Our People

Sachin joined Speirs & Jeffrey in 2015 having previously worked as an investment manager in the City of London.  He graduated from Imperial College London with a masters in Electrical and Electronic Engineering and holds the CISI Chartered Wealth Management qualification.  Sachin is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Sachin works closely with Tom Brown, managing portfolios for a wide range of private clients, charities and trusts. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.

He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management.

Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020. 

Sally joined Rathbones in July 2023 after 18 years working at Investec Wealth & Investment, gaining extensive experience in both Investment Management and Financial Planning during that time.

Sally performs the role of Assistant Investment Manager for of a variety of client portfolios; working predominantly with IFAs.

Sally has a degree in Geography and is an Associate member of the Chartered Institute for Securities and Investment, achieving the Diploma in Investment Advice (Securities) in 2005 and the Diploma in Investment Advice (Financial Planning & Advice) in 2020.

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma.

Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years.  Samantha started her career at Lazard Asset Management.  Throughout her career she has looked after large family groups and both public and private charities.  She specialises in succession planning for large family groups and divorce.

Samantha has a degree in French and Management Studies from Reading University where she also spent one year at l’IAE de Poitiers studying for a MBA.

Sammy is co-manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to hedge funds, institutional and private clients. Sammy is a graduate of both Edinburgh and Cambridge University where he completed an MA in 2001.

Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid-cap companies and later moved to Investec Wealth & Investment.

Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

After qualifying as a tax technician, Sarah predominantly gave advice to owner manager businesses and companies. However, since joining Rathbones she has specialised in Personal Taxation and Inheritance Tax.