Our people

Imogen serves as a vital support to our Cheltenham team, ensuring day-to-day functions run seamlessly and efficiently. In the role of Team Assistant, Imogen manages scheduling, coordinates meetings & events, and ensures smooth execution of core operational tasks. Imogen also works alongside our Portfolio Managers, and provides administrative support to them.

Sophie joined Rathbones in 2018 bringing with her a strong foundation in a client-focused approach. She is now a Chartered Investment Manager, providing fully discretionary and bespoke portfolio management services to a diverse range of clients, including private individuals, companies, trusts, and charities.

With over 13 years of experience in the financial services industry, Sophie previously worked at Coutts, where she supported high-net-worth individuals. She holds the Level 7 Chartered Wealth Manager accreditation and also studied finance during her final year at Bournemouth University, combining academic knowledge with practical expertise.

Outside of her professional life, Sophie enjoys quality time with her family and exploring new spots for dog walks. She also has a passion for reading, cooking, and staying active at the gym, all of which provide a healthy balance to her busy work life.

Gareth is an Investment Director at Rathbones Investment Managers with over 20 years of experience in wealth management. He specialises in delivering personalised investment strategies tailored to the unique needs and goals of individuals and families. Gareth provides clear and transparent guidance to help clients navigate complex markets with confidence.

He works closely with financial advisers and accountants to ensure investment strategies complement broader financial and tax considerations, offering a comprehensive approach to wealth management.

A Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Gareth is committed to maintaining the highest professional and ethical standards.

Passionate about helping clients achieve peace of mind, Gareth applies a disciplined and adaptive approach focused on optimising growth opportunities while managing risk effectively.

Outside work, Gareth enjoys football and kickboxing.

Toby Saunders joined Rathbones in 2024 as an Investment Director, bringing over a decade of experience in wealth management. He works closely with individuals, families, charities, trusts, and pension schemes to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their investment decisions.

Toby began his career at J M Finn, where he trained as an Investment Manager, before moving to Quilter Cheviot in 2018. He holds a degree in Neuroscience from the University of Manchester and is a Chartered Wealth Manager.

His specialist areas include pensions (including NHS and armed forces schemes), inheritance and family planning, responsible investing, and business exit strategies. Toby is also a Trustee of a local charity and an active member of the Bristol Junior Chamber. Outside of work, he enjoys long-distance running, playing football, and philosophy.

Laura Hobbs, Investment Director has 15 years’ experience in financial services, with over a decade working with not for profit clients. Laura joined Rathbones as an Investment Director within the specialist Greenbank team in 2022 where she is dedicated to advising and managing investments for charity clients.

Previously Laura held positions at Brunel Pension Partnership, where she was Responsible Investment Manager for £40bn of public and private assets and at CCLA, where she was Deputy Head of Ethical and Responsible Investment. Laura started her career as an energy sector analyst and trained as a portfolio manager at Barclays Wealth.

She is a Chartered Financial Analyst (CFA) Charterholder, has the CFA Certificate in ESG Investment and has both an Undergraduate Honours Degree and Master’s Degree in Geographical Sciences from the University of Bristol. Laura also sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent sustainable investment advisor.

Cameron joined the Greenbank investment research team in 2022 and is an investment analyst, responsible for ethical and sustainable investment research, coverage, appraisal and generating new stock ideas to recommend to the Stock Selection Committee for UK and overseas equities. 

He began his career at PwC where he spent 3 years in Financial Assurance and another 3 years in ESG Assurance. Cameron holds a BSc (Hons) in Accounting and Finance from Birmingham University, an MSc (Hons) in International Management from Exeter University and is a chartered accountant (ACA) with the Institute of Chartered Accountants in England and Wales.

Lauren joined Greenbank in 2024 as an Ethical, Sustainable, and Impact Researcher. She is responsible for evaluating investments against a comprehensive range of environmental, social, and governance criteria, and conducting in-depth thematic research on emerging responsible investment issues. She has a strong background in environmental research, climate policy, and sustainability consulting, having worked at PwC and an economic consultancy firm. 

Lauren holds a B.A. (Mod) in Economics and Social Studies from Trinity College Dublin and an MSc in Environmental Economics and Climate Change from the London School of Economics and Political Science.

I joined the Bournemouth office in July 2018 as an Investment Administrator. I work within a team that manage discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities and IFA clients.

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios.

With over 20 years in the Financial Services industry having worked for the likes of Brewin Dolphin and Investec Wealth & Investment, Richard has developed a deep understanding of client needs and operational processes, working closely with Investment Managers to maintain high service standards. He prides himself on being responsive, detail-oriented, and committed to building long-term client relationships.

I work within a team managing discretionary portfolios for a range of clients including private clients, IFA clients, pension schemes, trusts and charities. I am here to help clients with any administration queries should they need my assistance and to provide a point of contact within the team.

Kyle joined the Bournemouth office in 2022 as an Investment Administration Apprentice, as Bournemouth's first apprentice. After a year and a half, he had passed his qualification with Multiverse and became a full time Investment Administrator in the Bournemouth office. Kyle is now studying towards his Investment Advice Diploma.

Kerry has worked for the company since 2011 initially in the Reigate office, but since its closure is now located at the Guildford office. Previous roles include Royal Sun Alliance since school leaver age, followed by the NHS Litigation Authority for the majority of her working career in secretarial and administrative roles.