James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

James was one of the founding members of the Rathbones Newcastle office when it opened in the city in 2013.  Prior to that he was a Director at UBS Wealth Management. He has 22 years investment industry experience and specialises in the management of private client, trust, offshore and pension fund portfolios.

James graduated in Law from Newcastle University in 1998, holds the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI.  James currently sits on the Appeals Committee of St Oswald’s Hospice charity and is a former trustee of the Great North Air Ambulance Service.

James' 20 plus year career at Rathbones means James and his team of five are experienced and able to provide long term consistency. He focuses on portfolio management for private clients, families, trusts, estates, pensions and charities - alongside and supporting client advisors as appropriate.

James is a Chartered Fellow of the Chartered Institute for Securities and Investment. He is also a Chartered Wealth Manager and has the Securities Institute Diploma (Private Client Portfolio Management, Interpretation of Financial Statements & Fund Management). He is a Bachelor of the Arts (Hons) in Economic & Social History: and a Master of Science (Wales) in Environmental Forestry.

Citywire places James in the Top 20 Wealth Managers in Liverpool, citing expertise and longevity 2011/12. James is also listed in the Citywire Top 100 of the most regarded and influential people in the UK for private client investment fund selection in 2013/14, 2014/15, 2019/20 and 2021/22.

James Goodhew joined the Private Client department of Rathbones in 2004 as a graduate trainee and is now an Investment Director responsible for over £500m of client portfolios.

James is a Member of the Chartered Institute for Securities and Investment, won the Wealth Management Association award for achieving a top Distinction in the Private Client Diploma Examination in 2006, was named one of PAM’s ‘Top 40 under 40’ in 2022 and most recently featured in the Spear’s Wealth Management top high net worth advisors in 2024.

James is a member of the Diversifiers Research Committee at Rathbones. He has also sat on the Chartered Institute for Securities and Investment Review Panel.

James was one of the founding members of the Rathbones Newcastle office when it opened in 2013. Prior to that he was a Director at UBS Wealth Management. He has 26 years investment industry experience and specialises in the management of charities, pension funds and trust portfolios. He sits on the Rathbones Collectives Committee with responsibility for research and selection of global equities funds for the group. James holds a master’s degree from University of Northumbria, the Chartered Institute of Securities and Investment (CISI) Diploma and is a Chartered Fellow of the CISI. He is a trustee of The Rothley Trust, a charity which supports grant-making in the North-East of England and is a former vice-chair of Tyne & Wear Archives and Museums Development Trust.

James is an investment director, graduating from the University of Warwick in 2002 with a BSc (Hons) in Maths and Philosophy. He subsequently worked for Friends Provident before joining Rathbones in 2003, working for the Unit Trust division.

James subsequently joined the private client business of Rathbones in 2007 and now manages portfolios for high-net-worth individuals, charities, personal pension schemes, offshore bonds and family trusts. He also spent over ten years sitting on the Rathbone UK Stock Selection Committee.

James has passed the Investment Management Certificate and is also a CFA (Chartered Financial Analyst) charterholder.

James is an investment director. He specialises in private client portfolio management, associated trusts and self-invested pensions schemes as well as charities.

James started his investment career in 1985 with Sheppards and Chase, joining Rathbones in 1993. James is a member of the Chartered Institute for Securities and Investment.

Ivan began his investment management career in 1996 with Hargreave Hale, joining Rathbones from Gerrard Investment Management in 2005.

Having graduated in 1996 with honours in Politics, Economics and Law from the University of Buckingham he has gained the Chartered Institute for Securities and Investment Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Ivan is head of specialist tax portfolio service, responsible for Rathbones’ specialist tax portfolios which incorporate AIM quoted inheritance tax and enterprise investment scheme strategies.

Ian is an investment director, managing a variety of investment portfolios. Ian graduated in 2000 from Southampton Business School with an honours degree in Business Studies and is now a Chartered Financial Analyst and a member of the CFA Institute.

Ian started his career as a trainee portfolio manager with HSBC in 2000. Ian spent nine years working in the Private Client department managing portfolios for private clients, personal pension funds, trusts and charities. Ian joined Rathbones in 2009.

Graham is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.
Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.