Glen is an investment director managing discretionary portfolios for family clients, private individuals, their self-invested personal pension (SIPP) and small charities. Glen is a Fellow of the Chartered Institute for securities and Investments and has 30 years experience of working within the investment management industry. He became part of Neilson Cobbold in 1991 which was then acquired by Rathbones in 1996.

As well as the day to day management of clients portfolios, Glen sits on the Investment Committee covering collectives and is closely involved with the strategic development of the Group’s IT systems and technological support of its investment management operations.

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

Gary is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010.

Gary started his career at Coutts before moving to Granville Investment Management where he worked for a number of years alongside two investment directors. He joined Rathbones in 1996 as a settlement manager and was promoted to help run the middle office in 1998.

Edward is an investment director and a Chartered Member of the Institute for Securities and Investment. He specialises in managing portfolios for private individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years and was responsible for managing over £200 million of client assets.

David joined the Kendal office of Rathbones in 2001, having spent over 10 years completing his training and managing high net worth clients for Coutts in London.

David was awarded the Securities Institute Diploma and is a Fellow of the Chartered Institute for Securities and Investment. On an ongoing basis, David continues to receive his annual Statement of Professional Standing from the Institute.

Based in the Kendal office, David manages a range of private client, trust, pension and charity portfolios. In addition, he is a part of the Rathbones Procedures Committee which meets regularly to discuss and review internal processes, and is responsible for coordinating the Rathbones Financial Adviser Specialist Group within the North region.

David is an investment director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities. 

He joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a first class honours degree in Economics and Finance. 

He is a CFA charterholder and is a Chartered Member of the Chartered Institute for Securities and Investment (CISI). He sits on the Diversifiers Committee and has a particular interest in behavioural finance and disruptive technology.

David is a keen sportsperson and enjoys travelling in the UK and abroad.

David is an investment manager who jointly manages private client, trust and charity portfolios with Nick Fisher and Christopher James having joined Rathbones in 2001 following the takeover of JP Morgan Chase Fleming. He previously worked with Nick at Flemings and prior to that in Lloyd’s insurance market dealing with members of Lloyd’s. David is a Fellow of the Chartered Securities and Investment Institute.

David joined the professional funds department of Simon & Coates (S&C) Private Clients division in 1984. S&C was taken over by Chase Manhattan at the time of Big Bang in 1986 and when Chase exited securities in 1989, the professional funds team joined Tilney. In 2007 Tilney was sold to Deutsche Bank (DB) and David and his immediate colleagues eventually transferred to Rathbones in June 2014.

David acts as relationship and fund manager to approximately 100 clients and also formulates the investments strategies for the entire team that transferred from DB via the management of four model portfolios.

David began his career in 1996 as an assistant investment manager at Fleming Private Asset Management prior to a takeover by JPMorgan. He moved to Rathbones in March 2001 before teaming up with Randolph Churchill in February 2003 as an investment manager.

David graduated with a 2.1 in Business Studies from the Business School at Kingston University in 1995. He then completed the Investment Advice Certificate and subsequently the Securities Institute Diploma in 2001 and is a Fellow of the Chartered Institute for Securities and Investment.

David is an investment director, responsible for the day to day investment management of a number of private client and family trust portfolios within a significant team at Rathbones.

Clive is an investment director with 35 years’ experience in private client fund management. He has been actively involved in the management of portfolios for larger complex family structures, including the management of bespoke family funds.

Clive is a member of the Rathbone Investment Management Investment Executive Committee. He is also on Rathbones' committees for Strategic Asset Allocation and UK and International Stock Selection. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree from London University. Prior to his career in the financial services, Clive served in the regular army as a commissioned officer with the Royal Regiment of Fusiliers.

Clive joined Rathbones in 2000, prior to which he spent 15 years at Kleinwort Benson as a wealth manager. Throughout this period, he was also actively involved in the research and stock selection process, was deputy chief investment officer and in his earlier years was research manager for the oil, gas, utility and pharmaceutical sectors.