Last Updated: March 24, 2026

Vicki graduated from the University of Strathclyde in 2007 with a degree in Mathematics. After spending a couple of years working with a smaller financial firm in Glasgow, she joined Speirs & Jeffrey in April 2010. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. She was appointed an Investment Director in January 2018 and manages a wide range of client portfolios. Vicki also sits on the Glasgow Management Committee and is head of the ‘Pink Cloud’ in our Glasgow office.

Last Updated: March 24, 2026

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.

Last Updated: January 20, 2026

Marc is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Marc is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) with merit. In addition, he holds the Investment Advice Certificate (IAC) and Investment Management Certificate (IMC).

Last Updated: January 20, 2026

Rob is a Senior Investment Director at Rathbones Investment Management International in Jersey and manages multi-asset discretionary portfolios for private clients. Rob is a Chartered Fellow of the Chartered Institute for Securities and Investments, having passed the Private Client Investment Advice and Management (PCIAM) and also holding the Investment Management Certificate (IMC). Rob began his career at HSBC Asset Management in Jersey prior to taking up a secondment with HSBC Private Bank in Dubai.

Last Updated: January 19, 2026

Laura joined Rathbones in 2025, bringing over 19 years of experience in banking and investment management. She is an accomplished wealth management professional, dedicated to serving private clients, intermediaries, and institutions with tailored investment solutions that align with their goals. Laura is a Member of the Chartered Institute for Securities & Investment (CISI) and is currently preparing for the final exam of the CISI Level 7 Chartered Wealth Manager Qualification, underscoring her commitment to professional excellence.

Last Updated: January 26, 2026

Life’s major transitions whether sudden or expected can create emotional, practical and financial pressures. During these moments, having a clear, supportive financial plan can give you the confidence and space to make decisions at the right pace.
This guide outlines the key considerations across life’s major turning points, helping you move forward with clarity.

• Financial Planning
• Knowledge And Insights

Last Updated: January 26, 2026

Planning for the future is about more than financial security. It’s about shaping a legacy that reflects who you are, what you value and how you want to support the people and causes that matter to you. Clear planning helps your wealth be managed intentionally and passed on in a way that aligns with your wishes, where possible.
This guide brings together the core considerations around inheritance planning, estate structuring and legacy design, helping you make informed, confident decisions.

• Financial Planning
• Knowledge And Insights

Last Updated: January 28, 2026

With Greenland on President Trump’s bucket list of places to acquire, he’s threatened tariffs for any country opposing a “total” purchase. Stock markets are showing some nervousness, but we’re hopeful that the “Donroe Doctrine” will be another example of escalation followed by de-escalation.

• Weekly Digest
• Economics
• Financial Adviser Insights

Last Updated: January 21, 2026

George is an Investment Manager helping clients with the ongoing management of their portfolios and ensuring clients' investments help them to meet their financial goals.
He joined Rathbones in 2023 having previously worked at a boutique wealth management firm for 8 years where he also looked after private clients, charities and trusts.
George is a Fellow of the Chartered Institute for Securities and Investment.

Last Updated: January 23, 2026

Henrietta joined Rathbones as a Client Service Executive in July 2025 to assist the Strategic Partnership Team, with the responsibility of providing administrative and investment support to the team and their clients. Prior to Rathbones, Henrietta worked as a Client Relationship Manager at SPF Private Clients in London and spent the previous 10 years living in Melbourne, Australia where she held the role as an Associate Adviser for Bell Potter Securities.

Last Updated: January 23, 2026

Alex joined Investec Wealth and Investment (now Rathbones) in 2023 and works within the Strategic Partnership Team. Initially working as an Investment Administrator, he progressed to the role of Associate Investment Manager. In this capacity, Alex supports Investment Directors in constructing and managing discretionary portfolios for high-net-worth clients, focusing on portfolio implementation, performance monitoring, and tax-efficient planning. Alex is Level 4 qualified and currently working toward completing the Chartered Wealth Manager Level 7 exams.

Last Updated: January 23, 2026

Taylor is a Trainee Wealth Planner in Rathbones’ Strategic Partnership Team. He has been at Rathbones for just over two years, having previously worked at a smaller IFA in the North West. He holds Chartered and Fellowship status and he is currently studying for CFA Level II. Before moving into wealth planning, Taylor worked in accountancy and progressed through his accounting exams, which laid a strong technical foundation for his advisory work.
Outside of work, Taylor enjoys golfing and running, and can often be found at Anfield supporting the Reds.