Our People

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts. 

He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Alfie has completed the CFA UK Investment Management Certificate, CISI Securities exam and is currently studying towards becoming a Chartered Financial Analyst (CFA).

Alistair began his career at Gerrard Vivien Gray in 1996, before joining Brewin Dolphin in 1997, where he spent 23 years managing investments on behalf of private clients, financial advisers, charities and trusts.

Alistair joined Rathbones in 2020 as an investment director and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Alistair graduated from the University of Stirling in 2011 with an honours degree in Business Law. After an internship at a small fund management business in Glasgow, he joined HSBC’s Global Fund Pricing team in 2012. During his five years at HSBC, Alistair undertook his CISI Investment qualifications.

In May 2017, Alistair joined Speirs & Jeffrey where he worked initially as a suitability manager before moving to the investment team in 2018. He is a Chartered Fellow of the Chartered Institute for Securities & Investment. Alistair helps look after a wide range of clients including individuals, families, trusts, pension funds and charitable organisations. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client team. She qualified as a solicitor in 2016, having trained at a Legal 500 firm in Wiltshire.

Amelia advises on all aspects of private client law including drafting and advising on trusts, powers of attorney, succession planning including drafting complex wills, and estate administration.

She has a particular interest in art and achieved a distinction in her LLM in Art, Business and Law. 

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.

Amy is an Associate Member of the Chartered Institute for Securities and Investments, having achieved the Investment Advice Diploma in 2021. She is currently working towards the completion of the Level 7 Chartered Wealth Manager Qualification.

Andrea joined Rathbones in April 2015 as an investment manager and specialises in the management of charities and private clients as well as looking after pension and trust portfolios.

Andrea started her career with Brewin Dolphin in April 2004 and has achieved her Diploma in Investment Compliance and her Private Client Investment Advice and Management qualification.  She is also a Chartered Fellow of the Chartered Institute for Securities and Investments (FCSI).

Andrea is an ambassador for Rathbones Financial Awareness training, speaking to children and young adults to provide an insight into the wider world of money and personal finance as well as an overview of the investment management industry.

In addition, she is a keen supporter of the Beatson Cancer Charity, undertaking fund-raising activities and volunteers as a support carer for South Lanarkshire Council.

Andrew joined Greenbank in 2020, he is Greenbank’s operating officer and is responsible for the operational running of Greenbank and helping to design and deliver Greenbank’s strategic growth plan.

Andrew started his financial services career in 1997 with JPMorgan. Over the last 26 years he has worked in a variety of leadership roles focussing on strategy and transformation within high growth businesses. This has been across Investment Banking, Private Banking, Corporate Finance and Management Consultancy, most recently as head of change at Investec Private Bank.

Andrew holds a BSc in Geography from Derby University.