Our People

As Office Support Lead, I lead the Investment Administration and Secretarial team. My role is to support the Investment Managers to enable them to provide a smooth client journey. I am also involved in the roll out of new processes to ensure we deliver our work efficiently.

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore, trust and charity investment portfolios.

I provide administration assistance to the team and Investment Managers. We look after private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers to provide an efficient service.

Lauren started her career in management after graduating with a 1st class degree from University and has worked for Rathbones Trust Company and the Burdett Trust for Nursing since September 2021.

Lauren supports the team working closely with case managers to ensure the smooth running of the Charities’ and Trusts’ administration.

As a Trainee Investment Manager, I work closely with our Investment Managers to support them with day-to-day activities, such as portfolio management, preparation of investment reports and general client queries.

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot.  Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones. Lawrence has developed a specialism in advising partners of the leading law firms, the ‘Big Four’ and private equity firms, alongside business leaders, and aims to provide holistic support, guidance and advice to all generations of a client’s family.  As a chartered adviser that builds strong bonds with his clients, and works with them through all of their life stages, Lawrence is able to build a true understanding of his clients’ individual needs and objectives, and use his experience to build a financial plan that ensures the right decisions are made at the right time, and that goals are not just met but exceeded. Away from work, Lawrence’s spare time is devoted to his young family, a passion for motor cars, playing the organ and a continued association with CASS Business School.

I provide assistance to the Directors and Investment Managers of the Bournemouth office for a number of direct and Financial Adviser clients including Private Client, Trust and SIPP portfolios.

As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role. My aim is to add value and assist advisers in supporting their clients when making some of the most important financial decisions, for both theirs and their families' future.