Our people

Julian Whately qualified as a solicitor in 1974 and has practised since then, initially as a property lawyer. He joined Rathbones in 2009 as a private client specialist with a particular focus on landed estates.

Julian is an executor of a number of Wills, a trustee of many trusts, and brought with him to Rathbones his own following of clients, many of whom he has advised for a number of years.

Julie Smith is an Investment Manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  Julie is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.

Julie joined Rathbones in July 2015 following nearly 9 years with Brewin Dolphin and 5 1/2 years with Aberdeen Asset Managers in Trainee and Investment Manager roles.

Aswell as Julie’s CISI Diploma, her qualifications also include the Investment Management Certificate, Financial Planning Certificates 1, 2 and 3, and a Degree in Commerce.

Justin Armet is an Investment Director and has a broad range of investment mandates including those for private clients, SIPPs, Trusts, and local charities. Justin is a Chartered Fellow of the Chartered Institute for Securities & Investment, an Associate of the Chartered Institute of Bankers in Scotland and holds the Private Client Investment Advice & Management (PCIAM) which is a CISI Level 6 qualification.

Justin started his career in Investment Management in 1988 with Bank of Scotland, initially as a trainee Investment Manager. During his time with Bank of Scotland he was also responsible for developing & marketing the service. He joined Rathbones Edinburgh Office in 2010 following the acquisition of the Bank of Scotland business from Lloyds. 

Justine Peck is an investment director specialising in the management of private client, SIPP and trust portfolios, and manages investments for a number of local charities. Justine is a member of the Chartered Institute for Securities and Investment and has worked for Rathbones and predecessor companies since joining the firm in 1988.

Kate is a senior ethical researcher for Rathbone Greenbank, responsible for assessing the social and environmental performance of companies in addition to monitoring emerging ethical themes. She also helps co-ordinate Rathbone Greenbank’s stewardship and engagement activities. Since 2014, Kate has served on the Admissions Panel for the Social Stock Exchange, helping to assess and identify companies delivering social or environmental impact. She joined Rathbones in 2007 after graduating from the University of Bristol with a Masters in philosophy and mathematics.

Kate is an investment manager based in the Winchester office.

Her career began in London with Bordier UK (formerly Berry Asset Management) where she was responsible for managing portfolios for private clients, personal pension funds and trusts. She spent 10 years at Bordier before joining Rathbones in 2016.  

Kate is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the Masters in Wealth Management. She graduated from the University of Manchester with an honours degree in Economics. 

Kate works within the team as an investment analyst. She joined Rathbones in September 2012, having worked as a senior analyst at UBS. Originally from Canada, Kate has over thirty years of investment experience, both as a fund manager and an analyst, focussing for much of that time on North American equities. A graduate of the University of Toronto, Kate holds the Securities and Investment Institute, Certificate of Securities and is a CFA (Chartered Financial Analyst) charter-holder.

Kate Shepherd joined Rathbone Greenbank in November 2010 and she holds an MSc in finance and investment from the University of Bristol. Kate has been awarded the Investment Advice Diploma and is an associate member of the Chartered Institute for Securities & Investment.

Keith MacKenzie is an investment director, responsible for managing a number of portfolios for private individuals, personal pensions, trusts and charities.

He is a member of the Chartered Institute for Securities and Investment and holds an honours degree in Business Studies. Prior to joining Rathbones in May 2012, Keith spent four years working as an investment manager for Williams De Broe in Edinburgh having previously worked for Gerrards and Barclays Wealth.

Kerry is a trust manager joining Rathbone Trust Company in 1997. Kerry heads a team whose wealth of experience can provide trustees with trust taxation, inheritance tax compliance, accountancy and administration services for all types of trust funds. The team works closely with the Trust Company’s personal tax specialists to ensure beneficiaries receive the most tax efficient service possible.

Within the team there are probate specialists who can assist executors by obtaining probate, liaising with HM Revenue & Customs on all areas of tax compliance, preparing estate accounts and full administration services.

Kerry specialises in charity structures and as a charity trustee herself understands the responsibility this brings. Kerry is able to assist trustees with their compliance, including preparation of all types of charity accounts. She has many years of experience and is an associate member of the Association of Charity Independent Examiners. Members of her team can also help trustees with their administration, tailoring a service to suit the charity’s structure and governance.

Kerry is a Member of the Society of Trust and Estate Practitioners (STEP), a Member of the Chartered Institute for Securities & Investment (MCISI) and a Member of the Association of Accounting Technicians (AAT).

Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.

Kerry is a member of the Society of Trust and Estate Practitioners.

Kevin Custis is a director of Rathbone Trust Company Limited and specialises in trust creation, administration and associated tax advice, together with long experience of estate and personal tax planning and executorship work.

Prior to joining Rathbones in 2001 Kevin was a director of Kleinwort Benson Trustees Limited and before that a trust administrator with a leading firm of solicitors and a trust accountant with a leading firm of chartered accountants in London. Kevin is a registered trust and estate practitioner, Legal Executive and the chair of the London Central Branch of the Society of Trust and Estate Practitioners (STEP) whist serving on a number of London and nationwide STEP committees.

Kevin has been a contributing author to the Lexis Nexis Butterworth Tolley reference publications on the administration of estates and trust drafting and precedents where his subjects cover inheritance, income, and capital gains taxes, trust accounting and trust documentation. Other related positions include serving as trustee and treasurer to a number of national and local charities, and lecturing and writing on trust and estate related topics.

Kirstie joined Rathbones in February 2013 having worked for Lloyds TSB Private Banking and Lloyds TSB Independent Financial Advisers for 25 years.  She gained Fellowship of the Personal Finance Society in 2008 and specialises in providing holistic Financial Planning to High Net Worth individuals and companies on pensions, investments, protection, and tax planning matters.

Lee Barter is an investment manager and a Member of the Chartered Institute for Securities and Investment.  Lee joined Rathbones from Barclays Wealth and has over 15 years experience within the private client investment management industry. In recent years he has worked at BlackRock in the Charities division and managed private client portfolios for a number of years at Rensburg Sheppards . 

Libby Barrett joined Rathbones in 2012, after graduating from Bristol University with a first class honours degree in chemistry. She is an Associate of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma, and is also a Chartered Financial Analyst (CFA) Charterholder.

Libby specialises in managing the investments and administration of charity and private client portfolios. Within Rathbones she sits on the Developed Equities Committee, specialising in the selection of North American funds. Libby is a trustee in her own right.

Linda Cousins is trust director, joining Rathbone Trust Company Limited in March 2000 from Kleinwort Benson Private Bank. Linda is an associate of the Institute of Bankers and completed the old style Trustee Diploma, beginning her career at National Westminster Bank in 1974. At Kleinwort Benson Linda was responsible for the trusts and financial affairs of the founding families and more recently having overall responsibility for the trustee department.

Lindsay Strachan has over 30 years experience of catering for the investment needs of high net worth individuals, trusts, charities and self invested personal pension accounts.　

He has a broad experience of the investment industry having started his working life with Friends Provident Life and Pensions and moving on to be a Senior Divisional Director with Brewin Dolphin.

A Member of the Chartered Institute for Securities and Investments, Lindsay is at the forefront of the establishment of the new Rathbones office in Glasgow.　

Lorraine is an investment manager responsible for managing investment portfolios on behalf of private clients, trusts and charities. 

She has worked in investment management for over 16 years and is a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Regulation & Compliance and Private Client Investment Advice and Management examinations.  Prior to joining Rathbones, Lorraine was an Investment Manager with Brewin Dolphin, Glasgow.  

Louise is a marketing manager with 20 years strategic marketing and business development experience. She joined Rathbones in 2015 after spending the previous 3 years at law firm Kingsley Napley. Prior to that she spent 3 years at Herbert Smith Freehills and previously worked for Harbottle & Lewis, Wilmer Hale and Clyde & Co.

Louise read English at Leeds University and loves books. Originally from the Lake District, she enjoys outdoor activities and regularly escapes the City to go walking, kayaking and sailing with her two daughters. 

Lyndsay Lynch is a tax manager, joining Rathbones in 1989 after starting her tax career with a local chartered accountancy firm. Lyndsay has considerable experience, specialising in personal tax compliance as it affects individuals and trusts and enjoys all aspects of private client work. Lyndsay is a member of the Society of Trust and Estate Practitioners (STEP).

Marcus joined Rathbones in 2006 as an Investment Director following Rathbones’ acquisition of Dexia’s UK private banking business.  He manages investments on behalf of private clients, personal pension schemes, trusts and charities.  Marcus is a member of the Rathbones’ Developed Equity Fund Committee.

Prior to his career in the financial services, Marcus served a regular commission with The Life guards. 

Marcus Hutchings is an investment director specialising in private client portfolio management, associated self invested pension schemes and trusts. He also manages investment portfolios on behalf of charities.

He is a graduate of Exeter University and the Royal Military Academy Sandhurst, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. The early part of his financial career was spent at Killik & Co in London before joining Rathbones in 1997.

Mark is an Investment Director, joining Rathbones in June 2015. He has spent over 25 years in the Financial Services industry and is a member of the Chartered Institute for Securities & Investment and amongst others, holds the Private Client Investment Advice & Management papers.

Since 2007, Mark has been responsible for managing bespoke investment solutions for individuals who are under the Court of Protection (CoP) or in receipt of an award for catastrophic personal injury. Before joining Rathbones, the last 12 years have been at Gerrard Investment Management Limited who were taken over by Barclays as part of the Wealth & Investment Management division, initially as a Wealth Advisor before helping to reshape the CoP and Personal Injury Trust team.

Mark Luboff is Director – Corporate Development and is part of the team responsible for co-ordinating the M & A activities for the Group and leading Group-wide strategic projects. He qualified as a chartered accountant with Arthur Andersen & Co and is also a member of the Association of Corporate Treasurers.

Prior to joining Rathbones he spent over 16 years with Kleinwort Benson specialising in securitisation, structured finance and M & A transactions and latterly as Finance Director of Dresdner RCM Global Investors. He joined Rathbones in 2005. 

Mark Waring is an investment manager who began his career at Rathbones in 2006.  He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Helen Gerrard and Nick Jackson. 

Mark is also involved in the running Rathbones’ financial awareness programme – a national initiative which aims to increase the financial awareness of young people. As part of this programme, Mark speaks at schools and hosts financial workshops for young people who are looking to broaden their financial knowledge or seeking to pursue careers in the finance industry. 

Mark has completed the Securities Institute Diploma, is a Chartered Fellow of the Chartered Institute for Securities and Investment and is a Chartered Wealth Manager. He also holds an honours degree in English. 

Mark Winchester is regional director in the Cambridge office. He is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities. Mark has worked in the financial industry since his graduation in 1994 and he was directly involved in opening the Cambridge office for Rathbones in 2001. Mark has been a member of the Chartered Institute for Securities and Investment since 1999 and became a fellow in 2000. He received the APCIMS Award for achieving the highest marks that year in the Private Client Investment Advice and Management paper of the diploma.

Martha Back joined Rathbones as an investment director in 2016.  At Rathbones Martha concentrates on investments for private individuals, their pensions and family trusts, specialising in the management of multi asset investment portfolios.  Martha is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

Having graduated from the University of Edinburgh, Martha began her career at Cazenove, on the graduate training programme, gaining experience in all facets of the business. She concluded that a future managing individuals’ wealth suited her skill set and interest. In 2006 Martha joined HSBC Global Asset Management in the discretionary wealth division.  As a director, Martha had regional responsibility for London working closely with clients and their advisers.

Investment director Martin joined Rathbones in 2014. A specialist in investments, Martin already had a strong industry reputation when he came to us from Williams de Broë (now Investec) and continues to build on it today.

A Chartered Member of the Chartered Institute for Securities and Investment, Martin has worked in financial services for over 36 years, including the investment arm of a large high street bank.

Mary Sheehan is a Research Administrator and joined Rathbones in 2016.  Mary sits on the Research support team and is responsible for taking minutes of meetings, building relationships with external brokers, organising company meetings, creating and maintaining departmental procedures and other ad hoc project work.

Mary has over 17 years’ experience in financial services, having previously worked for Lloyds Banking Group and BGC Partners. She gained her AAT Accounting certificate in 2001 and became a full member of the Association of Accounting Technicians in 2002.

Matt Crossman is engagement manager for Rathbone Greenbank, responsible for monitoring news flow on companies, updating company profiles and analysing ethical issues. He also leads Greenbank’s engagement activity and is the secretary to the Rathbones Group corporate governance committee.

He is a graduate of the University of Bristol where he studied law, with a particular interest in the administration of environmental law, and also has post-graduate qualifications in Sustainable Development theory and practice. He is a trustee of LoveBristol, and urban regeneration charity, and served on the board of the Ecumenical Council for Corporate Responsibility between 2007 and 2012.