Our People

Abigail joined Greenbank in 2018. She started her career with Computershare Investor Services in 2011 working in the correspondence and then gilts and structured product teams.

She specialised as a dividend officer at Computershare from 2016 paying dividends for a number of FTSE 100 clients.

Adam is a Regional Director and manages investment portfolios for clients ranging from individuals and families to trusts, pension funds and charitable organisations. He joined Speirs & Jeffrey in 2010 and is a Chartered Member of the Chartered Institute for Securities & Investment.  

He graduated from the University of St Andrews with an honours degree in Business Management. He then studied for a postgraduate qualification in Investment & Finance at the University of Strathclyde before joining Speirs & Jeffrey in 2010 and becoming a director. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Adam was named in the 2021 PAM Insight UK Top 40 Under 40, which looks at the rising stars across the Wealth Management and Private Banking Industries.

Adam is an investment manager and has worked in private client investment management since 2011. He joined Rathbones in 2017 having previously worked at Redmayne-Bentley.

Adam completed a Masters in Wealth Management in 2017. This is the highest qualification the Chartered Institute for Securities and Investment offers. He graduated from University in 2008 with a 2:1 degree in Business Management with Finance and Economics.

Adam specialises in discretionary investment management for private clients, trusts, charities and personal pension funds (SIPPs). 

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Adam has over 20 years of investment experience managing portfolios for both institutional and private clients. He is a CFA charterholder and a Chartered Member of the Chartered Institute for Securities & Investment and holds a degree in Business Studies from the University of the West of England, Bristol.

Adnan joined Greenbank in October 2020 and holds a BA (Hons) in Business and Human Resource Management. He started his career in Coutts working in the credit operations department. Adnan is currently working towards his Investment Operations Certificate.

Adrian joined Rathbones in 2004 after graduating from the University of Liverpool with an honours degree in Financial Economics.

He specialises in the management of portfolios for charities, as part of Rathbones’ charity team, as well as managing private clients’ assets including ISAs, SIPPs and trusts.

Adrian is a CFA charterholder (Chartered Financial Analyst) as well as a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He is a member of Rathbones group Stock Selection Committee and chairs the Charity Fixed Income and Collectives Committee.

Alan joined Rathbones in October 2005. He became co-manager of the Rathbone Income Fund in October 2018. Alan has previously managed and co-managed a number of UK, European and global equity funds for Rathbones.

He graduated from the University of Strathclyde with an MSc Finance and also holds degrees in Accounting & Finance and Chemical Sciences from the Universities of Glasgow and Edinburgh, respectively. Alan holds the Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Alanah joined Rathbones in 2015 and has over 11 years’ experience in the industry having previously worked for Brewin Dolphin.  

She holds the both the Chartered Financial Planner designation and Fellow status from the Personal Finance Society.  She is also studying towards the Internationally recognised Financial planner TM certification from the Chartered Institute of Securities and Investment.  

Alanah is passionate about proving a holistic financial planning service including matters such as tax planning, Retirement income planning, Inheritance tax and estate planning.