Our people

Lucy is an assistant investment manager and joined Greenbank in 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

Dominic joined Greenbank in 2020 and is an Investment Manager, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He has a first-class Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley before heading to Close Brothers Asset Management.

Dominic is a Chartered Financial Analyst (CFA) Charterholder and a holder of the CISI Level 4 Investment Advice Diploma.

I manage a wide range of bespoke, multicurrency portfolios for ultra-high-net-worth, globally minded clients including portfolios in their personal names, trusts, companies or pensions. I have a particular focus on South African clients, whom I visit regularly, but I also manage a number of UK-based clients, particularly those with a global outlook. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Tom is a Chartered Fellow of the Securities and Investment Institute and a Chartered Wealth Manager. He is part of the team that transferred to Rathbones from Deutsche Bank in May 2014 and before Deutsche Bank Tom was a private client manager at Brown Shipley.

As an investment director, Tom manages portfolios for private clients, pension funds, charities and trusts. He holds a MSc in Industrial Relations from Manchester Business School and a BSc in Management Studies from the University of Manchester (UMIST).

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School. Jonathan has 34 years’ private client management experience, is a Fellow of the Chartered Institute for Securities and Investment and chairs the company’s Investment Committee. He joined Rathbones Investment Management International in January 2006.

I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients. To ensure the best possible outcome for my clients I work closely with my experienced colleagues, Financial Planners and Investec's in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Peter is an investment director and Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). He joined Rathbones in 2014 prior to which he had been a partner of Smith & Williamson Investment Management Ltd where he had been for some 20 years. At Smith & Williamson he provided investment support to the personal financial planning arm concentrating on pension management, fixed income investing and heading up the collective research process.

At Rathbones Peter works very closely with James Vincent and three further investment managers heading up a team looking after £1bn+ of private client, pension, charity and trust investments. The team specialise in supporting high net worth individuals and their families. As a very experienced fixed income investor, Peter also sits on the Fixed Income Committee. 

Peter speaks a number of languages and has a degree in French & Swedish with Economics. Having spent his formative years in Italy he had plenty of exposure to skiing and most alpine sports and is currently a Trustee of the Skiers Trust of Great Britain. He is a keen cyclist and when possible heads down to the family home in Cornwall for coastal walking.

James has been working in Asset Management for over 25 years and joined Rathbones Asset Management from Legal & General Investment Management in September 2024. James has also held long tenure as Head UK Retail Distribution at Jupiter Asset Management after starting his career in the sector at Invesco in 1999. His role is to manage the distribution teams at Rathbones Asset Management who service Intermediary clients, including financial advisers, wealth managers, banks, platforms, and institutions. 

James sets and monitors the strategy and delivery of the service to the intermediary clients and works with other business partners at Rathbones Asset Management to ensure customer service delivery, product governance and regulatory adherence. James is a member of The Investment Associations Sector Committee, a Member of The Investment Managers Guild and a Freeman of The City of London.

I work closely with two senior directors to manage a large client base, providing research, report writing and advice for a variety of clients. I also manage my own client base of private clients, trusts, charities and pension funds, as well as liaising with professional intermediaries such as accountants, solicitors and professional advisers.

Our team as a whole predominantly manages private clients, taxable portfolios and ISAS, JISAS, SIPPs, family trusts, small charities and some corporate accounts. In addition, we have well-established relationships with accountants and solicitors. We have a significant wealth of experience in the team with the average length of service in the wealth industry of around three decades. We offer clients a bespoke and personal service managing clients on a discretionary basis, which we have done successfully for many years.