Colin is a client development director responsible for ensuring that our clients benefit from the wide range of professional services from Rathbones including portfolio management, financial planning, trusts and international services. Prior to this role he has been advising private clients and their families on complex estate planning, pension solutions and generational wealth succession since 2001.
Before joining Rathbones in 2016, Colin was a director at Coutts and HSBC International, advising internationally mobile and non-domicile clients on country-specific tax solutions and excluded property trusts. Furthermore, with RBS International he was a key figure responsible for supporting the group’s growth ambitions in establishing a Middle East wealth management office in Dubai and Abu Dhabi.
Colin is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Fellow of the Chartered Institute for Securities and Investment. Furthermore, he holds qualifications from other jurisdictions, well placing him to support clients with cross-jurisdictional financial planning matters.