Sam Lippiatt Durnell

Investment Director @Rathbones

Royal Tunbridge Wells, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Investment Director @Rathbones

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Rathbones is an independent private client investment manager specialising in managing the wealth of private individuals and families. Our main objective is to protect and enhance wealth.We provide a range of discretionary management services that meet the investment objectives, tax status and attitude to risk of each client. All our services are managed on a discretionary basis.We create diversified portfolios that are designed to provide consistent, risk-adjusted returns on a medium and longer term basis. Each portfolio is constructed using our sophisticated investment management process.

EDUCATION

2008 — 2011

The University of Kent

BSc with First Class Honours in Financial Economics with Econometrics

SKILLS

FinanceFinancial RiskAsset ManagementFixed IncomeManagementInvestment ManagementWealth ManagementPortfolio ManagementFinancial ServicesEconomicsInvestmentsFinancial AnalysisTeamworkMicrosoft ExcelData AnalysisEquities

ABOUT SAM LIPPIATT DURNELL

Investment Director managing multi asset portfolios for private clients, trusts and charities

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Sam Lippiatt Durnell — Investment Director at Rathbones in Royal Tunbridge Wells, GB | Unifers