Jonny Holmes
Investment Manager @Rathbones
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WORK HISTORY
Investment Manager @Rathbones
Winchester, GB
I am an Investment Manager at Rathbones working out of the Winchester office. I am a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA) as well as a fellow of the Chartered Securities Institute (FCSI).
EDUCATION
University of Oxford
Oxford Algorithmic Trading Programme
Bristol Business School
Bachelor of Arts (BA), Economics
Society of Technical Analysts
Diploma, Technical Analysis
FSTP
Bachelor of Arts (BA), Economics
SKILLS
ABOUT JONNY HOLMES
I previously worked on a team with three other Investment Managers where I was jointly responsible for managing in excess of £500million of client assets across almost multi asset portfolios. When I joined Quilter in 2011, the team managed a little over £300million. I have recently moved to Rathbones in Winchester to undertake a new challenge and to be with my young familyI am actively involved in relationship management with both clients and professional contacts and am also largely responsible for the development of new business and the formulation and implementation of investment strategy within the team and regularly place bulk orders across the client bank for sums of £1 million plus in the process of rebalancing portfolios. Over a short space of time I have been able to develop an extensive network of IFA and professional contacts.I am a keen technical analyst and regularly use techniques I have honed over recent years in order to add value to client portfolios by identifying companies and funds that I believe will either outperform or underperform their relevant benchmarks.
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