Last Updated: March 2, 2026

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Last Updated: March 2, 2026

James Boulter is Head of Portfolio Management for Rathbones Private Office and the Investec Strategic Partnership.
James joined Investec in 2016, and he now oversees the management of portfolios for high net worth clients for the Rathbones and Investec combined business. James specialises in Fixed Income investments, sits on the Rathbones Fixed Income Committee and is a regular contributor to CNBC’s Squawk Box Europe programme.

Last Updated: March 2, 2026

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.

Last Updated: October 14, 2025

I have worked for the company for 17 years, starting at Christows, then Williams de Broe, then Investec Wealth & Investment, and now Rathbones. I am a personal assistant for the investment directors of the Exeter office and my job is to provide secretarial support to them and the rest of the team in the office.

Last Updated: March 2, 2026

James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

Last Updated: July 22, 2025

I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.

Last Updated: July 22, 2025

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

Last Updated: August 4, 2025

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.

Last Updated: July 22, 2025

Bogdan Pop joined Greenbank in January 2023 and is a Portfolio Manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School.
Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC).

Last Updated: March 2, 2026

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care.

Last Updated: July 22, 2025

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: March 2, 2026

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.