Cameron joined Greenbank in May 2023, following a year of working at Rathbones as an Administrative Assistant.

Before entering the world of investments, Cameron worked in the legal industry, specialising in Wills and Probate. He now looks forward to expanding his knowledge and has recently signed up to the CISI level 3 Investment Operations Certificate.

Beth joined Rathbones in 2016 as an Administration Assistant, she was promoted to a CSE in 2018 and became a Senior CSE in 2023. She works closely with a team of three CSEs to support a desk of four Investment Directors and Managers in the Bristol office.

Beth has worked in the financial services industry for over 12 years having started her career at Rowan Dartington as well as working as a Personal Assistant.

Beth lives in North Somerset with her husband and daughter. She enjoys reading, walking, yoga and playing with her family in the garden.

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals.

Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Outside of work, Dean embraces an active and healthy lifestyle, enjoying everything from cycling the surrounding Bristol countryside in the summer, to skiing in the Alps over the winter. Dean loves to be outdoors, to travel and explore new destinations, along with attending gigs of his favourite artists.

Angela is primarily responsible for all Front of House duties including hospitality and dealing with switchboard calls. She also assists with co-ordinating meetings and events, supporting Investment Managers and general office duties. She joined Rathbones in 2011 having previously worked at Barclays Wealth (formerly called Gerrard Investment Management) as a secretary for 10 years. Angela has over 25 years secretarial and administration experience.

Freddie started his career in financial services at the beginning of 2018 when he joined Rathbones. In his role as an investment manager, he manages client portfolios on behalf of private clients, trusts and pension funds. Freddie particularly enjoys building relationships with his clients, understanding their circumstances and goals to provide an excellent service. Freddie graduated from Queen Mary, University of London with a 2:1 in Mathematics. He is a Chartered Member of the Chartered Institute for Securities and Investment, having passed the Chartered Wealth Manager qualification.

Benny joined Rathbones in February 2025 after graduating from the University of Exeter with a first-class degree in Economics and Business. He now supports investment managers with investment decisions, discretionary portfolio management, and client relations.

Benny is currently working towards his Investment Advice Diploma and has a passion for golf and cricket amongst other sports.

Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.