Our People

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters. Anna joined Rathbones in 2007 as a trust accountant and became a member of the Society of Trust and Estate Practitioners in 2015. Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.  

Anna joined Rathbones in September 2020 as part of the graduate entry programme. She is an assistant investment manager supporting James Cooke with discretionary portfolio management, investment selection and client relationships. The team specialises in looking after large family structures, complex private clients, pension schemes and trusts.

Anna and the team aim to provide comfort to their clients through building strong relationships and conscientious wealth management. 

She graduated from the University of Bristol in August 2020 with a bachelor’s degree in Economics and is a Chartered Member of the Charted Institute of Securities and Investment having achieved the Investment Advice Diploma. Anna is currently studying towards the CFA (Chartered Financial Analyst) where she has passed CFA Level 1 in August 2022.

Archie joined Rathbones in 2018 as a voting and governance analyst. He supports Matt Crossman, on the stewardship team, ensuring informed proxy voting and corporate engagement activities as part of Rathbones’ stewardship policies, and helping to promote the integration of ESG within the investment process.

Prior to Rathbones, Archie worked for Oikocredit in their UK and Ireland office. During his time there, he worked as a client executive, tasked with generating capital from individuals and institutions.

Archie graduated in 2015 from the University of Edinburgh with a masters in Theology.

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.
 

Audrey joined Rathbones in early 2017 having previously worked in the industry as a client service executive at Bordier and Cie (UK) Limited. She was later promoted to a senior client service executive whilst working at Bordier.

Audrey graduated, with a 2:1 (Hons) degree, from Bristol University in 2011 and worked as an intern at an investment management firm in the City for one year.

Audrey works as a client service executive for two investment directors, Charles Wilcox and Andrew Dawson Paul.

I read Economics (BSc Hons) at City University London, followed by a Masters in Investment Management at Cass Business School, graduating in 2015. I then joined the Commercial Banking graduate scheme at Lloyds Banking Group, and subsequently joined Investec's graduate programme.

I am a Chartered Financial Analyst (CFA) Charterholder, a Chartered Alternative Analyst (CAIA) Charterholder and current a member of the Structured Products Committee.

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.

Ben joined Rathbones’ research department in 2019 as a generalist covering UK and overseas equities. Ben formerly worked for 10 years as a buy-side analyst at Manulife Asset Management with primary responsibility for the Industrials, Telecommunication Services, and Material sectors in Europe and Japan. His role there included performing in-depth company research, portfolio construction and client communication. He graduated with a 2:1 degree in English Language and Literature from Oxford in 2006 and is a Chartered Financial Analyst (CFA) charterholder.