Our People

Owen joined Rathbones through the graduate scheme in October 2019 and has since become an Assistant Investment Manager in the London office. He works together with Jane Sydenham, Nehal Desai & Jake Huson in providing discretionary investment management services for private individuals, pensions and trusts.

Owen graduated from the University of Manchester with a first-class degree in Economics in June 2019. He has since completed the CISI Investment Advice Diploma and is currently studying towards Level 2 of the CFA (Chartered Financial Analyst). Prior to joining Rathbones, Owen worked at Royal London Asset Management and Hargreaves Lansdown.

Ozge joined the Rathbones equity research team in July 2019 following the acquisition of Speirs & Jeffrey. She is responsible for generating new stock ideas to recommend to the Stock Selection Committees for both UK and overseas equities and for maintaining coverage of securities held in oil & gas and healthcare sectors. Ozge has worked as an investment analyst for Speirs Jeffrey since 2001 covering both UK and international companies as well as collective investments. Prior to joining Speirs & Jeffrey, Ozge worked as an equity analyst in Turkey for four years.

Ozge holds a BA in Economics from Bogazici University in Istanbul and an MSc in Finance from Lancaster University. She is a CFA charterholder.

Paul started his career as a branch manager with Waters Lunnis stockbrokers. Prior to joining Rathbones he worked at Vartan Ravenscroft as an investment manager for 14 years. Paul managed accounts on both an advisory and discretionary basis ranging from private clients, SIPPs, ISAs, trusts, companies and charities.  

Paul is a Chartered Fellow of the Institute for Securities & Investment and passed the Private Client Investment Advice and Management paper in 2012.

Paul is an investment director in our Exeter office and is responsible for looking after a wide range of clients including private individuals and families, trusts, charities, pensions and corporate clients. He first started in portfolio management in 1983 and joined Rathbones in 2019.

He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a former member of their Applied Wealth Management and Portfolio Construction examination boards. He is also an ex-president of the local CISI Branch in the South West.

Paul is also a trustee of Turntable, which assists people on benefits in the Exeter area, and is a keen golfer, having been chairman at his local golf club. He also sits on several boards in an advisory capacity.  He is married to Lorraine and has three adult children.

Paul is a Chartered Financial Planner with over 25 years’ experience.

He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.

Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.

In his spare time he is a director for Cranleigh Riding for the Disabled.

Paula is a highly experienced investment manager specialising in the discretionary management of private client, trust, pension and charity portfolios. Paula and her team are committed to understanding each client’s specific requirements and providing a clear and personal service of the highest quality to family members across the generations.  She works closely with clients’ trusted advisers and is a member of the Rathbones independent financial adviser team.   Paula was previously with Jupiter Private Clients where she was a senior member of the team developing an award winning investment process for advisers and their clients, then acquired by Rathbones in 2014.

Paula began her investment career at Hoare Govett moving to Invesco to build a private client investment business which was later acquired by Singer & Friedlander Investment Management. She was elected as a member of the London Stock Exchange in 1991.  Paula is a Chartered Fellow of the Securities Institute and also a Chartered Wealth Manager. She is also proud to be a trustee of the National Health Service Pensioners Trust charity. 

Perry joined Rathbones in 1999 after a career in the IT industry. He acts as adviser to Greenbank’s ethical, sustainable and impact research team, which he headed until 2021. He was responsible for establishing the team’s proprietary research database and continues to be involved in its development. He also conducts thematic research into key responsible investment issues as well as monitoring corporate performance on environmental, social and governance matters. Perry was a founder member of Greenbank in 2004.

Peter joined Saunderson House (now Rathbones Financial Planning) in 2001, having read Economics at university.  He is a Charted Financial Planner who has been authorised to provide advice since 2004, specialising in private client advice.  Outside of work he is married with two daughters and son who keep him busy, though he is also a keen sportsman and enjoys travelling.

Peter is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 2014 prior to which he had been a partner of Smith & Williamson Investment Management Ltd where he had been for some 20 years. At Smith & Williamson he provided investment support to the personal financial planning arm concentrating on pension management, fixed income investing and heading up the collective research process.

At Rathbones Peter works very closely with James Vincent and three further investment managers heading up a team looking after £1bn+ of private client, pension, charity and trust investments. The team specialise in supporting high net worth individuals and their families. As a very experienced fixed income investor, Peter also sits on the Fixed Income Committee. 

Peter speaks a number of languages and has a degree in French & Swedish with Economics. Having spent his formative years in Italy he had plenty of exposure to skiing and most alpine sports and is currently a Trustee of the Skiers Trust of Great Britain. He is a keen cyclist and when possible heads down to the family home in Cornwall for coastal walking.