Our people

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Kate Palmer

Investment manager
Kate Palmer head shot - Rathbone Investment Management
Kate Palmer
Investment manager

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 Pettem

Investment Analyst
Kate Pettem head shot - Rathbone Investment Management
Kate Pettem
Investment Analyst

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

Assistant investment manager - Rathbone Greenbank Investments
Kate Shepherd head shot - Rathbone Investment Management
Kate Shepherd
Assistant investment manager - Rathbone Greenbank Investments

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

Investment director
Keith Mackenzie head shot - Rathbone Investment Management
Keith Mackenzie
Investment director

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 Clayton

Trust manager
Kerry Clayton head shot - Rathbone Investment Management
Kerry Clayton
Trust manager

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 Shaw

Solicitor
Kerry Shaw
Solicitor

Kerry is a solicitor, having qualified with a Surrey based Legal 500 Firm of Solicitors in 2013.  Kerry advises on Wills and inheritance tax planning, powers of attorney, probate / estate administration and trust matters.

Kevin Booth

Investment director
Kevin Booth head shot - Rathbone Investment Management
Kevin Booth
Investment director

Kevin has over 30 years experience in private client fund management and has managed portfolios at Jupiter for the past 26 years. He moved to Jupiter from Rea Brothers in 1988, having previously worked at Hill Samuel and S G Warburg.

Kevin Custis

Trust director
Kevin Custis head shot - Rathbone Investment Management
Kevin Custis
Trust director

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 McKeown

Financial planning director
Kirstie Mckeown head shot - Rathbone Investment Management
Kirstie McKeown
Financial planning director

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

Investment director
Lee Barter head shot - Rathbone Investment Management
Lee Barter
Investment director

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

Investment manager
Elizabeth Barrett head shot - Rathbone Investment Management
Libby Barrett
Investment manager

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

Trust director
Linda Cousins head shot - Rathbone Investment Management
Linda Cousins
Trust director

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

Investment director
Lindsay Strachan head shot - Rathbone Investment Management
Lindsay Strachan
Investment director

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 Bryceland

Investment manager
Lorraine Bryceland head shot - Rathbone Investment Management
Lorraine Bryceland
Investment manager

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 Hudson

Investment director
Louise Hudson head shot - Rathbone Investment Management
Louise Hudson
Investment director

Louise Hudson is an investment director, managing a variety of portfolios on behalf of private clients and trustees including taxable, ISA, SIPP, trust and charity mandates.

Louise is a graduate of Durham University and a chartered fellow of the Chartered Institute for Securities & Investment. She has over thirty years’ experience in the investment industry having started her career at The River Plate and General Investment Trust, and having spent some fifteen years at Cazenove & Co. In Cambridge she worked for Gerrards and NW Brown before joining Rathbones.

Lyndsay Lynch

Tax manager
Lyndsay Lynch head shot - Rathbone Investment Management
Lyndsay Lynch
Tax manager

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 Holden-Craufurd

Investment director
Marcus Holden-Craufurd head shot - Rathbone Investment Management
Marcus Holden-Craufurd
Investment director

Marcus Holden-Craufurd is an investment director and is a Chartered Fellow of the Chartered Institute for Securities and Investment. Marcus joined the company in April 2006 following Rathbones' acquisition of Dexia's UK private banking business. During his time with Dexia, Marcus managed investments on behalf of private clients, personal pension schemes, trusts and charities. He also ran the Dexia multi-manager service - a service that he brought with him to Rathbones.

Marcus commenced his investment career with Ely Fund Managers, an independent private client boutique. Throughout this period he was actively involved in research and stock selection as well as the management of investments and was the research manager for the investment trust sector. Prior to his career in the financial services, Marcus served a regular commission with The Life Guards.

Marcus Hutchings

Investment director
Marcus Hutchings head shot - Rathbone Investment Management
Marcus Hutchings
Investment director

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 Holloway

Investment director
Mark Holloway head shot - Rathbone Investment Management
Mark Holloway
Investment director

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

Director - corporate development
Mark Luboff head shot - Rathbone Investment Management
Mark Luboff
Director - corporate development

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 Winchester

Regional director
Mark Winchester head shot - Rathbone Investment Management
Mark Winchester
Regional director

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

Investment director
Martha Back head shot - Rathbone Investment Management
Martha Back
Investment director

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.

Martin Vanstone

Investment director
Martin Vanstone head shot - Rathbone Investment Management
Martin Vanstone
Investment director

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

Research Administrator
Mary Sheehan head shot - Rathbone Investment Management
Mary Sheehan
Research Administrator

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

Engagement manager for Rathbone Greenbank Investments and stewardship director for Rathbones
Matt Crossman head shot - Rathbone Investment Management
Matt Crossman
Engagement manager for Rathbone Greenbank Investments and stewardship director for Rathbones

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.

Matt Hardy

Investment sales consultant
Matt Hardy head shot - Rathbone Investment Management
Matt Hardy
Investment sales consultant

Matt is an Investment Sales Consultant working alongside Ben Johnson; and is responsible for client relationships and sales within the South West, South Wales and the West Midlands. Before joining Rathbones in 2015, Matt spent 3 years at Fidelity Worldwide Investment supporting IFA’s and Brokers in sales & client services. Matt holds a BA (Hons) degree in Business & Finance from the University of Greenwich.

Matt Hawkins

Financial planning director
Matt Hawkins head shot - Rathbone Investment Management
Matt Hawkins
Financial planning director

Matt joined Rathbones in January 2013 and has nearly 15 years IFA experience within some of the leading global professional firms where he has worked with CEOs and Senior Executives of some of the UK's leading companies, Partners of professional firms and entrepreneurs. He has worked with FTSE listed companies on implementing and communicating complex pension changes for their employees. His areas of specialism include pre and post pensions solutions, complex tax and succession planning, and protection.

Matthew Field

Investment manager
Matthew Field head shot - Rathbone Investment Management
Matthew Field
Investment manager

Matthew Field has over nine years investment management experience. Having previously worked at Quilter & Co, he joined Rathbones’ Birmingham office to add to the team spearheading growth in this region. Matthew specialises in providing and managing bespoke investment solutions for SIPPs/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and friendly societies.

Matthew holds an honours degree in economics from the University of Liverpool and is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Matthew Haworth

Investment director
Matthew Haworth head shot - Rathbone Investment Management
Matthew Haworth
Investment director

Matthew joined Rathbones as an Investment Director in June 2014.  He specialises in managing investment portfolios for private clients, pension funds, trusts, charities and private companies. 

Matthew began his career in 1994 at Robson Cotterell which went on to become part of Charles Stanley in 2002.  He was an investment manager at Deutsche Bank Asset & Wealth Management for 6 ½ years before joining Rathbones. 

Matthew is an individually Chartered Fellow of the Chartered Institute for Securities and Investment and is also a Chartered Wealth Manager.  He was named as one of the Top 40 under 40 UK investment professionals by PAM in 2011.

Matthew Sutton

Client director, Rathbone Investment Management International
Matthew Sutton head shot - Rathbone Investment Management
Matthew Sutton
Client director, Rathbone Investment Management International

Matthew Sutton is a client director at Rathbone Investment Management International. He has worked in the private client investment management industry for over 35 years, most recently as a director of Cazenove Capital in Jersey. In that time he has worked closely with trust companies, consultants, individuals and their advisers providing solutions in investment management, banking and debt structuring. Matthew is a Chartered Member of the Chartered Institute for Securities and Investment. He holds the Diploma in Company Direction from the Institute of Directors, a Postgraduate Diploma in Marketing from the Chartered Institute of Marketing, and the Banking Diploma from the Chartered Institute of Bankers.

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