Our People

Justine has a vast experience investing private client portfolios having been with Rathbones for more than 30 years. She is a respected member of our firm and sits on our Investment Executive Committee as well as the IFA Investment Committee.  She acts as regional co-ordinator for IFA relationships across the South, recognising the importance of a holistic approach to clients’ finances. 

Justine is active in the local area and as deputy head of Rathbones’ Winchester office she heads up our annual carol concert in the historic setting of Winchester Cathedral among other events. Many of Justine’s clients have invested with her for several generations and she sees her role as more than just managing investments. She is passionate about getting to know families and helping them grow over the years to meet both their investment goals and life ambitions.

Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe, as well as for leading thematic research into key responsible investment issues. He is also an investment analyst, responsible for ethical and sustainable equity research. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.

As a Investment administrator, my job is centred on supporting a team of investment managers in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.

I like gardening and enjoy spending time with my young son and friends.

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.

Katherine joined Rathbones in 2025 as a Client Service Executive, having previously worked for Royal Bank of Canada in the custody/Middle Office operational teams providing administrative, account opening front office client service for 20 years.

Katherine lives in Kent with her husband and children. She enjoys travelling, swimming and spending time with her family and friends.