Our People

Drawing on over 20 years’ experience, I provide advice to high-net-worth individuals and their families on their investments and achieving their financial goals.  

My role is to free those I work with from the burden of making complex personal and financial decisions on their own and without assistance, connecting people where it is appropriate and where those networks can create positive value.

For each client I lead a team of experienced colleagues who have a commitment to integrity and client focused service, leveraging deep market insights and a holistic approach to help build and protect wealth. We demonstrate a more empathetic approach to the range of emotional and pragmatic decisions our clients need to make and we are dedicated to empowering those clients with the knowledge and confidence to navigate complex financial landscapes. 

As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.

Kate is head of Greenbank’s investment and ethical, sustainable and impact research teams. She helps shape and oversee the research team’s sustainable investment approach, stewardship and engagement activities and systems for the measurement and reporting of portfolio sustainability and impact performance. She is a member of Rathbones’ responsible investment committee and sponsors Rathbones Group’s social mobility inclusion network. She joined Greenbank in 2007 after graduating from the University of Bristol with a masters in philosophy and mathematics and also holds a postgraduate certificate in environmental management.

Kate joined Rathbones as an Investment Director in 2016 and is based in our Winchester office. She concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset portfolios. Within Rathbones, Kate sits on various committees including our Vulnerable Client Panel as well as specialist teams focussed on supporting Entrepreneurs and Divorcee clients.

Kate’s career started at Bordier UK in London in 2005 where she trained and became an Investment Manager. She also sat on the Investment Committee at Bordier and was Head of Structured Products.

Prior to Bordier, she graduated from the University of Manchester with an honours degree in Economics specialising in Accounting and Finance. Before achieving the Masters in Wealth Management. She was named in the Top 30 under 30 in 2013 and more recently in 2022 was the Citywealth Investment Manager of the Year, Gold.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.

My priority is to address the needs of clients who wish to invest in stock markets through a bespoke investment portfolio specifically tailored to their needs and wishes. I can create a portfolio at the outset or take over the management of an existing one on their behalf, spending time discussing appropriate investment objectives and degree of risk which should be followed. In doing so their investment portfolio should deliver over the years ahead, proving to be a valuable asset in their overall wealth regime. I am a firm believer in the importance of establishing a strong working rapport with my clients which range from individuals, trusts, charitable trusts and personal pension schemes.

Kazuki joined Rathbones as a Junior ESG Analyst in January 2021. Prior to joining Rathbones, Kazuki had roles on an equity trading desk at Credit Suisse in Tokyo, and on a fixed-income futures trading desk at HSBC in London. Kazuki has a BA in Oriental Studies from the University of Oxford, and passed the CFA Level 1 exam in July 2021.

Keith is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities.

He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.