Our people

Misha joined Rathbones in 2024, having previously worked in both private banking and law firms. She qualified as a solicitor in 2010 and has experience in private client. She primarily deals with the taxation and  administration of trusts and also prepares personal tax returns.

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

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Peter is an Investment Director in the Belfast office, specialising predominantly in the management of portfolios on behalf of individuals, families, pension funds and trusts.

He started his career with Cunningham Coates Stockbrokers, part of Smith & Williamson, before their subsequent takeover by Tilney. Peter joined Rathbones in 2023 having worked at Investec Wealth & Investment for five years. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.

Henry joined Rathbones as Investment Director in 2020 and has over 15 years of experience in managing investments for private clients, pensions, trusts and charities formerly at Tilney Group (now Evelyn Partners) and Deutsche Bank. Henry is a CFA Charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan

Sophie joined Rathbones in 2016 where she started her career as a graduate trainee. Prior to this, she graduated with a second class honours degree in Chemistry from St Edmund Hall, University of Oxford.

Sophie assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

She is a CFA Charterholder and an Associate of the Chartered Institute of Securities and Investment (CISI).

Georgina is an investment director, looking after portfolios for private clients, their personal pension funds and trusts.  She specialises in charity investment management and, in addition to running local Trustee training events, is an experienced Trustee herself. She sits on a number of Rathbones Committees, both at a local and group level, and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Georgina graduated from Newcastle University in 1999 and spent a short time working for Rowe Price Flemings as a research assistant. She joined Rathbones in 2000 as a graduate trainee and has been managing money for some of her clients for over 20 years.  She is passionate about building a close relationship with her clients, strongly believing that this is the cornerstone to achieving their aims.

I typically help my clients and their families make informed decisions on their financial goals with the objective to maintain their desired lifestyle. This encompasses all areas of financial planning with a particular emphasis towards retirement and inheritance tax planning. My focus is to provide clients with peace of mind over their financial affairs, whilst ensuring their investments are structured in the most tax-efficient manner.

I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients' individual goals and objectives.

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs. I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.

Ed joined the team in 2019 as a Trainee Investment Manager. He graduated from the University of Exeter in 2017 with a degree in Politics. He also holds the Investment Advice Diploma and is working towards the CFA.