Last Updated: March 2, 2026

Paula has extensive experience in creating bespoke investment strategies for private clients, trusts, pensions, and charities. She partners closely with clients and trusted advisers to develop comprehensive and tax efficient, financial plans aligned with their unique goals and circumstances.

Last Updated: January 21, 2026

Leah is an Investment Manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.

Last Updated: March 2, 2026

Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees.

Last Updated: July 22, 2025

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.

Last Updated: July 22, 2025

Last Updated: March 2, 2026

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Last Updated: July 22, 2025

Alanna joined Rathbones in 2015 having graduated with an honours degree in Economics from the University of Liverpool. Alanna specialises in personal taxation and manages a diverse client portfolio. Alanna is fluent in Cantonese.
Alanna is a qualified member of the Association of Chartered Certified Accountants (ACCA) and is currently working towards Chartered Tax Adviser (CTA) status.

Last Updated: February 5, 2026

I build and manage portfolios for private clients, trusts, companies and charities.

Last Updated: July 22, 2025

Charles Newsome has developed a solid career at Rathbones previously Investec with a focus on wealth management and helping clients meet their financial objectives. Over the past 20+ years, he has consistently delivered reliable results, prioritizing a thoughtful balance between growth and risk that aligns with each client’s unique goals. Charles's work has been recognized with the Wealth Manager of the Year award, a testament to his dedication to providing value.

Last Updated: March 2, 2026

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics. In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications.

Last Updated: March 2, 2026

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme.

Last Updated: March 2, 2026

Mark is an investment director who began his career at Rathbones in 2006. He spent the first six years working on the central dealing desk, during which time he was responsible for trading all asset classes with a particular focus on fixed interest securities. He moved to investment management in 2012 and now manages a variety of bespoke portfolios for private clients, including SIPP’s, charities, offshore bonds and family trusts, working in a team alongside Rob Unsworth and Will Roberts.