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Jonathan Sorrell

Chief Executive Officer at Rathbones Investment Management Limited

Officer record from the firm’s Form ADVForm ADV filed 14 July 2026

Jonathan Sorrell is Chief Executive Officer of Rathbones Investment Management Limited, a Liverpool investment adviser.

Role at Rathbones Investment Management Limited

Title on Schedule A
Chief Executive Officer
Control
Jonathan Sorrell is a control person of Rathbones Investment Management Limited.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jonathan Sorrell has held the filed role since August 2025.

The firm

Rathbones Investment Management Limited
Liverpool,

Form ADV filed 14 July 2026

$135B AUM150,885 clients725 advisers19 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Jonathan Sorrell is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jonathan Sorrell
CRD
4216608
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Jonathan joined Rathbones in July 2025 and was appointed Group Chief Executive Officer in August 2025. He previously held roles at Capstone, Man Group and Goldman Sachs. He has an MA in Law from Cambridge University. RATHBONES INVESTMENT MANAGEMENT LIMITED biography

Education

Common questions

Where does Jonathan Sorrell work?

Jonathan Sorrell has been Chief Executive Officer of Rathbones Investment Management Limited since August 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 July 2026

Leadership at Rathbones Investment Management Limited

Sources

  1. IAPD individual lookup, CRD 4216608. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Rathbones Investment Management Limited, filed 14 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jonathan Sorrell or Rathbones Investment Management Limited and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.