Last Updated: June 10, 2026

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

Last Updated: June 10, 2026

As a Client Service Executive, I support the Investment Managers who focus on managing investment portfolios for private clients, charities, pensions and trusts with general admin tasks. This takes pressure off of them and allows them to focus more on ensuring their clients have a seamless experience with Rathbones. I deal with all aspects of administration and enjoy liaising with Investment Managers and IFA's on a daily basis to assist in providing the highest level of service.

Last Updated: June 10, 2026

Kitty joined Greenbank in June 2020. She has a Bsc (Hons) in Geography from the University of Gloucestershire and began her career at The New Zealand Red Cross. Kitty has completed part one of the CISI level 3 Investment Operations Certificate and is working towards completing the remaining two exams.

Last Updated: June 10, 2026

As a Senior Investment Administrator, I provide support to our team of investment managers who focus on managing investment portfolios for private clients, charities, pensions and trusts. I deal with all aspects of administration and enjoy liaising directly with both clients and financial advisers on a daily basis, to provide a high level of service.

Last Updated: June 10, 2026

Sarah joined Rathbones in July 2015 having previously worked for Quilter Cheviot as an investment administrator. She started her administrative career in 2004 in various industries and has over a decade of investment admin experience.
Sarah lives in Kent with her partner and young daughter. In her spare time she is a keen photographer having studied photography and art in Leicester.

Last Updated: June 10, 2026

As Client Service Lead, I lead the Investment Administration and Secretarial team. My role is to support the Investment Managers to enable them to provide a smooth client journey. I am also involved in the roll out of new processes to ensure we deliver our work efficiently.

Last Updated: June 10, 2026

Data centres are the beating heart of the digital economy – and the engine room behind the AI boom. But as these engines of the cloud multiply, communities are asking a simple question: who pays the price in water, electricity and quality of life? Sustainable investment analyst Neil Smith explores why local pushback is rising, and how some hyperscalers are trying to earn the trust it needs to keep building.

Last Updated: June 11, 2026

Markets turned unsettled after a red‑hot run, sparking talk of a top. We still see no case to cut equities, periods like this can bring new opportunities.

• Weekly Digest
• Economics
• Financial Adviser Insights
• Economy
• Oil
• Volatility
• Stock Market
• Insights For Charity
• Iran
• 2026

Last Updated: June 10, 2026

Claire joined Rathbones in 2021, initially working in the Chichester office, as a Client Service Executive. More recently Claire has moved to the Guildford office.
Claire has worked in the financial services industry for over 20 years, and started her career at Lloyds TSB, providing administrative support to both clients and Investment Directors. In October 2023 Claire obtained the CISI Introduction to Securities and investments qualification.

Last Updated: June 10, 2026

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

Last Updated: June 10, 2026

Joining in July 2024, Ahmed provides essential support to the investment management team through a wide range of administrative and client-facing responsibilities. His role involves managing all administrative aspects of clients - from initial account opening to the ongoing maintenance and responsive management of client requests - ensuring an efficient service experience.

Last Updated: June 10, 2026

Natalie is an Investment Administrator based in the Cheltenham office. Since joining the company in 2021, she has played a key role in supporting investment operations and client service delivery. Known for her attention to detail and proactive approach, Natalie contributes to the smooth running of investment processes and helps ensure high standards of service across the team.