management sector, attending to the needs of individuals, trusts, charities, and pension schemes.

Angus is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments. In satisfying his clients financial requirements he draws drawing upon his extensive private client investment management experience having worked exclusively in this specialist area for Greig Middleton, Murray Johnstone, Aberdeen Asset management and Brewin Dolphin. He is involved personally in several charitable and personal trusts and believes that exceptional client service develops long and lasting relationships.

Angus is married with 3 daughters and enjoys being their taxi service, walking his dog, Pepper, and every now and then hitting a golf ball.

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.

Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification.  She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).

Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.

In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.