Our people

Toby Saunders joined Rathbones in 2024 as an Investment Director, bringing over a decade of experience in wealth management. He works closely with individuals, families, charities, trusts, and pension schemes to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their investment decisions.

Toby began his career at J M Finn, where he trained as an Investment Manager, before moving to Quilter Cheviot in 2018. He holds a degree in Neuroscience from the University of Manchester and is a Chartered Wealth Manager.

His specialist areas include pensions (including NHS and armed forces schemes), inheritance and family planning, responsible investing, and business exit strategies. Toby is also a Trustee of a local charity and an active member of the Bristol Junior Chamber. Outside of work, he enjoys long-distance running, playing football, and philosophy.

Laura is an investment director with 10 years of experience helping not-for-profit clients invest in line with their values and ethics. Laura graduated with an undergraduate and master's degree in Geographical Sciences from the University of Bristol and is a Chartered Financial Analyst (CFA) Charterholder. She began her career at Barclays Wealth then moved to Saunderson House followed by CCLA before joining Greenbank in 2022. Laura also sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent investment adviser.

Cameron joined the Greenbank investment research team in 2022 and is an investment analyst, responsible for ethical and sustainable investment research, coverage, appraisal and generating new stock ideas to recommend to the Stock Selection Committee for UK and overseas equities. 

He began his career at PwC where he spent 3 years in Financial Assurance and another 3 years in ESG Assurance. Cameron holds a BSc (Hons) in Accounting and Finance from Birmingham University, an MSc (Hons) in International Management from Exeter University and is a chartered accountant (ACA) with the Institute of Chartered Accountants in England and Wales.

Lauren joined Greenbank in 2024 as an Ethical, Sustainable, and Impact Researcher. She is responsible for evaluating investments against a comprehensive range of environmental, social, and governance criteria, and conducting in-depth thematic research on emerging responsible investment issues. She has a strong background in environmental research, climate policy, and sustainability consulting, having worked at PwC and an economic consultancy firm. 

Lauren holds a B.A. (Mod) in Economics and Social Studies from Trinity College Dublin and an MSc in Environmental Economics and Climate Change from the London School of Economics and Political Science.

I joined the Bournemouth office in July 2018 as an Investment Administrator. I work within a team that manage discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities and IFA clients.

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios.

With over 20 years in the Financial Services industry having worked for the likes of Brewin Dolphin and Investec Wealth & Investment, Richard has developed a deep understanding of client needs and operational processes, working closely with Investment Managers to maintain high service standards. He prides himself on being responsive, detail-oriented, and committed to building long-term client relationships.

I work within a team managing discretionary portfolios for a range of clients including private clients, IFA clients, pension schemes, trusts and charities. I am here to help clients with any administration queries should they need my assistance and to provide a point of contact within the team.

Kyle joined the Bournemouth office in 2022 as an Investment Administration Apprentice, as Bournemouth's first apprentice. After a year and a half, he had passed his qualification with Multiverse and became a full time Investment Administrator in the Bournemouth office. Kyle is now studying towards his Investment Advice Diploma.

Kerry has worked for the company since 2011 initially in the Reigate office, but since its closure is now located at the Guildford office. Previous roles include Royal Sun Alliance since school leaver age, followed by the NHS Litigation Authority for the majority of her working career in secretarial and administrative roles.

Cameron joined Greenbank in May 2023, following a year of working at Rathbones as an Administrative Assistant.

Before entering the world of investments, Cameron worked in the legal industry, specialising in Wills and Probate. He now looks forward to expanding his knowledge and has recently signed up to the CISI level 3 Investment Operations Certificate.

Beth joined Rathbones in 2016 as an Administration Assistant, she was promoted to a CSE in 2018 and became a Senior CSE in 2023. She works closely with a team of three CSEs to support a desk of four Investment Directors and Managers in the Bristol office.

Beth has worked in the financial services industry for over 12 years having started her career at Rowan Dartington as well as working as a Personal Assistant.

Beth lives in North Somerset with her husband and daughter. She enjoys reading, walking, yoga and playing with her family in the garden.

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.

Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.