Bertie works alongside Freddie Bennett and Jessie Finelli providing personalised investment management services to individuals, their pensions and family trusts. Prior to this he managed a team in the Investment Risk department having joined Rathbones in 2018.

Bertie graduated from Oxford Brookes University with a degree in Business and Geography. He is a member of the Chartered Institute for Securities and Investments (CISI) and holds the Investment Advice Diploma (IAD) and Level 7 Chartered Wealth Manager qualifications.

Rupert joined Rathbones in 2021 as an investment manager, having started his career with WH Ireland in 2010. He specialises in the management of bespoke private client, pension, trust, charitable and institutional portfolios.

Rupert graduated from the University of Bristol with a degree in Economics, is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the designation Chartered Wealth Manager, following completion of the level 7 Chartered Wealth Manager qualification. He is also a member of the Guild of Investment Managers.

Rupert was named as one of Citywire’s Top 100 Wealth Managers in 2019.

James joined Rathbones in November 2021 as an investment manager. He joined the industry in 2014 and previously worked at Smith & Williamson. He is a Chartered Wealth Manager as well as CFA chartership holder. James is experienced in dealing with private clients, trusts and charites.

James has previous experience working as a research analyst, specialising on Transport and Media companies as well as UK collectives. Prior to his career he studied Economics at the University of Nottingham, achieving a first class degree.

Isabella joined Rathbones in 2021 from Connor Broadley, a boutique wealth manager, where she looked after private client portfolios and the company’s AIM Portfolio Fund.

After graduating from the University of Bristol in 2007, Isabella began working in the City as an analyst before going on to spend just under 10 years with JM Finn, where she both managed private client portfolios and was a Fund Manager on the JM Finn Global Opportunities Fund.

Isabella is a Chartered Member of the CISI (Chartered Institute for Securities and Investment) and sits on the Rathbones Thematic Research Committee on climate change.

Andrew works closely with Tony Smith and Graeme Dickie in Glasgow, providing investment management services to private individuals, pensions, and trusts. He completed an undergraduate degree at Glasgow Caledonian University in Finance, Investment and Risk. After obtaining a 2:1, he went on to complete a Master’s degree in Investment Fund Management, achieving a Merit from the University of Glasgow.

Andrew joined Speirs & Jeffrey in 2018 on their graduate scheme before Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

He has achieved the CISI Level 4 Diploma in Investment Advice as well as the CISI level 7 Diploma in Wealth Management and is now a member of the Chartered Institute.

Joel joined Greenbank in August 2020 and is an assistant investment manager. He was awarded the CISI’s Masters level Chartered Wealth Manager qualification in December 2021. Joel began his career at BDO LLP, where he spent four years as an auditor. He qualified as an ICAEW ACA Chartered Accountant in September 2019. Prior to this, he read History at Durham University, graduating in 2016.

Charlie is an investment manager, graduating from Bristol University in 2005 with an honours degree in Politics.

He joined Rathbones in February 2020 and works with Simon Parker, managing investments for a range of private client portfolios, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 15 years.

Charlie is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgia joined Rathbones in May 2021 as a client service executive in London supporting Rupert Baron, Charles Sargent, Thomas Weston-Davies and Elizabeth Hart. Prior to joining Rathbones, she was at Quilter Cheviot as an investment administrator working with Private Clients.

Georgia began her career in 2013 and has over eight years of financial services experience.

Francesca is a assistant investment manager supporting James Blosse-Lynch and David Parsons in managing investment portfolios for private clients, pensions and trusts. She holds the Investment Management Certificate (IMC) and is currently working towards the Chartered Financial Analyst (CFA) Program, having successfully completed CFA Level 1.

Prior to joining Rathbones in 2019, Francesca worked at Quantum Advisory LLP as an Investment Analyst, assisting Investment Consultants in the management of pension scheme portfolios. Francesca graduated from Cardiff University in 2017 where she achieved a first class honours degree in Business Management (BSc).

James is an Investment Manager at Rathbones, working alongside Elliot Bancroft and Olivia Marlow in the running of their client portfolios. Prior to joining Rathbones in 2021, James spent three years as an analyst for the multi-family office Artorius Wealth, working with ultra-high-net-worth individuals and families.

James graduated from the University of Bristol in 2018 with a first-class degree in Politics and International Relations. He is a CFA charterholder and has attained the Investment Management Certificate (IMC). James is also a trustee of the Royal Opera House Benevolent Fund.