Tom Lovell of Rathbone Investment Management International has been recognised in the prestigious annual Private Asset Managers Insight ‘Top 40 under 40’ list.
Tom, 33, an Investment Director, joined Rathbones Jersey in 2007, having spent three years working in the finance team of a large family office.
Tom specialises in multi-asset offshore portfolio management for a range of trusts, companies, charities and private clients across various jurisdictions. He was recently promoted to Investment Director and is responsible for over £200m of client assets, in addition to co-managing a further £150m alongside the firm’s Managing Director, Jonathan Giles.
Tom is a Chartered Fellow of the Chartered Institute for Securities and Investments having qualified as a Chartered Wealth Manager Level 7 and he is currently studying for a specialist qualification in Islamic Finance.
Commenting on Tom’s achievement Jonathan Giles said, “We are delighted for Tom, and such independent recognition of his hard work, good judgement and consistency reflects the strong performance and high quality service he continually delivers for his clients. Tom is an excellent professional, working closely with his clients, and the next generation, to meet their objectives.”
Tom Lovell said, “To receive this recognition is really satisfying. The list illustrates some exceptional talent in our profession and I was delighted to be one of only two listed from outside the UK.”