Last Updated: March 16, 2026

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Last Updated: March 16, 2026

Neil is an investment director and has more than 20 years of investment experience. Neil started his career at Rathbones in 1998, before joining Tilney in 2000 and then Cazenove in 2002, where he spent nearly 17 years.
Neil is a Chartered Fellow of the Chartered Institute for Securities and Investment. Neil manages discretionary investment portfolios for private clients, pensions, trusts, and charities, working with clients and their advisers.

Last Updated: March 16, 2026

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

Last Updated: March 16, 2026

Daniel is an Investment Manager and joined Rathbones in 2018. He graduated from the University of Hertfordshire and achieved a first class honours degree in Mathematics (BSc).
Daniel is part of a team that manages over £1.5bn in assets for private clients, charities and trusts.
He is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the Level 7 Chartered Wealth Manager (CWM) qualification and the Level 7 Diploma in Advanced Financial Planning.

Last Updated: March 16, 2026

Lawrence joined the financial services industry in 1998 after reading Law at University, and having initially set out to train as a pilot. Following a decade as the leading financial and investment adviser at a major private bank, a further 10 years as Director of a specialist Independent Financial Advisory firm, and having completed an investment weighted MBA and external study on wealth management for professionals, he now continues his career as Financial Planning Director at Rathbones.

Last Updated: March 16, 2026

Robert joined Rathbones in 2014 as an investment director. He started his investment career over 20 years ago at Coutts & Co as a portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

Last Updated: March 16, 2026

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

Last Updated: March 16, 2026

Christopher is an investment director based in the Winchester office. He specialises in managing portfolios for private individuals including the investments held in their associated trusts, pension funds, private companies and charities.

Last Updated: March 16, 2026

David is a Senior Investment Director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities.
David joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a first class honours degree in Economics and Finance.

Last Updated: March 16, 2026

Our investment approach combines personal relationships, tailored portfolios, and flexible strategies to help you meet your long-term financial goals.

• Investment Approach

Last Updated: March 16, 2026

Jonathan is an investment director at Greenbank, specialising in managing tailored investment portfolios with a focus on sustainability, impact and ESG considerations. He started his career as an investment adviser at Tilney Investment Management and has since held roles at Close Brothers Asset Management and Sanlam Private Office, working with both private clients and professional intermediaries.

Last Updated: March 16, 2026

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