Andy joined Rathbones in early 2014 as an Investment Director and Head of Charities, London, following his previous role as Head of Charities at Newton Investment Management. Andy has also worked at Schroder Investment Management and UBS Wealth Management, and during his career has managed investment portfolios for a wide variety of charities and other not-for-profit organisations, as well as individuals, trusts and corporates.
Andy graduated from Exeter University with a First Class Honours degree in Chemistry and Law, and subsequently spent three years as a solicitor in the corporate finance team at Freshfields in the early 1990s.
Andy is a visiting lecturer at the Cass Business School (Centre for Charity Effectiveness), and an external member of the investment committee of the Alzheimer’s Society. He is also an Associate Member of the CFA Society of the UK (ASIP) and a Chartered Fellow of the CISI (FCSI).