Our People

Graham is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.
Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.

Grant graduated from Heriot-Watt University in 2014 with a first class degree in Business Management with Marketing. After working for Merck in the pharmaceutical industry, Grant completed the CFA UK’s Investment Management Certificate. In 2016 Grant joined Carbon Financial Partners as a graduate trainee and completed the Diploma in Regulated Financial Planning in 2017. Since joining Rathbones in 2018 as a client service executive, he passed the CII Advanced Diploma in Financial Planning and was later promoted to financial planning assistant. Grant then became a financial planner at Rathbones after completing our internal training programme and he now provides holistic financial planning to clients looking for answers to ‘big picture’ questions often concerning retirement goals, intergenerational wealth planning and protection needs. Grant is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.

Grant has almost 20 years experience in the industry having joined Glasgow stockbrokers Stirling Hendry in 1995 whilst still at university. Starting on the firm's graduate trainee programme, he progressed to the role of investment manager looking after a variety of private clients, trusts and charities. Through a variety of mergers, the firm eventually became part of the Gerrard Group and Grant moved to Brewin Dolphin in 2005 and became an assistant director. He joined Rathbones in May 2015.

Grant is a member of the Chartered Institute for Securities and Investments. Outside of the office, his interests are running and travel.

Greg works as an assistant for Bob Szechenyi and Stuart Furzer fulfilling an administrative role on behalf of UK and offshore domiciled individuals, companies and trusts.

Greg joined Rathbones in 2001, within the London Middle Office, from Bank of New York where he was a senior administrator. He has worked in the industry since 1995, having previously worked for the Public Trust Office prior to joining BONY.

He is a Associate of the Chartered Institute for Securities & Investment.

Greg is an experienced financial planner who enjoys working closely with his clients on  all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning.

Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.

Guy is an investment director with over 20 years’ industry experience of managing investments for a wide range of private clients, trusts, charities and corporate entities.

Having worked in London since the 1990s, Guy returned to Scotland in 2008 to help establish HSBC’s private banking operation in the country before going on to head up the Scottish Lloyds Mayfair Private Banking team. He joined Rathbones in January 2021, having been an investment director at Tcam Asset Management until 7IM acquired the business in 2018.

He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Hannah began her career at Rathbones in 2014, carrying out various roles in Operations before moving to Investment Risk where she worked for 4 years monitoring Investment Managers and conducting project work implementing industry regulation. Hannah moved to her role as Assistant Investment Manager in March 2020.

Hannah holds an honours degree in Anatomy and Human Biology from the University of Liverpool. She has completed the Investment Advice Diploma and holds the CISI Chartered Wealth Manager qualification.

Harry joined Rathbones in April 2018 having graduated from the University of Leeds with a BSc (Hons) in Biochemistry.

His role as an investment manager involves managing portfolios on behalf of a diverse range of clients which include private clients, personal pensions, family investment companies, charities, trusts and international clients. Harry also has experience managing unit trusts for larger mandates. 

Harry is a Chartered Financial Analyst (CFA) and an Associate of the Chartered Institute for Investments and Securities having completed the Investment Advice Diploma (Securities).

Harry is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities. Harry joined Rathbones in 2021, having previously worked as an Investment Administrator at Quilter Cheviot for over 4 years. Harry is a member of the Chartered Institute for Securities and Investments (CISI), and is working towards the Level 4 Investment Advice Diploma.