Our People

Ann joined Rathbones in 2007 and works as a client service executive for Robert Hughes-Penney. She has more than 25 years’ experience working in the finance industry.  Prior to joining Rathbones, Ann worked for a firm of accountants/football agents specialising in professional footballers where she was responsible for managing their personal administration.

She has a certificate in Investment Administration level 3 from the Securities & Investment Institute (2009), and obtained a BA (Hons) in Humanities with Classical Studies from the Open University in 2015.

Anna is a trust director in the London office, advising high net worth families on all aspects of trust and estate matters.  Anna joined Rathbones in 2007 as a trust accountant and qualified as a Chartered Certified Accountant in 2010 before becoming a member of the Society of Trust and Estate Practitioners in 2015.  Anna’s experience of accounting and tax compliance gives her a sound understanding of all aspects of trust and estate administration which her clients value.  

Anna joined Rathbones in September 2020 as part of the graduate entry programme. She is an assistant investment manager supporting James Cooke with discretionary portfolio management, investment selection and client relationships. The team specialises in looking after large family structures, complex private clients, pension schemes and trusts.

Anna and the team aim to provide comfort to their clients through building strong relationships and conscientious wealth management. 

She graduated from the University of Bristol in August 2020 with a bachelor’s degree in Economics and is a Chartered Member of the Charted Institute of Securities and Investment having achieved the Investment Advice Diploma. Anna is currently studying towards the CFA (Chartered Financial Analyst) where she has passed CFA Level 1 in August 2022.

Archie joined Rathbones in 2018 as a voting and governance analyst. He supports Matt Crossman, on the stewardship team, ensuring informed proxy voting and corporate engagement activities as part of Rathbones’ stewardship policies, and helping to promote the integration of ESG within the investment process.

Prior to Rathbones, Archie worked for Oikocredit in their UK and Ireland office. During his time there, he worked as a client executive, tasked with generating capital from individuals and institutions.

Archie graduated in 2015 from the University of Edinburgh with a masters in Theology.

Audrey joined Rathbones in early 2017 having previously worked in the industry as a client service executive at Bordier and Cie (UK) Limited. She was later promoted to a senior client service executive whilst working at Bordier.

Audrey graduated, with a 2:1 (Hons) degree, from Bristol University in 2011 and worked as an intern at an investment management firm in the City for one year.

Audrey works as a client service executive for two investment directors, Charles Wilcox and Andrew Dawson Paul.

Ben joined Rathbones’ research department in 2019 as a generalist covering UK and overseas equities. Ben formerly worked for 10 years as a buy-side analyst at Manulife Asset Management with primary responsibility for the Industrials, Telecommunication Services, and Material sectors in Europe and Japan. His role there included performing in-depth company research, portfolio construction and client communication. He graduated with a 2:1 degree in English Language and Literature from Oxford in 2006 and is a Chartered Financial Analyst (CFA) charterholder.

Ben joined Rathbones following the acquisition of Speirs & Jeffrey, where he initially started on the trainee scheme in 2018.  

Ben is a Chartered Fellow of the Chartered Institute for Securities & Investment. He has obtained the Investment Advice Diploma in Securities & Derivatives and Chartered Wealth Manager (CWM) qualification.  Ben holds a degree in Industrial Design & Technology from Loughborough University.

Ben works predominantly with Mark Cowan and Stephanie Graham,  providing assistance for a wide range of clients including individuals, families, trusts, pension funds and charitable organisations.

Ben joined Rathbones in 2023 as an Investment Director advising private individuals, their families and business interests. He prides himself on building close relationships with clients, working collegiately with other professionals to form part of a trusted team delivering the highest quality of service.

Ben graduated over a decade ago from the University of Edinburgh with a Masters in Economics and remained in Edinburgh for the first five years of his wealth management career before returning to the North West.

He is a Chartered Fellow of the CISI and a Chartered Wealth Manager. Ben was named in Citywealth Leaders 2019 Future Leaders Top 100 Super Advisors and also in the Citywealth Leaders 2019 Investment Director of the Year.

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.