Matthew has worked as an investment manager since 2004. Having previously worked at Quilter & Co, he joined Rathbones’ Birmingham office to add to the team spearheading growth in the Midlands and wider region. Matthew specialises in providing and managing bespoke investment solutions for SIPPs/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and friendly societies.

Matthew gained an honours degree in Economics from the University of Liverpool in 2002 and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Nolan manages portfolios for private clients, trusts, pensions, companies and charities. He is a graduate of the University of the West of England with a first class honours degree in Business Studies; and joined Rathbones in September 2001 – after three years in a similar role at Greig Middleton.

Nolan is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI); where he is also past president of the CISI Bristol, Bath & South Wales Branch Committee. Outside of work Nolan is a member of MENSA and supports various charities. 

Keith is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities.

He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.

Justin is an investment director and has a broad range of investment mandates including those for private clients, SIPPs, trusts, and local charities. Justin is a Chartered Fellow of the Chartered Institute for Securities and Investment, an Associate of the Chartered Institute of Bankers in Scotland and holds the Private Client Investment Advice and Management (PCIAM) which is a CISI Level 6 qualification.

Justin started his career in investment management in 1988 with Bank of Scotland, initially as a trainee investment manager. During his time with Bank of Scotland he was also responsible for developing and marketing the service. He joined Rathbones' Edinburgh office in 2010 following the acquisition of the Bank of Scotland business from Lloyds. 

Simon is a regional director and the head of office for Edinburgh. He has managed investments for private individuals, trusts, pension funds and charities for 17 years and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Simon began his investment career with Albert E. Sharp in 2001. After completing his training, he moved back north of the border to work at Brewin Dolphin in Edinburgh, before joining Rathbones in 2006. Simon looks after some £525m of client funds and chairs the Groups Self Invested Personal Pension Committee. The other investment directors on his team are John Gunn, Evangelos Assimakos and Keith Mackenzie. They are supported by client service executive Sarah Masterton-Hale. 

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Stephen is deputy regional manager of the Edinburgh office.  He specialises in the management of investments for private clients, trusts, and personal pension funds.

Prior to joining Rathbones, he spent 15 years with Cornelian Asset Managers where he contributed to the early development of this smaller independent firm.  He trained with ABN AMRO Asset Management where he joined as a graduate from the University of Edinburgh in 1996. 

He has long experience of working with financial advisers and works with the Rathbones IFA Investment Committee as well as chairing the Edinburgh Investment Committee. He is also interested in investment technology and systems and sits on the Front Office IT Committee. 

Stephen is an Associate of the Society of Investment Professionals and a member of the Chartered Institute for Securities and Investment.

Jeremy is an investment director, holding a BA Hons degree in Accountancy and Finance from Humberside University and is a Fellow of the Chartered Institute for Securities and Investment.

Jeremy joined Rathbones in November 2010 after managing private client portfolios at Williams de Broe in Bournemouth. He began his career at Walker Crips Weddle Beck in the summer of 1987 and has worked at Cazenove, Laing & Cruickshank and for the last 13 years at Williams de Broe on the South Coast.

Jason manages discretionary investment accounts in several forms, including those for individuals, charities, trusts, pensions, and corporate vehicles.

He is a Chartered Fellow of the Chartered Institute for Securities & Investment, where he is also a committee member on the Institute’s Bristol & Bath Regional Panel.

At Rathbones, he sits on the committee that deal with the US regulation He is also registered as an investment manager with the SEC, in the USA and is experienced in investing for clients with tax liabilities in that country.

Jason started his city career at Killik & Co Stockbrokers in 1994, after seven years in the British Army as a Light Dragoon. He moved to Ely Fund Managers in 1998 and then joined Rathbones in 2006.

Outside of Rathbones, Jason takes an active role in charitable work. He is the Chairman of Bath Recreation Ltd; a charity in the Georgian City of Bath, responsible for providing sports facilities and recreation for the local people. He has recently finished as a trustee at Wiltshire Community Foundation, after nine years of service and is a trustee of the Gunmakers’ Company Charitable Trust where he is also a Liveryman. He is also a Freeman of the Guild of Investment Managers.

Sports wise, he is a keen rugby supporter, fly fisherman and field sports enthusiast. In good weather he can also be found riding classic motorcycles, of which he has a few.

James is an investment manager with experience managing a variety of bespoke portfolios for private clients, including SIPPs, charities, offshore bonds and discretionary trusts.

James completed the CFA Program in June 2010, having previously obtained the SII Diploma. He is a member of both the CFA Institute and CISI. He also holds a masters in Mathematics from the University of Warwick.

James moved to Rathbones in May 2010 having previously been an assistant vice president at Deutsche Bank Private Wealth Management, formerly Tilney Investment Management. He has been in the industry since his graduation in 2005.