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wealth-management
Georgios Kantzis

Georgios Kantzis

Graduate Trainee

Graduate Trainee

London

Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).

Georgios joined Rathbones in 2023 as a Graduate Trainee Investment Manager. Prior to Rathbones, Georgios graduated from Imperial College London with a MSc Finance and from the University of Munich LMU with a BSc Economics. He also holds the Level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).
Georgios Kantzis
Patricia Newell

Patricia Newell

Associate Financial Planning Director

Associate Financial Planning Director

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. 
 

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur.  
Patricia Newell
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