Jersey-based Rathbone Investment Management International has appointed Joel Graves as an Investment Director, responsible for managing multi-asset discretionary portfolios for private clients, offshore trusts and charities.
Joel began his finance career in 2005 as a Wealth Manager with HSBC in Leeds, and relocated to Jersey in 2009. The following year, he moved to Barclays Bank Offshore, covering multiple jurisdictions and overseeing the management of Barclays discretionary portfolios held in Jersey.
He took on the role of Senior Portfolio Manager at Smith & Williamson in 2015, helping to set up its new office in Jersey.
Joel is a Chartered Financial Analyst charter holder and a chartered fellow of the Chartered Institute for Securities and Investment.
He has also launched a teaching course for Chartered Financial Analyst students and lectures on a weekly basis, assisting with CFA exam preparation.