Lisa joined Rathbones in 2025 as an Investment Director. She provides investment advice and manages assets on behalf of wealthy individuals, families, trusts and charities. She works closely with financial planners and tax specialists to ensure her clients’ objectives are met in the most efficient manner.

Prior to joining Rathbones Lisa spent 15 years with SG Kleinwort Hambros, where she looked after a wide range of clients, including entrepreneurs, city professionals and senior executives, especially those within the media and entertainment industry.

Lisa holds the Private Client Investment Advice and Management (PCIAM) qualification and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Laura is an Assistant Investment Manager working within the Edinburgh Office and provides investment support to Justin Armet. Laura joined Bank of Scotland Portfolio Management Service in 2008 as an Investment Administrator. She moved to Rathbones in July 2010, following the acquisition of the Bank of Scotland business from Lloyds. Laura completed her Investment Advice Diploma in 2017 before moving into a management role.

I have built an outstanding career at Investec and Rathbones, distinguished by his impressive performance in wealth management. Over the past five years, I have consistently delivered top-tier results, a testament to my skill in generating strong, reliable returns. My achievements have earned the prestigious Wealth Manager of the Year award, reflecting both my performance and commitment to excellence. My success is driven by a client-focused approach, carefully balancing growth with risk management to align investments with clients’ unique goals. My strategic insights and proactive portfolio management enable me to capitalize on opportunities and mitigate risks, setting myself apart in a competitive field. Known for my market expertise and long-term vision, my leadership has established myself as a trusted advisor, admired for my dedication to client outcomes and my ability to consistently outperform benchmarks.

I actively engages in various pursuits beyond my professional career. I manage a Premier League men’s hockey team, demonstrating my leadership and commitment to sports. Additionally, I serve as a school governor, contributing to educational governance and community development. An avid sports enthusiast, I enjoy playing tennis and sailing, and I frequently attend live events of cricket, rugby, and numerous other sports, reflecting my passion for sport.

I joined Rathbones in 2024 as a Trainee Investment Manager. My role involves supporting Investment Managers and Investment Directors with client servicing and portfolio administration, responding to client queries, and learning the intricacies of investment management. I am currently studying towards the Chartered Wealth Manager qualification with the Chartered Institute for Securities & Investments.

I began my career in 2023 with The McKnight Financial Group as a Trainee Financial Adviser, where I gained foundational experience in financial planning and client engagement.

I hold a BA (Hons) in Business & Finance from the University of the West of Scotland and an MSc in Investment Management from Heriot-Watt University. Originally from the Isle of Bute, I moved to the mainland to pursue my academic and professional ambitions.

Ailsa graduated from the University of Aberdeen in 2015 with an honours degree in Economics. Thereafter, she joined Speirs and Jeffrey which was fully integrated with Rathbones in July 2019. Ailsa is an Assistant Investment Manager working alongside Vicki Linton and Alistair Crichton. She assists in the management of portfolios for a range of clients including individuals, families, trusts, and charities.

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.