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Investment Insights summary: March 2026
Last Updated: June 2, 2026
Our monthly look at what’s driving global markets
Investment Insights summary: April 2026
Last Updated: June 2, 2026
Our monthly look at what’s driving global markets
Glasgow
Last Updated: June 2, 2026
Learn more about the services we offer at the Glasgow office, any local news, and find an adviser near you.
Address: George House, 50 George Square, Glasgow, G2 1EH
New clients: 0330 390 9191Existing clients: 0141 248 4311
Rathbone Global Opportunities Fund - Quarterly investment Commentary
Last Updated: June 2, 2026
Millions make retirement trade-offs to fund university costs
Last Updated: June 2, 2026
Millions are sacrificing retirement—delaying plans, cutting pensions, or lowering expectations—to help fund university costs amid rising debt concerns.
Kate Palmer
Last Updated: June 2, 2026
Kate joined Rathbones as an Investment Director in 2016 and is based in our Winchester office. She concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset portfolios. Within Rathbones, Kate sits on various committees including our Vulnerable Client Panel as well as specialist teams focused on supporting Entrepreneurs and Divorcee clients.
Ian Burrows
Last Updated: June 2, 2026
Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.
Anu Khanduja
Last Updated: June 2, 2026
Anu joined Rathbones in May 2026 and is a private client solicitor specialising in wills, trusts, estate administration and succession planning.
She advises individuals and families on a wide range of personal legal matters, helping them to structure and preserve wealth with clarity and confidence. Her work includes supporting multi-generational families and clients with cross-border interests, providing pragmatic and carefully considered advice tailored to their circumstances.
Steph Littler
Last Updated: June 2, 2026
Steph joined Rathbones in March 2022, having previously worked within the Court of Protection teams at Barclays Wealth and Brown Shipley. With over seven years’ experience in the financial services industry, Steph has developed strong expertise in supporting deputies and trustees and working with vulnerable clients.
Lucy Lepore
Last Updated: June 2, 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.
Grace Wood
Last Updated: June 2, 2026
Grace joined Rathbones in 2024 having previously worked within a client services role.
Grace provides administrative support for the team and also assists with certain data entry and drafting tasks.
Grace is currently studying for STEP to develop her knowledge and understanding more generally of the administration of trusts and estates as well as their taxation.
Private Office
Last Updated: May 13, 2026
Discover Rathbones' Private Office for tailored financial advice and portfolio management, crafting solutions to optimise wealth growth and preservation for your future.