Rathbone Special Situations Income Units

Carl Stick
Located in: London

Carl graduated from the University of Southampton in 1991with a BA Honours degree in English Literature.

Having served in several non-investment related jobs, he took up a position as an assistant private client manager with stockbroking firm Neilson Cobbold, Tunbridge Wells in 1996 . Rathbones acquired Neilson Cobbold, and Carl transferred to London in 1998 . In August 1998, after two years as a discretionary investment manager, he became an assistant fund manager working alongside Hugh Priestley.

Carl took over the management of the Rathbone Income Fund in January 2000 (now with assistant fund manager Hugh Yarrow), followed by the management of the Rathbone Smaller Companies Fund (now managed by Marina Bond) in November 2000. In February 2002, he gained full responsibility for the Rathbone Special Situations Fund (now assisted by Sean Beck). In May 2006, Carl became co-manager on the Rathbone High Income Fund (now managed by Hugh Yarrow). He is also one of 10 managers involved in managing Skandia Investment Management's UK Best Ideas Fund, and runs a number of institutional income mandates alongside Hugh Yarrow.

Since October 2001, Carl has been a Board Director of Rathbone Unit Trust Management and plays a key role in the development of Rathbone's investment process and business strategy. He is also I.I.M.R-qualified and a Fellow of the Securities Institute

Carl has run the London Marathon in 2004, 2005, 2006, 2007 and 2008 in support of the Multiple Sclerosis Society, having raised over £20,000.

Sean Beck
Located in: London

Sean joined Rathbones in November 2004 after graduating from Oxford University (Mansfield College) with a first class BA Honours in Geography. Having supported the management of discretionary client portfolios from Rathbones' Liverpool office, Sean transferred to Rathbone Unit Trust Management in January 2007. He assists Carl Stick in the management of the Rathbone Special Situations Fund.

Sean is a member of the Securities & Investment Institute (SII), and holds the Securities Institute Diploma, and the SII Level 3 Certificate in Investments. He has also completed levels 1 and 2 of the CFA examination (Chartered Financial Analyst), and is a candidate for level 3.

Sean has continued to pursue his academic interests, having published a paper on sub-ethnicity within Liverpool's Chinese community. His other interests include football, cricket, darts, and going to the gym. Sean has also represented Mansfield College Boat Club at various university regattas.