Contacts

James has been working in Asset Management for over 25 years and joined Rathbones Asset Management from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. His role is to manage the distribution teams at Rathbones Asset Management who service Intermediary clients, including financial advisers, wealth managers, banks, platforms, and institutions. 

James sets and monitors the strategy and delivery of the service to the intermediary clients and works with other business partners at Rathbones Asset Management to ensure customer service delivery, product governance and regulatory adherence. James is a member of The Investment Associations Sector Committee, a Member of The Investment Managers Guild and a Freeman of The City of London.

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent 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
07901 632105

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 Chris on
020 7399 0261

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Contact Gail on
020 7399 0191

Gail is the Head of Platform Relations for Rathbones.   She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.  Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Gerry is a business development director and is a key point of contact for financial advisers in the North of England.  He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market.  He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations.  In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner.  In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the region.

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 Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor.  He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England.

Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank 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 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.

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.

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. 

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Kim joined in January 2025 from Schroders, where she was head of the Client Group for Scotland and Northern Ireland. In this role, she led all contact with intermediary clients in those regions. Prior to this she spent almost five years with Tilney, previously Deutsche Bank, as relationship manager and business development manager.

Will is a Business Development Executive focused on building relationships with Financial Advisors and Discretionary Fund Managers in the East of England and Scotland. Previously, he worked at LGT Wealth Management as an Assistant Investment Manager, managing the Sustainable Model Portfolio Service. Will holds the Investment Advice Diploma (Level 4) and has an MA in Economics from Heriot Watt University.