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.
Robert joined Rathbones in 2014 as Investment Director. He started his investment career over 20 years ago at Coutts & Co as portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.
After gaining his investment qualifications at Coutts he then moved to the private client division of Invesco Perpetual as Investment Director and was responsible for the integration of Perpetual’s private client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their private client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.
Finally, Jupiter sold their private client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.
Robert is an investment manager at Rathbones having joined in 2013 and manages a range of private client portfolios, charities and self-invested pensions schemes. He was previously Associate Director at Brewin Dolphin where he spent seven years. He holds the Chartered Securities Institute Diploma and a degree in Economics from Exeter University. Robert is also a member of Rathbones’ Stock Selection Committee and the Collectives Committee. He is a regular contributor within the national press and has previously consulted with the financial services regulator and the government on industry related issues. Spear’s, the wealth management publication, named Robert in the top ten rising stars in investment management in 2013.
Tim Johnson is an investment director with 20 years experience of managing private client investment portfolios. He joined Rathbones in August 2000 having previously worked at Kleinwort Benson Private Bank.
He manages discretionary private client investment portfolios, together with a number of charities, city livery companies, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. In addition, Tim is also a member of the Rathbones Collective Funds Investment Committee, which has responsibility for the research, selection and ongoing monitoring of “best-of-breed” funds for the group.
During Tim’s five years with Kleinwort Benson, in addition to managing discretionary investment portfolios, he had responsibility for researching the telecoms and pharmaceuticals sectors.
Tim is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree in Economics.
Phil Bain is deputy managing director of Rathbone Investment Management International Ltd. He is deputy manager on the Rathbone Investment Management International Strategy Funds, manages a range of private client, trust and charity portfolios and sits on the Investment Committee. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Investment Management Certificate (IIMR).
Phil has worked in the finance industry for 28 years both in Jersey and the United Kingdom and joined from Close International Asset Management where he was the lead investment manager responsible for managing Close’s multi-award winning All Weather Fund. Phil has extensive private and investment banking experience having previously worked at SG Hambros and NatWest Bank.
Bob Szechenyi is an investment director with 14 years experience of managing private client investment portfolios. He joined Rathbones in October 2000 having graduated from Newcastle University with an honours degree in Geography. He works in a team with fellow investment directors Richard Lanyon, Randolph Churchill and David Bassett and as a team they manage circa £650mn of client assets.
Bob is a Fellow of the Chartered Institute for Securities and Investment and manages discretionary private client investment portfolios, together with a number of charities, personal pension schemes, off shore bonds and family trusts. In addition, he is also a member of the Rathbones Collective Funds Investment Committee, and has responsibility for the research, selection and ongoing monitoring of structured products for the group.
David Coombs is head of multi-asset investments and joined Rathbones in 2007. He is a member of our Investment Executive Committee as well as the Strategic Asset Allocation Committee . David is responsible for developing our investment propositions for national financial advisory firms and networks. He is the lead manager for the Rathbones Multi-Asset Portfolio Funds and the offshore Luxembourg-based Sicavs. He is also co-manager for the Rathbones Strategic Bond Fund.
David previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts. He joined Barings in 1988 from Hambros, where he managed multi-manager portfolios for private clients. David is an Associate of the Chartered Institute of Financial Services.
Will McIntosh-Whyte is an assistant fund manager. Will is a CFA (Chartered Financial Analyst) charterholder and is also a member of the Managed Funds and Fixed Income Committees. He graduated from University of Manchester Institute of Science and Technology (UMIST) in 2006, and spent a brief period working at the shipping finance company Theisen Securities as a researcher.
Will joined Rathbones in April 2007, spending a year on the graduate trainee scheme before rejoining the charities team. Will passed the third level of the CFA (Chartered Financial Analyst) examination in 2010.
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.
Maurice joined Rathbones in 2017 and has over 30 years experience in Investment Banking and Wealth Management. Maurice held a number of Senior Management roles during his 21 year career at Barclays. Prior to Joining Rathbones, Maurice was Managing Director of Standard Chartered Middle East and Africa and former Head of International Banking for Standard Chartered Bank Jersey and Europe. He brings a wealth of experience to Rathbones having lived and worked in a number of these jurisdictions.