Our People

Iain was appointed as non-executive director on 5 October 2021. 

Iain is a Fellow of the Institute of Chartered Accountants in England and Wales with over 35 years of experience working in the financial sector.

He was a partner at KPMG for over 24 years working with banks and other major financial services firms in both audit and advisory roles including three years leading KPMG’s banking audit practice.  His audit roles included large firms in the investment banking sector and listed firms in the wealth, asset management and insurance sectors while his advisory engagements focused on aspects of risk, regulation and internal audit.

He also served for a number of years as Chairman if the ICAEW Financial Services Faculty’s Risk and Regulation Committee and as a member of the ICAEW’s Technical Strategy Board.

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

During his long career at Saunderson House, Tony has played a key role in cultivating a culture of always putting our clients’ interests and goals at the heart of everything we do, and building a business that maintains strong client-advisor relationships – providing personal advice rather than selling products. Tony holds responsibility for setting the firm’s strategic direction, championing our conduct agenda and instilling the firm’s core values. He also plays a fundamental part in continuing to develop the company’s corporate social responsibility and staff engagement programmes. 

Tony holds the Advanced Diploma in Financial Planning and is an Associate of the Chartered Insurance Institute and is a Chartered Financial Planner. In 2017, he was a winner in the Finance Monthly CEO Awards and has led Saunderson House in its recognition through numerous awards in recent years including the Best Wealth Management Adviser in the 2017 Money Marketing Awards. 

Terri was appointed as a non-executive director in July 2018 and is chair of the risk committee.

Terri graduated with a Maths degree from Massachusetts Institute of Technology (MIT). She is currently a non-executive director on the board of Morgan Stanley International where she chairs the risk committee and is also chair of Morgan Stanley Investment Management Limited. Terri is also a non-executive director Hanover Investors Ltd and, an Associate Fellow at The Saïd Business School at Oxford University and on the MIT Corporation Visiting Committee. Previously, Terri sat on the boards of CHAPS Co and UK Operation Smile and was a founding member of the Women’s Leadership Group for the Prince’s Trust. As an executive, Terri held a number of senior roles at JP Morgan and ABN AMRO before setting up her own consultancy firm.

Sarah was appointed as a non-executive director in 2015 and chair of the Remuneration Committee in June 2017. She was appointed as a designated non-executive director for our workforce engagement in 2019 along with Colin Clark.

She started her career as a consultant at McKinsey and Company and then worked for several years in the telecoms and digital sectors, latterly as chief financial officer of the LCR Telecom Group. In 1999, she joined the internet bank Egg, the internet banking subsidiary of Prudential, where she was responsible for business development and strategy. In 2005, she joined Sanford C. Bernstein and Co, the institutional research and trading arm of Alliance Bernstein, as a banking analyst covering the European banking sector. Sarah is an adviser to early-stage technology companies, and non-executive director of Engine B Ltd.

Dharmash was appointed as non-executive director on 5 October 2021. 

He is currently a board member of The British Business Bank, Halma plc, BBC Commercial Holdings, Blow Ltd and The Premier League. 

Dharmash started his career with Procter and Gamble on their graduate programme and then went on to become a brand manager, followed by a period with Boston Consulting Group.  He spent eight years in the media as Group Managing Director of EMAP Consumer Media and EMAP Performance.

Dharmash is an experienced technology venture capitalist, entrepreneur and non-executive director. He was formerly a Partner at Balderton and Lakestar, leading investments including Revolut, Glovo, Infarm, Blockchain.com and Lovefilm amongst others.  Prior to this he was Group MD of Emap Consumer Media, where he co-led the delisting of Emap PLC from the FTSE 100. His prior board NED positions include: BBC Executive Board, Hargreaves Lansdown PLC and Dixons Retail PLC.

Richard has responsibility for investment management special projects including recruitment. He also manages a large number of client portfolios. He joined the Group Executive Committee in July 2015. 

Mike is chief executive officer of Rathbone Unit Trust Management, joining in February 2010. With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development. Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the Retail division of GT Global Asset Management and sales and marketing director of Prolific Financial Management.

Ali joined Rathbones in April 2016 and was appointed company secretary in May 2016. Prior to joining Rathbones, Ali spent nine years as director of company secretarial services at Signet Jewelers having responsibilities for a wide variety of areas and functions during this time. Ali graduated in Law and is a Fellow of Institute of Chartered Secretaries and Administrators. 

Emma joined Rathbones in July 2016 as Director of financial planning strategy to oversee the growth of the financial planning team and the development of the strategy. In October 2018 she became the Head of financial planning and has overseen a period of growth with the size of the team more than doubling.

Emma has over 20 years’ experience in financial planning having initially worked in the Financial Planning division of EY and subsequently spent 12 years at Towry where she carried out a number of different roles, seeing the business grow from 40 people to over 1,100. Emma has a degree in linguistics from Reading University and is a Chartered Financial Planner.