A dedicated client adviser will make sure you get everything you need from us. Our Private Office is led by a team that has spent their entire career growing, protecting, and preserving wealth of this scale.
Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Prior to joining Rathbones he was Head of UK domestic private banking at Credit Suisse and Head of UK Ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied Modern History at Oxford University.
Oliver Craven joined the Private Office of Rathbones in 2019 as a Client Director. His main priority is to help families, entrepreneurs, senior corporate executives and professionals manage all aspects of their wealth.
Prior to joining Rathbones, Oliver was a Private Wealth Advisor at Goldman Sachs where his responsibility was both to bring in new business and to manage the investments of UHNW clients.
Oliver started his career in the Royal Navy and after numerous operational deployments, he had the privilege of being the first Navigating Officer of the Navy’s newest Destroyer, HMS Defender.
Colin is a client development director responsible for advising private clients and trusts in all aspects of financial planning. He has been advising private clients and their families on complex estate planning, pension solutions and generational wealth succession since 2001.
Prior to joining Rathbones, 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.
Colin is a Chartered Financial Planner, a Fellow of the Personal Finance Society and a member of the Chartered Institute for Securities and Investment. Furthermore, he holds qualifications from other jurisdictions, well placing him to comment on cross-jurisdictional financial planning matters.