Our People

Simon is a regional director and the head of office for Edinburgh. He has managed investments for private individuals, trusts, pension funds and charities for 17 years and is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Simon began his investment career with Albert E. Sharp in 2001. After completing his training, he moved back north of the border to work at Brewin Dolphin in Edinburgh, before joining Rathbones in 2006. Simon looks after some £525m of client funds and chairs the Groups Self Invested Personal Pension Committee. The other investment directors on his team are John Gunn, Evangelos Assimakos and Keith Mackenzie. They are supported by client service executive Sarah Masterton-Hale. 

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Simon is an investment director and a member of the Institute of Chartered Accountants in England and Wales (ICAEW), a  Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and an IMC member of the CFA Society of the UK.

Simon joined Rathbones in April 2006 as a result of the acquisition of Ely Fund Managers (Part of the Dexia Group). Simon qualified as a Chartered Accountant with Binder Hamlyn in 1983 since when he has chalked up over 25 years stock-market experience in the City and overseas working for a number of leading UK and international stockbrokers before joining Ely Fund Managers in 2002.

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.

Sophie is responsible for internal communications at Rathbones Group plc and media relations for Rathbone Investment Management. With a PR agency background, she has also worked in-house at global organisations including Freshfields Bruckhaus Deringer, White & Case and Alstom. She graduated from the University of Bath with a degree in International Management and French and was a Deloitte Scholar.

Sophie joined Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment. She holds an MSc from Imperial College London in Environmental Technology and a BSc in Geographical Sciences from the University of Bristol.

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).

Stephanie is an investment director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.

Stephanie graduated with an honours degree in Law from the University of Edinburgh and started her career as a solicitor, working at leading national firm Brodies and the Royal Bank of Scotland. She moved into investment banking at Barclays Capital before joining Speirs & Jeffrey over a decade ago to focus on investment management. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.