Alison Maillardet-O'Neill

Alison is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) with over 20 years of experience in wealth management. As a Senior Investment Director at Rathbones, she specialises in creating and managing bespoke investment portfolios for individuals, families, trusts (including personal injury trusts), pension funds, and charities. Known for her thoughtful and down-to-earth approach, Alison works closely with clients and professional advisers to ensure financial goals are met with care and precision. Her career spans respected firms including Greig Middleton, Gerrard, Barclays, and Investec, giving her a broad and deep understanding of the industry. Alison is also part of the Edinburgh Management & Leadership Team, contributing to the strategic direction and operations of the office. Outside of work, she enjoys golfing in local competitions and finds joy in cooking and crocheting handmade gifts for her granddaughter.