Rathbone Investment Management has expanded its in-house financial planning team by hiring Gaius Jones as new head of financial planning.
In his new role, Jones will be based in London. He joined Rathbones from Ashcourt Rowan Financial Planning, where he served as CEO and led the re-engineering the firm’s approach to financial planning.
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Prior to this, Jones was member of the board at Towry and also worked at John Scott and Partners in 1999. He has more than 25 years’ experience of working with clients and their professional advisers.
Rathbone Pension & Advisory Services managing director Julian Palmer said: "We have made excellent progress over the past ten years and I am very pleased that financial planning at Rathbones will now benefit from even greater management support, enabling us to continue offering our clients a bespoke, well-rounded service that meets their needs. I look forward to working with Gaius."
Rathbones CEO Philip Howell said: "Julian Palmer has built up our capabilities in this area over the past decade and Gaius’s appointment will further strengthen our overall approach. His experience and understanding of the interaction between investment management and financial planning will be an asset to Rathbones and our clients."
Jones said: "I am delighted to be joining a firm with such proven strength in managing client portfolios. I look forward to leading the Financial Planning team at Rathbones and helping to ensure our clients’ continued success."
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