Gregory Winter

Greg is a Senior Director at Rathbones, where he advises business owners, professionals, and families on all aspects of wealth management. He works closely with his clients to develop bespoke financial strategies that help them build, preserve, and transfer wealth across generations.

Greg provides advice across a broad range of areas, including investment management, tax-efficient structuring, retirement planning, inheritance tax planning, and wealth preservation. He is committed to building long-term relationships, delivering clear, pragmatic advice tailored to each client’s individual objectives and circumstances.

Prior to joining Rathbones, Greg worked at Tilney Smith & Williamson. He is a Chartered Wealth Manager, a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). Greg graduated from Lancaster University with a degree in Economics & Geography.