Last Updated: September 15, 2025

Peter is an Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisors across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with nearly two decades of experience in wealth management, Peter works closely with individuals, families, trusts and their advisors, to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.

Last Updated: August 6, 2025

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

Last Updated: January 19, 2026

Charlie is a Senior Investment Director and joined Rathbones in February 2020. He manages investments for a range of private client portfolios, charities, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 20 years having started his career in corporate broking.
Charlie heads his team and works with George O'Rorke and Johanna Denbow.
Charlie holds the CISI Level 7 Diploma in Wealth Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: January 7, 2026

Lee works alongside Mark Winchester in the Cambridge office, looking after client portfolios and as a dedicated point of client contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Last Updated: August 4, 2025

I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.

Last Updated: October 27, 2025

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

Last Updated: February 9, 2026

Amy joined Rathbones in 2013. She is a specialist in providing advice to recipients of personal injury and clinical negligence awards.
She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning.

Last Updated: February 20, 2026

Harpal has almost 20 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones.
He advises recipients of personal injury settlements and their representatives the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities.
Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. he also sits on the Rathbones ETF and Passive Investment Committee.

Last Updated: July 22, 2025

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures.

Last Updated: July 22, 2025

Sam joined the Rathbones Cambridge office as Assistant Investment Manager in 2024. He holds a degree in Geography from the University of Plymouth and started his career in Financial Planning before moving into Investment Management. Sam holds the level 4 IAD and level 6 PCIAM qualifications and has over 7 years of industry experience. He is also pursuing the level 7 CWM qualification, continuing his ongoing commitment to professional growth in wealth management.

Last Updated: January 19, 2026

Having graduated with an MA in History from the University of Cambridge in 1981, Nick began his investment career with Tilney & Co, in Liverpool, where he spent 24 years. He joined Rathbones in 2011 after spending time as head of asset management with an investment boutique and with J O Hambro Capital Management in London. He was elected a member of the London Stock Exchange in 1986 and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients.