Matt is an investment director managing discretionary portfolios for private clients, trusts and charities.

Matt started his investment career with Baring Asset Management in 2000 and was most recently Head of UK Domestic Investment Management at SG Kleinwort Hambros.

Matt is a graduate of the University of Birmingham, holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). 

Victoria provides administrative and investment support to the team and their clients.

Victoria began her career in financial services in 2021 at Rathbones’ Exeter office. As part of her role, Victoria was responsible for liaising with clients and external financial advisers and handling all administrative matters pertaining to the management of clients’ investment affairs.

Prior to joining Rathbones, Victoria worked as a medical secretary at the Royal Devon & Exeter Hospital. The role required attention to detail, discretion and strong organisational skills – all of which she brings to her work supporting our clients and advisers.

Laura MacRae joined the Greenbank team as a Trainee Investment Manager in 2023, bringing with her early career experience from the banking sector, having previously worked at Handelsbanken in Exeter.

She holds a BSc (Hons) in Economics and Geography from the University of Birmingham, graduating in 2021. Laura is currently working towards the CISI Level 4 Investment Advice Diploma as part of her professional development.

Imogen serves as a vital support to our Cheltenham team, ensuring day-to-day functions run seamlessly and efficiently. In the role of Team Assistant, Imogen manages scheduling, coordinates meetings & events, and ensures smooth execution of core operational tasks. Imogen also works alongside our Portfolio Managers, and provides administrative support to them.

Sophie joined Rathbones in 2018 bringing with her a strong foundation in a client-focused approach. She is now a Chartered Investment Manager, providing fully discretionary and bespoke portfolio management services to a diverse range of clients, including private individuals, companies, trusts, and charities.

With over 13 years of experience in the financial services industry, Sophie previously worked at Coutts, where she supported high-net-worth individuals. She holds the Level 7 Chartered Wealth Manager accreditation and also studied finance during her final year at Bournemouth University, combining academic knowledge with practical expertise.

Outside of her professional life, Sophie enjoys quality time with her family and exploring new spots for dog walks. She also has a passion for reading, cooking, and staying active at the gym, all of which provide a healthy balance to her busy work life.

Gareth is an Investment Director at Rathbones Investment Managers with over 20 years of experience in wealth management. He specialises in delivering personalised investment strategies tailored to the unique needs and goals of individuals and families. Gareth provides clear and transparent guidance to help clients navigate complex markets with confidence.

He works closely with financial advisers and accountants to ensure investment strategies complement broader financial and tax considerations, offering a comprehensive approach to wealth management.

A Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Gareth is committed to maintaining the highest professional and ethical standards.

Passionate about helping clients achieve peace of mind, Gareth applies a disciplined and adaptive approach focused on optimising growth opportunities while managing risk effectively.

Outside work, Gareth enjoys football and kickboxing.