Jodie joined Rathbones in Jersey in 2020 before moving to the London office in October 2022. She manages discretionary portfolios for private clients, offshore trusts, pensions and charities. She began her career in 2016 at RBS International where she worked in institutional FX sales in the Markets division of the bank. Jodie graduated with a 2.1 BSc Honours degree in International Finance from the University of Buckingham and has passed the Level I of the Chartered Financial Analyst (CFA) exams. 

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a member of the Rathbones UK and Private Equity Investment Committee.

He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved the Level 7 Chartered Wealth Manager qualification. Adam is also currently studying for the CFA qualification.

Bill joined Rathbones in April 2020 as Client Development Director in the Aberdeen office. He Is responsible for client development activities across the North East of Scotland.

Before joining Rathbones, Bill spent over 20 years with Aberdeen Asset Management in a number of client relationship roles. Prior to that, he spent 10 years with Mitsubishi Finance Int’l in London managing institutional equity portfolios.

Scott is an investment director with over 20 years’ industry experience. He joined Rathbones in June 2021 from Brooks Macdonald Asset Management where he spent eleven years and served as both Head of AIM and Head of Direct Equities. A graduate of Heriot Watt University, Scott is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holder of the Investment Management Certificate (IMC). Scott manages a variety of private client mandates but specialises in tax efficient AIM portfolios.

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Guy is an investment director with over 20 years’ industry experience of managing investments for a wide range of private clients, trusts, charities and corporate entities.

Having worked in London since the 1990s, Guy returned to Scotland in 2008 to help establish HSBC’s private banking operation in the country before going on to head up the Scottish Lloyds Mayfair Private Banking team. He joined Rathbones in January 2021, having been an investment director at Tcam Asset Management until 7IM acquired the business in 2018.

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

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.

Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Outside of work, Ian enjoys spending time with his family and two cats whilst watching a copious amount of films and the NFL (when it’s in season).

Julian is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment with 25 years’ investment management experience. He specialises in managing investments for private clients, trusts, charities, corporates, personal pension funds and the clients of financial advisers. 

Prior to joining Rathbones, Julian spent 12 years as a divisional director at Brewin Dolphin, where he co-managed a large team alongside Investment Manager, Elliot Greenwood. He was also a member of the group’s Asset Allocation Committee, which helped steer company investment policy. While at Brown Shipley he was personally responsible for looking after £100m of high net worth overseas clients, investing directly into global equities, bonds and hedge funds. 

Julian re-joined his long-standing colleagues at Rathbones in February 2021 to take up the position as the team’s senior investment director. He also sits on a number of client reporting & proposition committees.

Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon. 

She is currently studying towards the CISI Investment Advice Diploma.

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.