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Adrian Maxwell

Head of Charities, Liverpool

Rathbones

United Kingdom, Merseyside, Liverpool

About Me

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics and is currently Head of Charities in Liverpool. He specialises in the management of charity portfolios, as well as managing private clients’ assets including ISAs, SIPPs and trusts. Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Profile Information

Head of Charities, Liverpool

Rathbones

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Liverpool

Merseyside

United Kingdom

Nov 4, 2025

Work Experience

Rathbones

Head of Charities, Liverpool
Jan 2004 - Present
Email: adrian.maxwell@rathbones.com

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