Get in touch with us

UK DISTRIBUTION TEAM

Rosie Bezant

Senior Investment Sales Executive, London

London rosie.bezant@rathbones.com

Rosie Bezant

Senior Investment Sales Executive, London

London rosie.bezant@rathbones.com

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.
 
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

 

Victoria Wellings

Head of sales desk

victoria.wellings@rathbones.com

Victoria Wellings

Head of sales desk

victoria.wellings@rathbones.com

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.

Jemima Gregson

Investment sales consultant, West

London jemima.gregson@rathbones.com

Jemima Gregson

Investment sales consultant, West

London jemima.gregson@rathbones.com

Jemima is an Investment Sales Consultant for the West region, working alongside Ben Johnson and Matt Honour. She will focus on building relationships with Financial Advisors and discretionary fund managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon. Jemima previously worked at Jupiter Asset Management where she worked for over two years as a Sales Support Executive.    

Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University. 

INVESTMENT TEAM

Bryn Jones

Head of fixed income and fund manager

rutm@rathbones.com

Bryn Jones

Head of fixed income and fund manager

rutm@rathbones.com

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 Stick

Fund manager and Executive director

rutm@rathbones.com

Carl Stick

Fund manager and Executive director

rutm@rathbones.com

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

Fund manager and Executive director

London rutm@rathbones.com

James Thomson

Fund manager and Executive director

London rutm@rathbones.com

James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 18 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 Coombs

Head of multi-asset investments

rutm@rathbones.com

David Coombs

Head of multi-asset investments

rutm@rathbones.com

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. 

Will Mcintosh-Whyte

Fund manager

rutm@rathbones.com

Will Mcintosh-Whyte

Fund manager

rutm@rathbones.com
Will is responsible for managing the Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds. He joined the charities team at Rathbones in 2007, and was appointed as an investment manager in 2011, running institutional multi-asset mandates. He has been with the Multi-Asset team since 2015.  Will graduated from the University of Manchester Institute of Science and Technology with a BSc Hons in Management, and is a CFA charterholder.

Elizabeth Davis

Investment Risk Director

rutm@rathbones.com

Elizabeth Davis

Investment Risk Director

rutm@rathbones.com

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

Fund manager

rutm@rathbones.com

Alan Dobbie

Fund manager

rutm@rathbones.com

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 Dow

Fund manager

rutm@rathbones.com

Sammy Dow

Fund manager

rutm@rathbones.com

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 Jackson

Fund manager

rutm@rathbones.com

Alexandra Jackson

Fund manager

rutm@rathbones.com

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 Cazalis

Fund manager

rutm@rathbones.com

Noelle Cazalis

Fund manager

rutm@rathbones.com

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 Harrison

Fund manager

rutm@rathbones.com

David Harrison

Fund manager

rutm@rathbones.com

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 Pettem

Investment analyst

rutm@rathbones.com

Kate Pettem

Investment analyst

rutm@rathbones.com

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

Global equity analyst

rutm@rathbones.com

Siyuan Lin

Global equity analyst

rutm@rathbones.com

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

Senior investment specialist, Rathbone Multi-Asset Portfolios

rutm@rathbones.com

Craig Brown

Senior investment specialist, Rathbone Multi-Asset Portfolios

rutm@rathbones.com

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

Research assistant

rutm@rathbones.com

Neil Smith

Research assistant

rutm@rathbones.com

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 Chilvers

Fund manager

rutm@rathbones.com

Stuart Chilvers

Fund manager

rutm@rathbones.com

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 Hamizi

Credit analyst

rutm@rathbones.com

Sarra Hamizi

Credit analyst

rutm@rathbones.com

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

Credit analyst

rutm@rathbones.com

Elisa Bellantonio

Credit analyst

rutm@rathbones.com

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.

BOARD DIRECTORS

Paul Stockton

Chairman

Paul Stockton

Chairman

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

Rathbone Unit Trust Management - Chief executive officer

Mike Webb

Rathbone Unit Trust Management - Chief executive officer

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 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.

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.

Tom Carroll

Rathbone Unit Trust Management - Chief investment officer

London tom.carroll@rathbones.com

Tom Carroll

Rathbone Unit Trust Management - Chief investment officer

London tom.carroll@rathbones.com

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).