Max Smith

Max Smith is currently an Assistant Investment Manager and Trainee Investment Manager at Rathbones Group Plc, where responsibilities include in-depth portfolio analysis, client liaison, and model portfolio construction. Prior to this role, Max served as a Graduate Wealth Manager at Foundation Financial Planning, focusing on portfolio reviews and fund research while also participating on the investment committee. Experience includes a brief internship at Barclays Wealth Management, where exposure to private banking and asset class presentations was gained, as well as a role as a Box Office Assistant at Lewes Depot cinema and restaurant. Max holds a BSc (Hons) in Economics & Mathematics from the University of Surrey and A-Levels in Business Studies, Economics, and Mathematics from East Sussex College Group.