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).