Get in touch with us
Contact Alfie on
020 7399 0847
Alfie is an Investment Sales Consultant and is a key point of contact for IFAs, brokers and DFM clients. He works alongside Neil Kerry, responsible for the North.
Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years, before spending a year at Franklin Templeton on the Sales desk.
Alfie holds a BA (Hons) Politics degree from the University of Leeds.
Contact Andrew on
07795 390 635
Andy is an Associate Sales Director at Rathbones, responsible for the East. He joined Rathbones in September 2014, having spent over 2 years as a Senior Client Relationship Manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.
Contact Arron on
Arron is the Associate Sales Director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over 3 years as a Regional Sales Manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Contact Ben on
07825 122 241
Ben is the Head of Regional Sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a Regional Sales Director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.
Contact Brian on
07795 828 800
Brian is Associate Sales Director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the Financial Adviser community as well as Discretionary Fund Managers. He joined Rathbones in March 2016, having spent 3 years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.
Contact Chris on
020 7399 0261
Chris’s career started in retail banking, where he spent 4 years with Barclays. Chris joined Rathbones in April 2018, bringing over 5 years experience in different corners of the market, including pensions, wealth management and alternative investments. working with Independent and restricted financial advisers. Chris specialises in developing relationships with national firms, networks and strategic partnerships.
Contact Gail on
020 7399 0191
Gail is the Platform Relationship Manager for the funds business. Within Rathbones, Gail works with the sales and operations teams and is primarily responsible for managing platform relationships and the on-boarding of the fund range, ensuring legal agreements and terms align.
Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.
Contact Greg on
020 7399 0059
Greg is Head of Sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms.
Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was Director of Advisory Sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.
Helen van Heesewijk
Contact Helen on
020 7399 0190
Helen is an Associate Sales Director, responsible for discretionary and institutional sales in London.
She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.
Contact Huw on
0207 319 5582
Huw is an Investment Sales Consultant and is a key point of contact for IFAs, brokers and DFM clients. He works alongside Neil Kerry, responsible for the North.
Prior to joining Rathbones, Huw began his career at Northern Trust, working within Transfer Agency. Huw then moved on to Allfunds Bank in an Account Management capacity, managing the on-boarding of new clients and day to day operations for Allfunds institutional client base.
Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.
Contact Jake on 07880140481
Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years and national BDM at Coram Asset Management for a further 2 years.
Contact Julian on
020 7399 0014
Julian is an Investment Sales Executive, working on developing relationships with IFA’s. He specialises in discretionary fund management and multi-asset investment solutions for the intermediary market.
He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.
Julian holds an LLB (Hons.) Law degree from Lancaster University.
Contact Luciano on
0778 048 5682
Luciano is a DFM Specialist at Rathbones, responsible for developing IFA relationships across Scotland and Northern Ireland and specialising in discretionary fund management and multi-asset investment solutions. He joined Rathbones in January 2020, having spent the previous 4 years as a BDM with 7iM. Luciano brings 20 years of sales experience, with a 15 year career with Scottish Widows, prior to joining 7iM, in a variety of BDM roles within their intermediary sales division.
Contact Michael on
020 7399 0823
Michael is an Investment Sales Consultant for Scotland, Northern Ireland and London working alongside Brian McLauglin; and is responsible for growing the Rathbone footprint in the area via deeper relationships with the Financial Adviser community as well as Discretionary Fund Managers. Michael joined Rathbones in October 2016, having spent 2 years with Octopus Investments
Contact Nicholas on
020 7399 0215
Nicholas is an Associate Director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.
Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.
Nicholas holds a BSc (hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.
Contact Neil on
07766 161 960
Neil is an Associate Sales Director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years experience in sales.
Peter is a DFM Specialist at Rathbones, responsible for the East of England. He joined Rathbones in June 2020, having spent over 4 years as a Business Development Manager with City Asset Management, and six years with Sanlam. Peter brings over 25 years of experience in intermediary focused roles.
Contact Polly on
020 7319 5583
Polly is our Strategic Partnership Manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly. She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nano-technology, employee health services and travel management.
Rosie is an investment sales executive, working on developing relationships with the third-party market, including fund platforms, wraps, and life companies, as well as the underlying IFA community, which now increasingly rely on these platforms. Her focus is on the South.
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.
Contact Victoria on
020 7399 0819
Victoria is Head of Desk. She works alongside Greg Mullins and Ben Johnson to support the Investment Sales Team engage with the IFA community.
Victoria joined Rathbones in April 2001 from Deutsche Bank, where she worked as an assistant for the investment banking team.
She holds the Investment Management Certificate.
Bryn is the Head of Fixed Income for Rathbones, and is lead manager on the Rathbone Ethical Bond Fund, the Rathbone Strategic Bond Fund and manager of institutional mandates. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.
Bryn is a member of the Rathbone Strategic Asset Allocation Committee, Non-Executive Chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbone Banking Committee. He is a WMA representative for the HMT DMO’s (Her Majesty’s Treasury - Debt Management Office) Gilt market consultation process. He has been a guest speaker at the Euromoney Bond Conference in London, and at the Euromoney Bank Capital Conference in Amsterdam. Bryn appears regularly on CNBC and Bloomberg TV. He also sits on the IA Fixed Income Committee.
Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995. Bryn’s Rathbone Ethical Bond Fund was awarded Best Sterling Corporate Bond Fund at the Morningstar UK Fund Awards 2014; Best SRI Bond Fund at the Money Observer 2015 Fund Awards; the Rathbone Ethical Bond Fund is also a top performer in the Bond Pound Sterling – Corporates sector over 3 and 5 years in the UK (Lipper Fund Award 2015) and was ‘Highly Commended’ at the 2015 Moneywise Awards. In 2018 the Ethical bond fund won the prestigious Judge’s Choice fixed Income fund award at the Investment Week awards. His Rathbone Strategic Bond fund was voted best Multi-Asset Fixed Income Strategy at the Investment Week Specialist Investment Awards 2015.
Carl plays a key role in the development of Rathbones’ investment process and business strategy. He is also the manager of the Rathbone Income Fund, which he has been managing since January 2000.
After Rathbones acquired Neilson Cobbold in 1996, Carl transferred to London in August 1998, where he became an assistant fund manager for the unit trust business, working alongside Hugh Priestley. Carl graduated from the University of Southampton in 1991 with a BA Honours degree in English Literature. He is also I.I.M.R.-qualified and a Fellow of the Securities Institute.
James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 17 years and it is one of the top performing funds in the IA Global sector.
James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business.
James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20-year career.
David is head of the team that is responsible for managing the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi asset funds and segregated mandates. He began his career with Hambros Bank in 1984.
Elizabeth joined Rathbones in January 2005, after graduating from the University of Oxford (Lady Margaret Hall). She holds an MA in Mathematical Sciences. Having worked for many years as a quantitative analyst, fundamental analyst and latterly as a fund manager, Liz has been promoted to the role of Investment Risk Director for Rathbone Unit Trust Management .
She profiles risk across the funds, including areas such as liquidity, investment risk and data analysis, and is charged with ensuring the integrity of information that is provided to clients, institutions and the fund managers themselves. She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) Charterholder
Alan Dobbie joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones. He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charter-holder.
Sammy is lead manager of an institutional global equity fund managed by Rathbones since November 2018; he is also assistant fund manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients.
Sammy is a graduate of both Edinburgh and Cambridge University where he completed an MA in 2001.
Alexandra is the manager of the Rathbone UK Opportunities Fund. Previously she was co-manager of the Rathbone Recovery Fund, appointed in June 2014, and has spent nearly 15 years with Rathbones.
Alexandra joined Rathbone Unit Trust Management in 2007 as an equity analyst, and then became assistant fund manager on the Rathbone Global Opportunities Fund.
Alexandra is a CFA (Chartered Financial Analyst) charter-holder and holds the Investment Management Certificate. She has a BA (Hons) in Economics from the University of Durham.
Noelle manages the High Quality Bond Fund. She works closely with Bryn Jones and also assists in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. Noelle joined Rathbones in July 2011 and was made manager in October 2018. Before this, she spent some time as a financial analyst for the Bank of France in Paris and five months in Cambodia, where she undertook due diligence on the Cambodian banking sector for the French Embassy.
Noelle has achieved two master’s degrees with distinction in 2010, from the University of Montesquieu in Bordeaux - a Magistere of International Finance, and a Master’s in Banking, Finance and Financial Assets Trading. Noelle is a CFA (Chartered Financial Analyst) charter-holder. She was named in the 2016 Citywire Top 30 Under 30 investment management awards.
David joined Rathbones in June 2014 and is the lead fund manager of the Rathbone Greenbank Global Sustainability Fund. He has more than 20 years’ experience in equity analysis and fund management, including positions at Hermes and Goldman Sachs. David holds the Investment Management Certificate and a BSc (Hons) in Economics and Politics from the University of Southampton. He is a CFA charter-holder.
Kate works within the team as an investment analyst. She joined Rathbones in September 2012, having worked as a senior analyst at UBS. Originally from Canada, Kate has over thirty years of investment experience, both as a fund manager and an analyst, focussing for much of that time on North American equities. A graduate of the University of Toronto, Kate holds the Securities and Investment Institute, Certificate of Securities and is a CFA (Chartered Financial Analyst) charter-holder.
Siyuan Lin is a global equity analyst with specific reference to Asian markets and works on sustainable investment ideas for the fund. She joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging market team. She holds the Investment Management Certificate and is a CFA (Chartered Financial Analyst) charterholder.
Craig Brown is the Senior investment Specialist for the Rathbone Multi-Asset Portfolios and Managed Portfolio Service (MPS). Craig joined Rathbones in November 2018 and brings with him 15 years of Financial Services experience, including time with Barclays Wealth & Investment Management, and Citibank. Directly prior to joining Rathbones, Craig was a multi-asset portfolio manager at Beckett Asset Management, constructing a range of portfolios for discretionary clients. He is a Chartered Member of the Chartered Institute for Securities and Investment.
Neil Smith is a research assistant, he works closely with David and the team to provide in-depth investment analysis with a focus on sustainable investment. He graduated from Plymouth University with a Bachelor of Science degree in law and politics. Neil has over eight years’ experience working for Rathbone Unit Trust Management. He holds the Investment Management Certificate.
Stuart works with Bryn Jones and Noelle Cazalis, assisting in the management of the Rathbone Ethical Bond Fund, the Rathbone Strategic Bond Fund and the Rathbone High Quality Bond Fund.
Stuart joined Rathbones in September 2017 and was made an Assistant Fund Manager in January 2020, then Fund Manager in January 2022. Previously, he gained three years industry experience at Brown Shipley.
He graduated from Bath University with a first-class Bachelor’s degree in Mathematics. He is a CFA charterholder and also holds the CISI Chartered Wealth Manager qualification, having won the CISI Financial Markets & CISI Chartered Wealth Manager Qualification awards at the annual CISI awards in 2016 & 2017 respectively. He was named in the 2018 Citywire Top 30 under 30 investment management awards.
Sarra is a credit Analyst who joined Rathbones in July 2015. She is responsible for providing in-depth credit analysis for the Fixed Income Committee and to investment managers at Rathbones. Sarra covers names from different sectors including financials and corporates but predominantly US banks and European corporates. Prior to joining Rathbones, Sarra completed a summer internship with Goldman Sachs in the Syndicated bank loan division within the operations department.
Sarra graduated from Birmingham University with a Bachelor of Business Management in 2015. She has also achieved a master’s degree in Banking and International Finance with Merit in 2016 from Cass Business School. Sarra holds the Investment Management Certificate and is currently a CFA level 1 candidate (Chartered Financial Analyst).
Elisa Bellantonio is a credit analyst and joined Rathbones in June 2018. Elisa is responsible for providing in depth credit analysis for the Rathbone Strategic Bond Fund, the Rathbone Ethical Bond Fund, the Fixed Income Committee and the investment managers in Rathbones.
Elisa has achieved a 2.1 master’s degree in Economics in 2012 from the Universita Degli Studi di Pavia and a postgraduate certificate in Financial Investments in 2014 from London School of Business and Finance.
Prior to join Rathbones Elisa gained a broad range of experiences working as Corporate Actions Analyst, Financial Analyst and OTC Data Analyst in international companies such as Fidelity Investments, FCA Bank and Bloomberg L.P.
Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. 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 CFA Charterholder.
Paul became chairman of Rathbone Unit Trust Management in May 2019. Prior to this, he was group finance director from 2008 to 2018 and managing director of Rathbone Investment Management from May 2018. He qualified as a chartered accountant with PriceWaterhouse in 1992. In 1999 he joined Old Mutual Plc as group financial controller, becoming director of finance in 2001 and finance director of Gerrard Limited eight months later. Two years after the sale of Gerrard in 2005 he left to work initially for Euroclear and, subsequently, as a divisional finance director of the Phoenix Group. He was formerly a non-executive director of the Financial Services Compensation Scheme.
Mike Webb is chief executive officer of Rathbone Unit Trust Management, joining in February 2010. With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development. Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the retail division of GT Global Asset Management and sales & marketing director of Prolific Financial Management.
Jacqueline has had a long and successful career at Standard Life, latterly as Head of UK Wholesale & Retail Business. She was then appointed Head of UK Distribution for the newly combined Aberdeen Standard Investments in 2017, where she held overall responsibility for institutional, wholesale and retail distribution, and clients, in addition to the company’s liquidity business. Jacqueline has also sat on a number of subsidiary boards, and is an Investment Funds Committee member for the Investment Association.
Michael has spent his career, spanning over 30 years, in investment management. Over that time he has managed money, and has been responsible for investment and distribution teams. In 2007, he was appointed Investment Director of Thames River Capital, Thames River Multi Capital and Nevsky Capital, where he oversaw investment teams, sales and marketing, and product development. He retired from this position in 2012. Michael is currently a Non-Executive Director of Fidelity Asian Values PLC, Carrington Investments and an adviser to Gresham House Asset Management. He was also formerly a Non-Executive Director of Alquity Investments and the Liontrust Panthera Fund Ltd.
Tom Carroll is chief investment officer of Rathbone Unit Trust Management, joining in March 2022. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.
Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners. He also qualified as a Chartered Accountant with Coopers & Lybrand (now PricewaterhouseCoopers).