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Jonathan Giles

Managing Director

Specialism: Private Bankers & Investment Managers Investment Management

Company: Rathbone Investment Management

Location: St Helier, Jersey

Citywealth rating

4.5
Average: 4.5 (4 votes)
Fee Level:
4.5
Average: 4.5 (4 votes)
Quality of Advice
4.5
Average: 4.5 (4 votes)
Communications Skills
4.5
Average: 4.5 (4 votes)
Interpersonal Skills
4.5
Average: 4.5 (4 votes)
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Peer review:

Citywealth Recommended

Jonathan Giles    Rathbones   
06 Dec 2021

Peer review:

Jonathan is exceptional, in that his contact with his clients is always his first priority. His availability, his enthusiasm, his desire to help and to find solutions, his attention to details, are all commendable. He is well respected in his field, and deservedly so.

07 Feb 2018

Peer review:

Jonathan is a rare and leading investment manager, with knowledge and expertise earned from a long career in investment management. He doesn’t hide behind technical language and he has an honesty, edged with life sophistication, that makes him one of the key people for wealthy families to do business with in the private client world.

Karen Jones    Jones Publishing   
02 Aug 2017

Peer review:

Jonathan continues to out think and out perform against his competitors with an ease and grace that personifies the Rathbones approach. It has proven a magnet for clients and intermediary peers. Ultimately the results have shone out, measured by their continued growth and success.

02 Aug 2017

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Jonathan Giles joined Rathbones Jersey as managing director in January 2006. Jonathan is also an investment director and sits as a non-executive on the Rathbone Strategic Asset Allocation Committee. Jonathan has thirty years’ private client management experience, is a fellow of the Chartered Institute for Securities and Investment and an adjunct lecturer at the Jersey International Business School. Jonathan manages a range of significant private client, trust and charity portfolios and for the past several years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation.’

2017  IFC Awards

Outstanding Individual of the Year

Jonathan Giles currently has no Citywealth award

Jonathan Giles currently has not indicated their average client size

Jonathan Giles currently has not indicated if they have a fixed fee offering

Rathbone Investment Management

Number of offices globally: More than 5

26 Esplanade, St Helier, Jersey, JE1 2RB

T: +(44) 1534 740501

https://www.rathbones.com

Spring 2017 Top Star Rated: Top 50 editor's choice Autumn 2017 Top 50 IFC editor's choice Top 20 Men in Private Wealth Management 2020 Top 50 Wealth Management Advisors 2020 Top 100 Wealth Management Advisors 2022

Peer review:

Citywealth Recommended

Jonathan Giles    Rathbones   
06 Dec 2021

Peer review:

Jonathan is exceptional, in that his contact with his clients is always his first priority. His availability, his enthusiasm, his desire to help and to find solutions, his attention to details, are all commendable. He is well respected in his field, and deservedly so.

07 Feb 2018

Peer review:

Jonathan is a rare and leading investment manager, with knowledge and expertise earned from a long career in investment management. He doesn’t hide behind technical language and he has an honesty, edged with life sophistication, that makes him one of the key people for wealthy families to do business with in the private client world.

Karen Jones    Jones Publishing   
02 Aug 2017

Peer review:

Jonathan continues to out think and out perform against his competitors with an ease and grace that personifies the Rathbones approach. It has proven a magnet for clients and intermediary peers. Ultimately the results have shone out, measured by their continued growth and success.

02 Aug 2017

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Jonathan Giles currently has no reviews

Consolidated advice for an entrepreneur; assets c£70m

I'm currently advising a UK-based entrepreneur and family who are looking to move full time to Jersey. This is a whole wealth review across existing quoted investments, a growing commercial and residential property book and incorporating unquoted business exposure across shipping, pharma, construction and his core business, alternative energy. The aim is to connect all parts of the family’s financial affairs into a coherent risk-managed strategy to allow the entrepreneur to focus on his private investments, whilst Rathbones manages both the overall balance sheet to agreed objectives and offers improved clarity on potentially correlated risks. For example a bias within liquidity, credit, currency, company, industry or revenue stream. My work has required liaison with the family, their trustees and tax advisers, multiple custodians plus third party investment and real estate managers.