Last Updated: March 19, 2026

Our services are delivered by skilled investment professionals.

Last Updated: March 20, 2026

Kim Nelson is a business development director leading asset management distribution in Scotland and Northern Ireland, responsible for engaging, supporting, and building relationships with wealth managers, financial advisers and intermediary clients across the region.

Last Updated: March 20, 2026

Lisa is the Head of Asia ex-Japan Equities and fund manager. Lisa joined from Prusik Investment Management where she was a Partner and Portfolio Manager and was instrumental in setting up and leading its sustainable investing capabilities. Prior to this she was a fund manager at Columbia Threadneedle for over a decade and led several Asia equities institutional portfolios. Lisa started her career in academic research and was a tenure track Assistant Professor in Engineering at the National University of Singapore.

Last Updated: March 20, 2026

Meet our team.

Last Updated: March 20, 2026

Meet our team.

Last Updated: March 20, 2026

Christie is assistant fund manager in the fixed income team.Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

Last Updated: March 20, 2026

Lucy is an investment manager at Rathbones Greenbank, having joined in October 2020. She graduated from Cardiff University in 2018 with a first class degree in Mathematics, Operational Research and Statistics (BSc).
Lucy specialises in ethical and sustainable portfolios for private clients, trusts and companies. Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities, and Financial Planning and Advice.

Last Updated: March 20, 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 20, 2026

Sammy co-manages the Rathbones Global Opportunities Fund with James Thomson. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan- European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.

Last Updated: March 20, 2026

Alfie is the Business Development Director at Rathbones for the East of England, supporting financial advisers with discretionary investment solutions and client-focused portfolio services.
Prior to joining Rathbones in 2016, Alfie spent 4 years at BGC Group as an interdealer bond broker specialising in UK government and corporate bonds and 1 year as a Business Development Executive at Franklin Templeton. Alfie holds the Investment Management Certificate (Level 4) and a BA (Hons) Politics degree from the University of Leeds.

Last Updated: March 20, 2026

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Last Updated: March 20, 2026

Emma joined in October 2024 as the equity research analyst for Rathbones Multi-Asset and Rathbones Greenbank Multi-Asset funds. Prior to joining Rathbones, Emma spent seven years covering the European Consumer Staples sector as an equity research analyst at RBC Capital Markets. She is a CFA charterholder and graduated from the University of Nottingham with a first in BSc Economics.