Christopher Swan

Investment director

Christopher Swan

Investment director

Winchester

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

He is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and won the FT Extel Prize awarded by the Institute for its diploma examinations in 1996/97. After graduating from Cambridge University, he trained with Smith & Williamson Securities and Wise Speke Limited before joining Rathbones Group in 1997.   

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

He is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and won the FT Extel Prize awarded by the Institute for its diploma examinations in 1996/97. After graduating from Cambridge University, he trained with Smith & Williamson Securities and Wise Speke Limited before joining Rathbones Group in 1997.   

Christopher James

Investment director

Christopher James

Investment director

London

Christopher is an investment director graduating from Edinburgh University in 1987. He has worked in private client investment management for over 16 years, beginning his career with Foster and Braithwaite before moving to Flemings. Christopher joined Rathbones in 2001. He is a Fellow of the Chartered Institute for Securities and Investment.

Christopher is an investment director graduating from Edinburgh University in 1987. He has worked in private client investment management for over 16 years, beginning his career with Foster and Braithwaite before moving to Flemings. Christopher joined Rathbones in 2001. He is a Fellow of the Chartered Institute for Securities and Investment.

Christopher Buxton

Investment director

Christopher Buxton

Investment director

London

Christopher joined Rathbones in 2012. He manages discretionary investment portfolios for charities, trusts and private individuals as well as for family office arrangements. Christopher is a member of the Rathbones’ International Stock Selection Committee.  

Prior to joining Rathbones, Christopher worked at Taylor Young Investment Management Ltd where he was a senior investment manager and manager of the Growth & Income Fund. 

 

Christopher joined Rathbones in 2012. He manages discretionary investment portfolios for charities, trusts and private individuals as well as for family office arrangements. Christopher is a member of the Rathbones’ International Stock Selection Committee.  

Prior to joining Rathbones, Christopher worked at Taylor Young Investment Management Ltd where he was a senior investment manager and manager of the Growth & Income Fund. 

 

Charles Wilcox

Investment director

Charles Wilcox

Investment director

London

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charles Sargent

Investment director

Charles Sargent

Investment director

London

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.

Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Charles joined Rathbones in 2007 from Hargreave Hale where he worked as a stockbroker. Prior to this he worked as a freelance producer of factual entertainment and documentaries in the television industry.

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.

Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Charles joined Rathbones in 2007 from Hargreave Hale where he worked as a stockbroker. Prior to this he worked as a freelance producer of factual entertainment and documentaries in the television industry.

Amos Nelson

Investment director

Amos Nelson

Investment director

Bristol

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

Alexandra Jackson

Fund manager

Alexandra Jackson

Fund manager

London

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Alex Turnbull

Investment director

Alex Turnbull

Investment director

London

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.
Alex is Chartered Fellow of the Securities Institute and holds the Securities Institute Diploma, having qualified in 1989. Prior to joining Rathbones in 2008, he spent 20 years at HSBC Global Asset Management (formerly James Capel) where he was responsible for developing and leading the successful Charity division.

Alex is an investment director, his main focus is in managing assets for the not for profit, pension and corporate sector with a bias towards structuring segregated asset portfolios. He has particular expertise in corporate debt and equities, and where possible has a preference for direct investment of these asset classes. He chairs the Charity Asset Allocation and Stock Committee and also sits on the UK Equity and Fixed Income Committee for the Investment Management division of Rathbones.
Alex is Chartered Fellow of the Securities Institute and holds the Securities Institute Diploma, having qualified in 1989. Prior to joining Rathbones in 2008, he spent 20 years at HSBC Global Asset Management (formerly James Capel) where he was responsible for developing and leading the successful Charity division.

Andrew Dawson Paul

Investment director

Andrew Dawson Paul

Investment director

London

Andrew is an investment director with over 25 years’ experience of managing discretionary investment portfolios for private individuals, their pensions and family trust structures. He also manages investments for charities including a City Livery Company.

After graduating from Durham University, Andrew joined the City stockbroking firm of Laurence Keen and qualified as a Chartered Fellow of the Chartered Institute for Securities & Investment. Laurence Keen was acquired by Rathbones in 1998.

Andrew is an investment director with over 25 years’ experience of managing discretionary investment portfolios for private individuals, their pensions and family trust structures. He also manages investments for charities including a City Livery Company.

After graduating from Durham University, Andrew joined the City stockbroking firm of Laurence Keen and qualified as a Chartered Fellow of the Chartered Institute for Securities & Investment. Laurence Keen was acquired by Rathbones in 1998.

Adrian Maxwell

Head of Charities, Liverpool

Adrian Maxwell

Head of Charities, Liverpool

Liverpool

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.

He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool.

He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

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