My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors. Through detailed discussions and working in partnership with the adviser, I am able to position their investments appropriately using the strength of our research capabilities and expertise. My responsibilities extend across a wide spectrum of clients from individuals and pension funds, to trusts and a number of charity accounts.

I assist with the investment administration and any specific administrative projects within the team.

I work within the Investment Management Team, where I assist Investment Managers in managing Discretionary Portfolios for a wide range of individuals, pensions, trusts and charities. With a background in financial advice, I have first hand experience in both Financial Planning and Investment Management. I primarily work alongside George Hunt and Mary Young.

My role is to lead on the Governance arrangements for the IRO and ensure that the structures and processes we have in place lead to achievable, client focussed actions and outcomes. Working with the Committee Coordinators, I act as a point of contact to support the running of effective meetings. I am the point of contact for the Investment Committee and I work closely with the group of IM's who take questions and feedback to the Committee members. I regularly collaborate with the wider IW&I governance function and oversee the management of IRO policies to ensure they are kept up to date and reviewed as needed.

My role is to support our team of Investment Managers and deal with all administrative matters for clients from account opening, the day-to-day maintenance and the smooth running of client accounts. I liaise directly with clients, financial advisers and product providers on a daily basis to support with any administrative requirements.

As an Investment Administrator, 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.

Sam joined the Rathbones Cambridge office as Assistant Investment Manager in 2024. He holds a degree in Geography from the University of Plymouth and started his career in Financial Planning before moving into Investment Management. Sam holds the level 4 IAD and level 6 PCIAM qualifications and has over 7 years of industry experience. He is also pursuing the level 7 CWM qualification, continuing his ongoing commitment to professional growth in wealth management.

Pam is an investment Director, having joined Rathbones in 2024 and is based in the Cambridge office. Pam has been in the Wealth Management industry since 1986, managing investment portfolios for private clients, trusts, pension funds and charities. Before joining Rathbones Pam worked for fifteen years at Brooks Macdonald, heading up teams in both Kent and East Anglia.

Pam is a Chartered Member of the CISI, and holds the Financial Planning Certificate, Investment Management Certificate, Investment Advice Certificate, The Law Society Qualifies Person Status for Retail Branded Products and Securities and the Private Client Investment Advice and Management Certificate.

Pam is a keen cyclist, and has undertaken many challenges over the years, including London to Paris, Waterloo to Waterloo, and Around the Island (Majorca) all for worthwhile charitable causes.

Isobel is an Investment Director in the Cambridge office. Prior to joining Rathbones, she was an Investment Director at Brooks Macdonald for 11 years, firstly based in the Channel Islands and then from 2018 in the East Anglia office. She is responsible for managing investment portfolios for private individuals, pensions, trusts and charities and currently sit on the Structured Return research committee. She is a Chartered Fellow of the Institute for Securities (CISI) and Investment and hold the CISI Level 7 Diploma in Wealth Management and the CFA Certificate in ESG investing.

Nathan joined Rathbones in 2024 as an Investment Director. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and holds a First Class Honors Degree in Economics and Finance from Loughborough University.
 
Prior to joining Rathbones, Nathan was at Brooks Macdonald for 18 years, where he managed bespoke portfolios on behalf of high-net-worth individuals, charities and trusts, working alongside their financial advisers. Nathan was also responsible for the Alternatives Research sector and formalising the Graduate Trainee Programme whilst there.