Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Polly Anderson

Strategic partnership manager

Polly Anderson

Strategic partnership manager

Flexible

Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.

Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.

Rachel Lewis

Tax manager

Rachel Lewis

Tax manager

Liverpool

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Rahab Paracha

Sustainable multi-asset investment specialist

Rahab Paracha

Sustainable multi-asset investment specialist

London

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Ramsay Wilson

Client development director - Scotland

Ramsay Wilson

Client development director - Scotland

Glasgow

Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.

Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.

Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.

Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.

Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.

Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.

Randolph Churchill

Investment director

Randolph Churchill

Investment director

London

Randolph is an investment director, Chartered Accountant and is a Fellow of the Chartered Institute for Securities and Investment.  Randolph previously led an investment team at Schroders Private Bank.  Before joining Schroders, he was Director in charge of charities at Lazard Asset Management running investments for a number of larger UK charities.  He also worked at Deloitte and Touche Accountants.

After leaving school, Randolph served five years in the Royal Navy and his last appointment was as a Navigating and Operations Officer on HMS Swallow in the Hong Kong Squadron. Subsequently, Randolph attended Buckingham University where he was awarded a degree in Financial Management and Accountancy.

Until December 2016 Randolph was a Director of the Armed Services Investment Company that oversees the investment for over 100 military charities and also until December 2016 a Trustee of the Winston Churchill Memorial Trust.

Randolph is currently a Trustee of the War Memorial Trust, President of the International Churchill Society, Patron of The Biggin Hill Memorial Museum Trust, a Patron of Winston’s Wish and the JAGS Foundation.

Randolph is an investment director, Chartered Accountant and is a Fellow of the Chartered Institute for Securities and Investment.  Randolph previously led an investment team at Schroders Private Bank.  Before joining Schroders, he was Director in charge of charities at Lazard Asset Management running investments for a number of larger UK charities.  He also worked at Deloitte and Touche Accountants.

After leaving school, Randolph served five years in the Royal Navy and his last appointment was as a Navigating and Operations Officer on HMS Swallow in the Hong Kong Squadron. Subsequently, Randolph attended Buckingham University where he was awarded a degree in Financial Management and Accountancy.

Until December 2016 Randolph was a Director of the Armed Services Investment Company that oversees the investment for over 100 military charities and also until December 2016 a Trustee of the Winston Churchill Memorial Trust.

Randolph is currently a Trustee of the War Memorial Trust, President of the International Churchill Society, Patron of The Biggin Hill Memorial Museum Trust, a Patron of Winston’s Wish and the JAGS Foundation.

Raphaela Major

Assistant investment manager

Raphaela Major

Assistant investment manager

London

Raphaela is an assistant investment manager supporting Charles Sargent, Thomas Weston-Davies and Elizabeth Hart with discretionary portfolio management. The team provides personalised investment management services for private individuals, pensions and trusts. Raphaela is part of the Rathbones Financial Adviser Investment Committee which produces model portfolios and investment content for independent financial advisers.

Raphaela joined Rathbones in 2020 on the graduate program after gaining a first class degree in Geography from the University of Edinburgh. She is a Chartered Member of the CISI (Chartered Institute of Securities and Investment) having achieved the Investment Advice Diploma. Raphaela has passed the CFA (Chartered Financial Analyst) Level I exam. 

Raphaela is an assistant investment manager supporting Charles Sargent, Thomas Weston-Davies and Elizabeth Hart with discretionary portfolio management. The team provides personalised investment management services for private individuals, pensions and trusts. Raphaela is part of the Rathbones Financial Adviser Investment Committee which produces model portfolios and investment content for independent financial advisers.

Raphaela joined Rathbones in 2020 on the graduate program after gaining a first class degree in Geography from the University of Edinburgh. She is a Chartered Member of the CISI (Chartered Institute of Securities and Investment) having achieved the Investment Advice Diploma. Raphaela has passed the CFA (Chartered Financial Analyst) Level I exam. 

Rebecca Tunstall

Investment director

Rebecca Tunstall

Investment director

Exeter

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a junior investment manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

Rebecca is an investment manager working with a team managing private client portfolios, self-invested pensions schemes and charities. She is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Rebecca started her career in 2004 at Whitefoord Limited, before moving to Holden & Partners, a Wealth Management firm with an Ethical bias. Rebecca worked as a junior investment manager, where she was managing portfolios and researching investments before joining Rathbones in 2010.

Rebecca Williams

London regional manager

Rebecca Williams

London regional manager

London

Rebecca joined Rathbones in 2024 and leads a team of financial planners based in London.

Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.

Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Rebecca joined Rathbones in 2024 and leads a team of financial planners based in London.

Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.

Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Richard Cook

Senior financial planner

Richard Cook

Senior financial planner

London

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.

 

 

Richard is a Chartered Financial Planner and has over 10 years’ experience in financial planning and wealth management. He previously worked as an associate director at Coutts Private Bank where he provided holistic financial planning advice to high net worth individuals and their families. 

He believes in a tailored approach and builds long-lasting relationships with his clients, helping them to plan for the future and achieve their goals. He has experience in all areas of financial planning, including tax-efficient investing, retirement planning, financial protection and estate planning.

Richard is highly qualified, having also achieved the Certified Financial Planner and Chartered Wealth Manager accreditations. He is a Fellow of the Personal Finance Society and the Chartered Institute for Securities and Investment.