Joel Graves has been appointed as an Investment Director for Rathbone Investment Management International.
In his new role, Joel will be responsible for managing multi-asset discretionary portfolios for private clients, offshore trusts and charities.
Joel, who graduated from Loughborough University with a first class Batchelor of Science honours degree in Physics and Sports Science, began his finance career in 2005 as a wealth manager with HSBC in Leeds.
In 2009 he relocated to Jersey. The following year he moved to Barclays Bank Offshore where he worked for the next five years in Jersey, covering multiple jurisdictions. He was responsible for the management of the Barclays discretionary portfolios held in Jersey. He took on the role of senior portfolio manager at Smith & Williamson in 2015, helping to set up their new office in Jersey.
A highly qualified individual, Joel is a Chartered Financial Analyst Charter Holder (CFA) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI), having passed the CISI Certificate in Private Client Investment Advice and Management (PCIAM) with distinction.
He has launched a teaching course preparing students for their Chartered Financial Analyst exams; and continues to lecture on a weekly basis, assisting candidates with their CFA exam preparation.
Married to Claire, they have two young children. In his leisure time, Joel enjoys playing football and long-distance running and recently completed the Brighton Marathon.
Discussing Joel’s appointment, Rathbones’ Managing Director, Jonathan Giles, said, “Joel’s appointment is part of our programme of expansion and we are delighted to have someone of his calibre join the team. His knowledge and experience will be an excellent asset for Rathbones here in Jersey and we are sure that our clients will benefit from his wealth of expertise.”