Our People
Jenny Foster
Investment Sales Consultant, South of England
Jenny Foster
Investment Sales Consultant, South of England
Jenny is an Investment Sales Consultant for the Southern region, working alongside Arron Silk and Marie Lawrence. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the South of England.
Jenny has previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management.
Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.
Jenny is an Investment Sales Consultant for the Southern region, working alongside Arron Silk and Marie Lawrence. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the South of England.
Jenny has previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management.
Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.
Christie Goncalves
Assistant Portfolio Manager
Christie Goncalves
Assistant Portfolio Manager
London
Christie is the assistant portfolio manager in the fixed income team.
Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.
She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a CFA Charterholder and holds the Financial Risk Manager qualification.
Christie is the assistant portfolio manager in the fixed income team.
Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.
She has an honours degree in Investment Management from the University of Pretoria (cum laude), is a CFA Charterholder and holds the Financial Risk Manager qualification.
Hannah Kennedy
Portfolio Management Assistant
Hannah Kennedy
Portfolio Management Assistant
London
Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.
Hannah joined Rathbones in 2021 as a Portfolio Management Assistant for the Multi-Asset team, after graduating from Royal Holloway University of London with a first-class degree in Management with Accounting. During her studies and as part of her degree she undertook a 14-month placement, working as a Wealth Management Assistant at Ascot Wealth Management.
Keval Thakrar
Equity analyst
Keval Thakrar
Equity analyst
London
Keval Thakrar Joined Rathbones in July 2021 as an equity analyst for the Rathbones Income Fund. Keval’s primary focus involves fundamental analysis on existing holdings whilst screening for new opportunities. Keval Previously worked as a global investment analyst at the Kuwaiti Sovereign Wealth Fund. Keval is a CFA (Chartered Financial Analyst) charterholder.
Keval Thakrar Joined Rathbones in July 2021 as an equity analyst for the Rathbones Income Fund. Keval’s primary focus involves fundamental analysis on existing holdings whilst screening for new opportunities. Keval Previously worked as a global investment analyst at the Kuwaiti Sovereign Wealth Fund. Keval is a CFA (Chartered Financial Analyst) charterholder.
Michael Cumberlidge
Equity investment specialist
Michael Cumberlidge
Equity investment specialist
Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.
Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.
Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services. Prior to working for Rathbones Michael spent three years at Octopus Investments as a VCT specialist.
Michael holds the: IMC, IMD, CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.
Robbie Carr
Equity Analyst
Robbie Carr
Equity Analyst
Robbie is an equity analyst on the Rathbone UK Opportunities Fund. He joined us in October 2021, having previously worked at Mirabaud Asset Management as a UK equity fund analyst. Robbie is a Chartered Financial Analyst (CFA) charterholder as well as a chartered accountant and member of the Institute of Chartered Accountants of Scotland (ICAS), having started his career on the graduate programme at Ernst & Young. Robbie graduated from the University of Cambridge with a Master’s degree in Economics and also holds the Investment Management Certificate (IMC).
Outside of work, Robbie’s a sports fanatic, enjoying riverside runs, five-a-side football and tennis (when the weather permits). He keeps his mind sharp with intense one-minute games of chess. His Duolingo streak has left him with an enviable Spanish vocabulary, yet the inability to speak with any kind of proper accent. He looks back fondly on the ‘golden age’ of HBO television, counting The Wire and The Sopranos as his favourite series.
Robbie is an equity analyst on the Rathbone UK Opportunities Fund. He joined us in October 2021, having previously worked at Mirabaud Asset Management as a UK equity fund analyst. Robbie is a Chartered Financial Analyst (CFA) charterholder as well as a chartered accountant and member of the Institute of Chartered Accountants of Scotland (ICAS), having started his career on the graduate programme at Ernst & Young. Robbie graduated from the University of Cambridge with a Master’s degree in Economics and also holds the Investment Management Certificate (IMC).
Outside of work, Robbie’s a sports fanatic, enjoying riverside runs, five-a-side football and tennis (when the weather permits). He keeps his mind sharp with intense one-minute games of chess. His Duolingo streak has left him with an enviable Spanish vocabulary, yet the inability to speak with any kind of proper accent. He looks back fondly on the ‘golden age’ of HBO television, counting The Wire and The Sopranos as his favourite series.
Sally Hoang
Fixed Income Research Analyst – Multi-Asset
Sally Hoang
Fixed Income Research Analyst – Multi-Asset
London
Sally is the Fixed Income Research Analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she had experience working in Fixed Income and Private Wealth Management at Evans and Partners in Australia. Sally graduated from Monash University with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a CFA Level 3 candidate.
Sally is the Fixed Income Research Analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she had experience working in Fixed Income and Private Wealth Management at Evans and Partners in Australia. Sally graduated from Monash University with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a CFA Level 3 candidate.
Jayne Rogers
Executive Chair of Rathbones Asset Management and Group Chief Distribution Officer
Jayne Rogers
Executive Chair of Rathbones Asset Management and Group Chief Distribution Officer
Jayne Rogers is executive chair of Rathbones Asset Management Ltd (RAM) and Chief Distribution Officer of Rathbones Group. Jayne works closely with RAM’s chief executive Tom Carroll to oversee the growth of the funds and intermediary businesses, as well as developing and delivering a distribution strategy for the wealth management business. Jayne previously worked for Morgan Stanley Investment Management (MSIM), where she was latterly EMEA head of strategic initiatives. At MSIM she had oversight of strategy, regulation and governance. She chaired the Regulatory Committee and co-chaired the Operating Committee. She also led the integration of strategic mergers and acquisitions. Prior to this, Jayne was head of institutional business, Hong Kong and ASEAN for Robeco Asset Management where she built its institutional distribution across the region. She has also worked for KPMG Investment Advisory, as head of fund manager research, Mercer Investment Consulting, The Wellcome Trust and Adam & Company.
Jayne Rogers is executive chair of Rathbones Asset Management Ltd (RAM) and Chief Distribution Officer of Rathbones Group. Jayne works closely with RAM’s chief executive Tom Carroll to oversee the growth of the funds and intermediary businesses, as well as developing and delivering a distribution strategy for the wealth management business. Jayne previously worked for Morgan Stanley Investment Management (MSIM), where she was latterly EMEA head of strategic initiatives. At MSIM she had oversight of strategy, regulation and governance. She chaired the Regulatory Committee and co-chaired the Operating Committee. She also led the integration of strategic mergers and acquisitions. Prior to this, Jayne was head of institutional business, Hong Kong and ASEAN for Robeco Asset Management where she built its institutional distribution across the region. She has also worked for KPMG Investment Advisory, as head of fund manager research, Mercer Investment Consulting, The Wellcome Trust and Adam & Company.
Jacqueline Lowe
Non-executive director
Jacqueline Lowe
Non-executive director
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.
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 Warren
Non-executive director
Michael Warren
Non-executive director
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.
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
Chief executive officer - Rathbones Asset Management
Tom Carroll
Chief executive officer - Rathbones Asset Management
London
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. 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, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Tom is the CEO of Rathbones Asset Management, having joined us in March 2022 as chief investment officer. 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, which was then bought by Sanlam. Tom is also Chartered Accountant, having worked at Coopers & Lybrand (now PricewaterhouseCoopers).
Emma Renals
Chief operating officer - Rathbones Asset Management
Emma Renals
Chief operating officer - Rathbones Asset Management
Emma joined Rathbones in 2017 to build out Rathbones Asset Management's product capability covering UK and international fund and mandate structures, being appointed to head up the department in 2018 as Head of Product Management. Emma was promoted product director, taking a seat on the Rathbones Asset Management executive in 2019. In January 2021 she was appointed to the wider role of chief operating officer for Rathbones Asset Management, responsible for product, transformation and strategy.
Prior to joining Rathbones Emma was a financial consultant based in London and later New York, charged with delivering complex capital market projects in derivatives trading and corporate finance at UBS, Morgan Stanley, Deustche Bank and Credit Suisse.
Emma joined Rathbones in 2017 to build out Rathbones Asset Management's product capability covering UK and international fund and mandate structures, being appointed to head up the department in 2018 as Head of Product Management. Emma was promoted product director, taking a seat on the Rathbones Asset Management executive in 2019. In January 2021 she was appointed to the wider role of chief operating officer for Rathbones Asset Management, responsible for product, transformation and strategy.
Prior to joining Rathbones Emma was a financial consultant based in London and later New York, charged with delivering complex capital market projects in derivatives trading and corporate finance at UBS, Morgan Stanley, Deustche Bank and Credit Suisse.
Board of Directors
Garvan Rory Pieters
Independent director
Garvan Rory Pieters
Independent director
Garry Pieters is an ILA-certified, independent director with well over 30 years of experience in the field of finance and asset management. Early 2010 he joined The Directors' Office as a Partner and has several mandates as an independent director and/or conducting officer for a number of Luxembourg funds and management companies. He began his career (1982) in commodities, foreign exchange and money-markets trading at Commerzbank after which he became a portfolio manager of fixed income and money market funds at (what became) ING. He would spend a total of 22 years with ING. In 1994 he moved to Luxembourg and became the general manager of ING Investment Luxembourg. Late in 1999 he set up an asset management joint-venture for ING in Singapore where he was Chief Executive Officer and Chief Investment Officer. In 2002 he became the Executive Vice President at the ING asset management joint-venture in South Korea. In 2006 he became responsible for business development of ING's Fiduciary Pension Services in the Hague.
Garry Pieters is an ILA-certified, independent director with well over 30 years of experience in the field of finance and asset management. Early 2010 he joined The Directors' Office as a Partner and has several mandates as an independent director and/or conducting officer for a number of Luxembourg funds and management companies. He began his career (1982) in commodities, foreign exchange and money-markets trading at Commerzbank after which he became a portfolio manager of fixed income and money market funds at (what became) ING. He would spend a total of 22 years with ING. In 1994 he moved to Luxembourg and became the general manager of ING Investment Luxembourg. Late in 1999 he set up an asset management joint-venture for ING in Singapore where he was Chief Executive Officer and Chief Investment Officer. In 2002 he became the Executive Vice President at the ING asset management joint-venture in South Korea. In 2006 he became responsible for business development of ING's Fiduciary Pension Services in the Hague.
Suman Sharma
Director
Suman Sharma
Director
Suman Sharma is the Operations Director at Rathbones Asset Management and the Board Director of the Rathbone Luxembourg Funds SICAV. She is also a member of the Executive Committee in Rathbones Asset Management. Suman joined Rathbones in August 2004 as a Unit Trust Senior Technician, prior to which she was working at Investec Asset Management, as a fund accountant.
Suman has nearly 30 years’ experience in the financial Services industry, including operational positions at the BNY Mellon and Lincoln National.
Suman Sharma is the Operations Director at Rathbones Asset Management and the Board Director of the Rathbone Luxembourg Funds SICAV. She is also a member of the Executive Committee in Rathbones Asset Management. Suman joined Rathbones in August 2004 as a Unit Trust Senior Technician, prior to which she was working at Investec Asset Management, as a fund accountant.
Suman has nearly 30 years’ experience in the financial Services industry, including operational positions at the BNY Mellon and Lincoln National.
Investment Team
David Coombs
Head of multi-asset investments
David Coombs
Head of multi-asset investments
London
David heads our multi-asset investments team, which manages 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.
David heads our multi-asset investments team, which manages 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.
Will Mcintosh-Whyte
Fund manager
Will Mcintosh-Whyte
Fund manager
London
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Will manages the Rathbone Multi-Asset and Rathbone Greenbank Portfolio funds. He joined Rathbones’ charities team in 2007 and was made investment manager in 2011, running institutional multi-asset mandates. He has been with our multi-asset investments team since 2015 and a fund manager since July 2019. Will is a Chartered Financial Analyst (CFA) charterholder and graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management.
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
Craig Brown
Senior investment specialist, Rathbone Multi-Asset Portfolios
London
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.
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.
Bryn Jones
Head of fixed income and fund manager
Bryn Jones
Head of fixed income and fund manager
London
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, 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 Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
Bryn is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. He joined Rathbones in November 2004 from Merrill Lynch Investment Managers, 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 Rathbones Banking Committee. He also sits on the Investment Association’s Fixed Income Committee. Bryn appears regularly on CNBC and Bloomberg TV to discuss bond markets. Bryn graduated from Birmingham University with a Bachelor of Arts degree in Geography in 1995.
James Thomson
Fund manager and Executive director
James Thomson
Fund manager and Executive director
London
James has been the lead manager of the Rathbone Global Opportunities Fund since 2003; he was assistant manager of the fund at its inception in 2001. It is one of the top performing funds in the IA Global sector over that period. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He sits on the Executive Committee of Rathbones Asset Management, is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
James has been the lead manager of the Rathbone Global Opportunities Fund since 2003; he was assistant manager of the fund at its inception in 2001. It is one of the top performing funds in the IA Global sector over that period. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He sits on the Executive Committee of Rathbones Asset Management, is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate. James is frequently quoted in the financial press and has won numerous fund management awards over his career.
Distribution Team
Chris Wanless
Business development director - international business
Chris Wanless
Business development director - international business
Contact Chris on
0207 399 0238
Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.
Contact Chris on
0207 399 0238
Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.
Jack Herbert
Business development director - international business
Jack Herbert
Business development director - international business
Contact Jack on
0207 399 0322
Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.
Contact Jack on
0207 399 0322
Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.