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.

Kieran Smith

Client service executive
Kieran Smith
Client service executive

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator.

He started his administrative career in 1994 and has worked in various administration roles throughout his career.

Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Kindar Brown

Senior financial planner
Kindar Brown
Senior financial planner

Kindar joined Rathbones in 2019 with over 20 years’ experience.

Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment. She is also a qualified financial neutral through Consensus Collaboration Scotland which allows her to act in collaborative divorce cases.

Kindar is very experienced in providing clients with a holistic financial planning service including advice on matters such as tax efficient wealth structuring, retirement income planning, inheritance tax and estate planning. She has a particular interest in cashflow modelling and providing clients with the peace of mind to live their lives the way they want, unburdened by financial worries. Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients’ financial planning journey and the peace of mind it can bring.

Kirsten Douglas

Client service executive
Kirsten Douglas
Client service executive

Kirsten assists Andy Pitt and Gareth Pearl with the administration of charity portfolios. She joined Rathbones early in 2017, after previously working for JP Morgan for over 10 years in client services.

Kirsten graduated from Edinburgh University with a BA (Hons) degree in Business Management.

Kirstie McKeown

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

Kirstie joined Rathbones in February 2013 to assist in establishing the Newcastle office. Previously she spent over 25 years working for Lloyds Private Banking and Lloyds TSB Independent Financial Advisers. Kirstie is part of the specialist personal injury and Court of Protection team at Rathbones and has advised deputies and trustees in this area for over a decade.

Kirstie qualified as a Chartered Financial Planner in 2007 and became a Fellow of the Personal Finance Society in 2008.  She specialises in the provision of holistic financial planning to high-net-worth individuals.

Laura Dempsey

Financial planner
Laura Dempsey
Financial planner

Laura joined the team in 2017 and has over six years’ experience in the financial services industry.

Shortly after joining Rathbones, she completed her Diploma in Financial Planning and is currently working towards Chartered Financial Planner status.

Laura has worked for a number of financial institutions including Canada Life and Succession Group.

She assists with client meetings and the associated tasks as well as drafting certain pieces of advice.

Leah Ronayne

Investment manager, Rathbone Investment Management International
Leah Ronayne
Investment manager, Rathbone Investment Management International

Leah is an investment manager with Rathbone Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMIL. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.  

She is a Chartered Member of the Chartered Institute for Securities and Investment and qualified as a Level 7 Chartered Wealth Manager in 2019, previously passing the Level 6 Certificate in Private Client Investment Advice and Management (PCIAM) with distinction.

Lee Barter

Investment director
Lee Barter
Investment director

Lee Joined Rathbones in 2011 as an Investment Manager. He manages investments for a range of private clients, pension funds, trusts and charities.

Prior to joining Rathbones from Barclays Wealth, Lee has over 15 years’ experience within the private client investment management industry and has worked at Blackrock in the Charities division and managed private client portfolios for a number of years at Investec.

Lee is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Diploma in Investment Management.

Lee is also a member of the Rathbone Collective Committee, specialising in Asia, Emerging Markets and Commodities.

Lee Morris

Investment director
Lee Morris
Investment director

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.

 

Lee Pearce

Assistant investment manager
Lee Pearce
Assistant investment manager

Lee supports the investment team in Cambridge and provides clients with a dedicated point of contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Lee studied International Relations with Political Economy at the University of Birmingham and graduated in 2014. He is an Associate member of the Institute for Securities & Investment. Lee is studying towards his Masters in Wealth Management. In his spare time he enjoys running, cycling and bouldering.

Libby Barrett

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

Libby 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.

Lily Brooker

Client service executive
Lily Brooker
Client service executive

Lily joined Rathbones in 2020 as a client service executive having previously worked in a similar role at Brewin Dolphin for two years and formerly Brooks Macdonald. 

Lily is a Member of the Chartered Institute for Securities & Investment. She is a holder of the CISI Investment Operations Certificate and is currently studying towards the CISI Investment Advice Diploma. 

Linda Cousins

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

Linda is a 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 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. 

Ling Au-Yeung

Smaller companies analyst
Ling Au-Yeung
Smaller companies analyst

Ling is a smaller companies analyst who joined Rathbones in 2018 from Adam & Company, where she was an associate director in the investment team for 10 years.  She is responsible for providing individual stock research for smaller companies with a focus on AIM listed companies.

Prior to Rathbones, Ling worked at various investment houses including Aberdeen Asset Management, SVM Asset Management and Franklin Templeton Investments. She has also worked as a research analyst for a hedge fund in New York.

Ling holds a degree in Science Studies, where she majored in Mathematics, Statistics and Finance from the University of Strathclyde and has a masters in Management Science from the University of Kent.  She also holds a Diploma in Customer Relationship Management from the Chartered Institute of Bankers Scotland and has completed her Investment Management Certificate and Private Client Investment Advice and Management Certificate.

Lizzie Enever

Client service executive
Lizzie Enever
Client service executive

Lizzie joined Rathbones in 2019 having previously worked at Seven Investment Management as a private client assistant relationship manager for just under four years.

She has nearly ten years’ experience in back office/operation asset transfers and front office roles with Tilney Bestinvest and Octopus Investments.

Lloyd Davies

Financial planner
Lloyd Davies
Financial planner

Lloyd is a fully qualified financial planner and member of the Chartered Insurance Institute (CII), as well as holding the Certificate in Discretionary Investment Management. He has recently re-joined Rathbones after a stint working elsewhere, where he spent time advising clients on all aspects of financial planning as well as honing his skills and technical expertise.

Lloyd believes that the client relationship is the best foundation to help understand how financial planning can benefit clients in achieving their long term goals. He is passionate about all areas of financial planning with particular focus on inheritance tax and pension planning.

He is in the process of becoming a Fellow of the Personal Finance Society and outside of work plays rugby for Esher in National League 1.

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.  

Lou Scott

Client service executive
Lou Scott
Client service executive

Lou is a client service executive in our Cambridge office.

She studied English Literature at Anglia Ruskin University in Cambridge and graduated in 2016. Shortly after she joined Rathbones in December 2016 and has since completed the IOC and is now studying towards a level 4 IMC qualification.

Lou supports the investment team and provides clients with a dedicated point of contact for their non-investment needs. She also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Lucy Mimnaugh

Investment manager
Lucy Mimnaugh
Investment manager

Lucy joined Rathbones recently as an investment manager. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.  

Lucy graduated from the University of Leeds in 2011 with a 2.1 Honours Degree in Accounting & Management.  Lucy is a Chartered Fellow of the Chartered Institute for Securities and Investment and has obtained the Investment Advice Diploma and Masters in Wealth Management.  She is a Chartered Alternative Investment Analyst and holds the PMI Level 3 Award in Pension Trusteeship. Lucy has also completed an Executive MBA with Cranfield University.

 

 

Lyndsay Lynch

Senior tax manager
Lyndsay Lynch
Senior tax manager

Lyndsay is a senior tax manager, joining Rathbones in 1989 after starting her career with a local chartered accountancy firm. She leads the personal tax team based in Liverpool who also include two Chartered Tax Advisers and qualified Accountants, therefore being able to provide clients with a complete range of tax related services, to include Inheritance tax planning and corporation tax.

Lyndsay has considerable experience, specialising in personal tax compliance as it affects individuals and trusts. She is also a trustee in a personal capacity and is able to bring together expertise across all disciplines and parts of the business to ensure our clients receive the best, tailored service possible. Lyndsay is a member of the Society of Trust and Estate Practitioners (STEP).

Marcus Hutchings

Investment director
Marcus Hutchings
Investment director

Marcus 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 Cowan

Investment director
Mark Cowan headshot
Mark Cowan
Investment director

Mark is an investment director with many years of investment experience. He manages portfolios for a wide range of individuals, families, trusts, pension funds and charitable organisations.

Mark joined Speirs & Jeffrey in 1989 after studying business studies at college and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Mark Holloway

Investment director
Mark Holloway
Investment director

Mark has worked as a financial adviser and latterly as an investment manager for over 30 years. He joined Rathbones in 2015 following a 13 year career with Gerrard and Barclays Wealth.

Since 2007, Mark has worked with a large number of specialist professionals in personal injury and Court of Protection, aiding lay and public authority deputies with the wealth management and broader finances of an extremely vulnerable client base. He is a proud supporter of Headway East London, Headway Blackpool and Wyre & Fylde, raising charitable donations with his team from various events and adventures over the past decade. Mark is a member of the Chartered Institute for Securities and Investment.

Mark Luboff

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

Mark is director – corporate development and is part of the team responsible for coordinating 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

Investment director
Mark Waring
Investment director

Mark is an investment director 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 Rob Unsworth and Will Roberts. 

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

Regional director
Mark Winchester
Regional director

Mark has been the regional director since 2015, having joined Rathbones in 2001 to help open the Cambridge office. As well as being responsible for running and developing the Cambridge team, Mark has significant experience in managing private client, trust, offshore, pension fund and Charity portfolios. He has worked in the industry since his graduation in 1994.

Mark holds the CISI Diploma and has been a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) since 2000. He received the APCIMS Award for achieving the highest marks nationally that year in the Private Client Investment Advice and Management paper of the Diploma.

Mark has spent 10 years as a school governor and is now involved in the office charitable fundraising, as well as being a trustee for a local charity. Mark also spent 15 years coaching youth football and now enjoys cycling and running.

Martha Back

Investment director
Martha Back
Investment director

Martha 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

Regional director
Martin Vanstone
Regional director

Martin joined Rathbones as an investment director in 2014 before being appointed regional director in 2019.  A specialist in investments, Martin already had a strong reputation when he came to us from Williams de Broë (now Investec) and continues to build on that today.

A Chartered Member of the Securities Institute for Securities and Investment, Martin has worked in the financial services industry for over 40 years.  As well as being responsible for running and developing the Chichester team he also manages a large portfolio of investments for private clients, personal pensions, trusts, charities and company accounts.

Mary Sheehan

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

Mary 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 Beaumont

Investment director
Matt Beaumont
Investment director

Matthew has recently joined Rathbones as an investment director having over 23 years of investment experience managing portfolio for individuals, trusts, charities and pension funds at Quilter Cheviot.

He is a Chartered Fellow of the CISI as well as being a long serving committee member and ex-president of the Manchester District of the CISI. He holds a BA (Hons) degree in Accounting & Finance from the University of Manchester.

Matthew’s focus remains to work closely with the owners of the funds and their chosen professional advisers, providing the highest quality of service at all times.

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