Welcome to the 2plan Rathbones portal
We are proud to be one of the preferred investment partners to 2plan. To support your conversations with clients, we've created a one-stop shop below with content and sales aids relating to our service.
You can also jump straight to the section you're interested in using the 'Quick links'.
Quick links
Model rebalancing
Information for 2plan advisers
Downloads and documents for you and your clients
Welcome
Downloads
Model rebalancing
Platform availability
Meet the team
Downloads
For the 2plan Managed Portfolio Service (MPS)
Adviser-facing brochure
Download the 2plan MPS 'Notes for Financial Advisers' brochure
Client brochure
Download the brochure for clients
Brochures
Factsheets
Performance updates
Model Changes Summary
Value
assessment
Platform Charges Matrix
TCFD reporting
Reporting as part of the Task Force on Climate-related Financial Disclosures
The Financial Stability Board (FSB) created the Task Force on Climate-related Financial Disclosures (TCFD) in 2015 to improve and increase reporting of better climate-related financial information.
The TCFD developed a framework, published in 2017, which primarily aims to ensure that financial risks and opportunities related to climate change become a natural part of companies’ risk management and strategic planning processes.
The disclosures required under TCFD will help investors and others understand how reporting organisations think about and assess climate-related risks and opportunities, ultimately leading to a more efficient allocation of capital to support the climate transition.
Quarterly reports
Next rebalance: 1st April 2026
Climate-related financial reporting
As part of the Task Force on Climate-related Financial Disclosures (TCFD), we provide reporting on financial risks and opportunities related to climate change.
Access our reports in the "TCFD reporting" tab above.
Platform availability
The 2plan Core range of models* are available on the following platforms:
* The 2plan Income range is available on abrdn, Aegon, Aviva, Fidelity, Quilter and Scottish Widows.
Meet the team
Get in touch with our dedicated team who have worked with advisers for over 25 years and truly understand your role and requirements. Supporting you and your clients we take very seriously. We want to make it as simple as possible to find the correct person to speak to.
IW&I UK TCFD report report for the 2023 calendar year
Rathbones Group TCFD report for the 2023 calendar year
Entity-level reports
In addition to entity-level reporting, under the TCFD Framework, Investec Wealth & Investments UK was also required to produce reports at a product level. The TCFD Product Reports for each of the UK MPS strategies can be downloaded via the links below. These reports will be produced in the Rathbones brand at the next reporting cycle.
Product reports for our MPS strategies
MPS 2plan Adventurous
MPS 2plan Balanced
MPS 2plan Cautious
MPS 2plan Defensive
MPS 2plan Moderately Cautious
Adventurous
Balanced
Balanced Income
Cautious
Cautious Income
Defensive
Moderately Cautious
Moderately Cautious Income
Watch our latest performance update for 2plan advisers
Access a 5-minute summary to share with your clients
Videos
Adventurous
Balanced
Balanced Income
Cautious
Cautious Income
Defensive
Moderately Cautious
Moderately Cautious Income
Download all factsheets in one document
Factsheets
2plan MPS Model Changes Summary
Download the 2plan MPS Model Changes Summary
2Plan Income MPS Model Changes Summary
Download the 2Plan Income MPS Model Changes Summary
2plan MPS value assessment
Download the 2plan MPS value assessment
Platform Charges Matrix spreadsheet
Download the Platform Charges Matrix spreadsheet
Strategic Partnerships Team
Business Development Directors
MPS Investment Management
London & East
North
South & the Midlands
Scotland & Northern Ireland
Strategic Partnership Director
Britt Holland-Ellice
Business Development Director
Chris Sandford
Head of London & East Distribution
Mike Kempster
Business Development Director – London & the Home Counties
Zane Tibble
Business Development Director - North West & South Yorkshire
Rob Bickerstaffe
Head of Scotland & NI
Kim Nelson
Head of South & Midlands Distribution
Ed Walker
Business Development Director
Zoë Howard
Business Development Director - South Coast
Leanne Whitter
Investment Director
Andrea Yung
Senior Investment Director
Ronelle Hutchinson
I am responsible for the portfolio management of Rathbones' MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.
Investment Director
Andrea Yung
I am a Senior Investment Director at Rathbones.
I have over 20 years of industry experience. Most recently as a portfolio manager for Investec Wealth & Investment in their South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Senior Investment Director
Ronelle Hutchinson
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Contact us
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Business Development Manager – Scotland and Northern Ireland
Ruairidh Murphy
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Head of North Distribution
Gerry Lawlor
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DFM Specialist - London
Jake Lewis
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Business Development Director - East of England
Alfie Hayes
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Brochures
Brochures
Model Changes Summary
Value assessment
Platform charges
Brochures
Business Development Directors
Head of Strategic Partnerships & Platforms
Business Development Directors
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London & East Anglia
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North
Business Development Directors
Business Development Directors
South
Business Development Directors
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MPS Investment Management
I am responsible for the portfolio management of Rathbones' MPS on Platforms service. Using a structured and disciplined investment framework, our primary focus is delivering outcomes that align with the objectives and risks associated with each MPS strategy.
Investment Director
Andrea Yung
I am a Senior Investment Director at Rathbones.
I have over 20 years of industry experience. Most recently as a portfolio manager in Investec Wealth & Investment's South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Senior Investment Director
Ronelle Hutchinson
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Access
Access a 5-minute summary to share with your clients
Watch
Watch our latest updates for 2plan advisers
Head of Partnerships & Regional Distribution
Steve Armitage
Business Development Director – South West
Ed Walker
Business Development Director – South Coast
Leanne Whitter
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Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. Britt also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.
Strategic Partnership Director
Britt Holland-Ellice
Steve is the Head of the Strategic Partnership & Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company. Before this, he was Sales Director of Strategic Partners at F&C Investments for nearly a decade and also spent several years at Barclays Stockbrokers. He joined the industry in 1989 and holds the IMC.
Steve.armitage@rathbones.com
Steve Armitage
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Head of Partnerships & Regional Distribution
Britt.holland-ellice@rathbones.com
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Chris is a Business Development Director for London and the Southeast. He has been with the combined business for 18 years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.
Business Development Director
Chris Sandford
As Head of London & East Distribution, Mike's priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. Mike works with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that he can best help them. It is also an important part of his role to ensure that they are receiving a high level of service. Mike specialises in working with Financial Advisers, Lawyers and Accountants providing business development and relationship management. Mike aims to add value by helping advisers grow their business, and likes to be a sounding board and to suggest ideas to help solve client problems.
Head of London & East Distribution
Mike Kempster
Mike.kempster@rathbones.com
Chris.sandford@rathbones.com
Zane is a Business Development Director specialising in relationship management and strategic growth support for Financial Advisers. With a strong focus on helping professional advisers deliver positive outcomes for their clients, Zane works closely with them to understand their business models, client engagement strategies, and long-term goals. By aligning the right expertise and resources, he enables advisers to deliver innovative investment solutions and build stronger, more resilient client relationships. Zane began his career at Prudential before moving to Lloyds Bank, later specialising in the structured product space where he held several senior positions. Zane went on to join Investec Wealth and finally Rathbones post combination where he focuses on helping professional advisers deliver tailored investment and banking solutions.
Zane.tibble@rathbones.com
Business Development Director – London & the Home Counties
Zane Tibble
Alfie is the Business Development Director at Rathbones for the East of England, supporting Financial Advisers with discretionary investment solutions and client-focused portfolio services. Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds.
Alfie.hayes@rathbones.com
Business Development Director - East of England
Alfie Hayes
As Business Development Director based in our Leeds and Newcastle Offices, Ian looks after new and existing IFA relationships throughout much of Yorkshire and the North East. Having joined Investec (now Rathbones) in February 2000, Ian brings over 30 years experience in Intermediary Relationships and Business Development, much of which has been in Discretionary Investment Management and has a deep knowledge and understanding of the IFA market and what is required to help and support his Advisers.
Ian.wolfenden@rathbones.com
Business Development Director - Yorkshire & North East
Ian Wolfenden
Gerry is Head of North Distribution and is a key point of contact for Financial Advisers in the North of England. He specialises in discretionary fund management, MPS and multi-asset investment solutions for the financial adviser market. He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations. In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner. In 2019, he became a Business Development Director responsible for developing relationships and supporting Financial Advisers in the region. In 2024, Gerry became the Head of North Distribution helping to support growth across the North region.
Gerry.lawlor@rathbones.com
Head of North Distribution
Gerry Lawlor
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Business Development Director - Yorkshire & North East
Ian Wolfenden
Rob is the Business Development Director for Rathbones across the North West of England and South Yorkshire, supporting Financial Advisers with discretionary investment solutions and client focused portfolio services. He is responsible for developing and strengthening relationships with Financial Advisers and Intermediary clients, ensuring their business needs are met while driving growth and delivering a high quality service across the region. Rob brings extensive experience from a career in wealth management, having held senior roles at Coutts & Co, Barclays Wealth, and Evelyn Partners. His background gives him a deep understanding of the advisory landscape and the evolving needs of clients and professional partners alike.
Rob.bickerstaffe@rathbones.com
Business Development Director - North West & South Yorkshire
Rob Bickerstaffe
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As Business Development Director for the Bournemouth, Winchester and Chichester offices, Leanne works closely with professional advisers to help deliver the most appropriate investment solutions for their clients. Central to this is taking the time to understand each adviser, their business, and the way they build and maintain client relationships. Providing a personal, high-quality level of service is very important to Leanne, which is why strong relationship management sits at the heart of her role. Leanne's aim is to add meaningful value and support advisers as they guide their clients through some of the most important financial decisions, for both their own and their families’ futures.
Leanne.whitter@rathbones.com
Business Development Director - South Coast
Leanne Whitter
As a Business Development Director, Zoë's role is to help and support Financial Advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs Zoë can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. Zoë specialises in working with Financial Advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoe.howard@rathbones.com
Business Development Director
Zoë Howard
As part of the Business Development Team, Ed's role is to develop professional intermediaries' investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client's requirements. Ed specialises in working with Financial Advisers, Law Firms and Accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed.walker@rathbones.com
Head of South & Midlands Distribution
Ed Walker
Ruairidh is the Business Development Manager for Scotland & Northern Ireland, supporting Financial Advisers with outsourced investment solutions. He joined Rathbones in 2026, having previously worked at Aberdeen Investments in Edinburgh. Ruairidh entered the industry in 2021 after graduating from the University of Dundee with a first-class degree in Business Economics and Marketing. He also holds the IMC.
Ruairidh.murphy@rathbones.com
Business Development Manager – Scotland and Northern Ireland
Ruairidh Murphy
Kim is a Business Development Director leading asset management distribution in Scotland & Northern Ireland, responsible for engaging, supporting, and building relationships with Wealth Managers, Financial Advisers and Intermediary clients across the region. Kim joined in January 2025 from Schroders, where she was head of the Client Group for Scotland & Northern Ireland. In this role, she led all contact with Intermediary clients in those regions. Prior to this she spent almost five years with Tilney, previously Deutsche Bank, as Relationship Manager and Business Development Manager.
Kim.nelson@rathbones.com
Head of Scotland & NI
Kim Nelson
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I am a Senior Investment Director at Rathbones.
I have over 20 years of industry experience. Most recently as a portfolio manager in Investec Wealth & Investment's South African office managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.
Senior Investment Director
Ronelle Hutchinson
Head of Partnerships & Regional Distribution
Steve is the Head of the Strategic Partnership & Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company. Before this, he was Sales Director of Strategic Partners at F&C Investments for nearly a decade and also spent several years at Barclays Stockbrokers. He joined the industry in 1989 and holds the IMC.
Steve.armitage@rathbones.com
Head of Partnerships & Regional Distribution
Steve Armitage
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Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. Britt also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.
Britt.holland-ellice@rathbones.com
Strategic Partnership Director
Britt Holland-Ellice
Steve is the Head of the Strategic Partnership & Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company. Before this, he was Sales Director of Strategic Partners at F&C Investments for nearly a decade and also spent several years at Barclays Stockbrokers. He joined the industry in 1989 and holds the IMC.
Steve.armitage@rathbones.com
Head of Partnerships & Regional Distribution
Steve Armitage
Britt’s professional focus over two decades has consistently been external strategic engagement and relationship building, with a client-centric approach. Her diverse experience spans Asset Management, Retail and Institutional Fund Platforms, Securities Services, and Investment Banking. Britt also has significant professional experience in the Third Sector, specialising in educational philanthropy and strategic engagement. Britt holds a Master’s degree in English Literature.
Britt.holland-ellice@rathbones.com
Strategic Partnership Director
Britt Holland-Ellice
Steve is the Head of the Strategic Partnership & Regional Intermediary Distribution teams at Rathbones, spanning the firm’s wealth and asset management solutions. Prior to joining Rathbones, Steve spent 14 years at Columbia Threadneedle Investments, where he was most recently Co-Head of UK Distribution and a member of the EMEA Distribution Senior Leadership Team. He previously held the roles of Head of Advisory & Strategic Partners and Director, Third Party Distribution at the company. Before this, he was Sales Director of Strategic Partners at F&C Investments for nearly a decade and also spent several years at Barclays Stockbrokers. He joined the industry in 1989 and holds the IMC.
Steve.armitage@rathbones.com
Head of Partnerships & Regional Distribution
Steve Armitage
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Zane is a Business Development Director specialising in relationship management and strategic growth support for Financial Advisers. With a strong focus on helping professional advisers deliver positive outcomes for their clients, Zane works closely with them to understand their business models, client engagement strategies, and long-term goals. By aligning the right expertise and resources, he enables advisers to deliver innovative investment solutions and build stronger, more resilient client relationships. Zane began his career at Prudential before moving to Lloyds Bank, later specialising in the structured product space where he held several senior positions. Zane went on to join Investec Wealth and finally Rathbones post combination where he focuses on helping professional advisers deliver tailored investment and banking solutions.
Zane.tibble@rathbones.com
Business Development Director – London & the Home Counties
Zane Tibble
Chris is a Business Development Director for London and the Southeast. He has been with the combined business for 18 years and specialises in providing investment solutions to Financial Advisers and their clients. Chris is a Chartered Fellow of the CISI.
Chris.sandford@rathbones.com
Business Development Director
Chris Sandford
As Head of London & East Distribution, Mike's priority is to help professional advisers deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the client's requirements. Mike works with professional advisers to get to know them, their business and how they build relationships with their clients to gain a strong understanding so that he can best help them. It is also an important part of his role to ensure that they are receiving a high level of service. Mike specialises in working with Financial Advisers, Lawyers and Accountants providing business development and relationship management. Mike aims to add value by helping advisers grow their business, and likes to be a sounding board and to suggest ideas to help solve client problems.
Mike.kempster@rathbones.com
Head of London & East Distribution
Mike Kempster
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Business Development Director - North West & South Yorkshire
Rob Bickerstaffe
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As Business Development Director for the Bournemouth, Winchester and Chichester offices, Leanne works closely with professional advisers to help deliver the most appropriate investment solutions for their clients. Central to this is taking the time to understand each adviser, their business, and the way they build and maintain client relationships. Providing a personal, high-quality level of service is very important to Leanne, which is why strong relationship management sits at the heart of her role. Leanne's aim is to add meaningful value and support advisers as they guide their clients through some of the most important financial decisions, for both their own and their families’ futures.
Leanne.whitter@rathbones.com
Business Development Director - South Coast
Leanne Whitter
As a Business Development Director, Zoë's role is to help and support Financial Advisers in delivering solutions that help their clients achieve their goals and objectives. By understanding the client's needs Zoë can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. Zoë specialises in working with Financial Advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
Zoe.howard@rathbones.com
Business Development Director
Zoë Howard
As part of the Business Development Team, Ed's role is to develop professional intermediaries' investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client's requirements. Ed specialises in working with Financial Advisers, Law Firms and Accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
Ed.walker@rathbones.com
Head of South & Midlands Distribution
Ed Walker
As Business Development Director based in our Leeds and Newcastle Offices, Ian looks after new and existing IFA relationships throughout much of Yorkshire and the North East. Having joined Investec (now Rathbones) in February 2000, Ian brings over 30 years experience in Intermediary Relationships and Business Development, much of which has been in Discretionary Investment Management and has a deep knowledge and understanding of the IFA market and what is required to help and support his Advisers.
Ian.wolfenden@rathbones.com
Business Development Director - Yorkshire & North East
Ian Wolfenden
Gerry is Head of North Distribution and is a key point of contact for Financial Advisers in the North of England. He specialises in discretionary fund management, MPS and multi-asset investment solutions for the financial adviser market. He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations. In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner. In 2019, he became a Business Development Director responsible for developing relationships and supporting Financial Advisers in the region. In 2024, Gerry became the Head of North Distribution helping to support growth across the North region.
Gerry.lawlor@rathbones.com
Head of North Distribution
Gerry Lawlor
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Business Development Director - South Coast
Leanne Whitter
As Business Development Director for the Bournemouth, Winchester and Chichester offices, Leanne works closely with professional advisers to help deliver the most appropriate investment solutions for their clients. Central to this is taking the time to understand each adviser, their business, and the way they build and maintain client relationships. Providing a personal, high-quality level of service is very important to Leanne, which is why strong relationship management sits at the heart of her role. Leanne's aim is to add meaningful value and support advisers as they guide their clients through some of the most important financial decisions, for both their own and their families’ futures.
Leanne.whitter@rathbones.com
Business Development Director - South Coast
Leanne Whitter
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Business Development Director - Devon, Cornwall & Somerset
Callum Thorne
Callum joined Rathbones in 2025 as a Business Development Director, covering the South West. He is responsible for developing and maintaining relationships with Financial Advisers and Intermediary clients, supporting their business needs, and driving growth across the area. Prior to joining Rathbones, Callum spent six years at Brooks Macdonald Group as a Business Development Manager covering the South West.
Callum.thorne@rathbones.com
Business Development Director - Devon, Cornwall & Somerset
Callum Thorne
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