Our people

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.

Drawing on her experience of working with professional clients, Tamara understands the need for efficient and simple investment advice and execution. She works closely with clients to construct investment portfolios which complement their personal and professional growth, adapting to changing risk appetites through their career progression as well as developing investment strategies to complement their in-house requirements.

Tamara started her career in FX, working with institutional and private clients at Lehman Brothers, Barclays and Citi Private Bank. She transitioned to wealth management as a Private Banker, covering Family Offices, before leading the EMEA Investments team at Citi focusing on legal and financial industry clients.

Tamara graduated with an honours degree in Economics and Finance from the University of Bristol and speaks fluent Russian.

Oliver is an investment manager based in the Winchester office. He joined Rathbones in 2022 having moved from Brooks Macdonald where he worked for five years. 

Oliver graduated from Cardiff University with a first class degree in Accounting & Finance. He holds the Investment Advice Diploma (IAD) and Chartered Institute for Securities & Investment (CISI) Wealth Manager Qualification. 

Oliver sits on the UK collectives investment committee.

I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.

Sam is an investment director and joined Rathbones in 2024. Prior to Rathbones, Sam worked for twelve years at Brooks Macdonald, managing discretionary multi-asset portfolios on behalf of individuals, families, trusts, charities, corporates and pension funds.

Sam graduated from the University of Kent in 2011 with a First Class Honours Degree in Financial Economics and Econometrics. Sam is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Financial Analyst (CFA) Charterholder. He has obtained the CISI Investment Advice Diploma and CISI Diploma in Wealth Management, as well as the Chartered Financial Analyst (CFA) designation.

I am Divisional Director and lead the region of Scotland and Northern Ireland. I also manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.

I manage a wider range on investment portfolios encompassing both UK and overseas investments for UK and overseas private clients, trusts and Charities.

I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.

Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.

Neil began his career with NatWest where he covered several roles in both the private client and commercial sectors before moving to an established Accountancy practise as a trust manager.
He has extensive experience in the trust and taxation field advising many individuals and family groups.

Neil is a qualified member of the Associate of the Chartered Institute of Bankers (ACIB) and Society of Trust and Estate Practitioners (STEP).

Guy is an investment director with over 20 years’ industry experience of managing investments for a wide range of private clients, trusts, charities and corporate entities.

Having worked in London since the 1990s, Guy returned to Scotland in 2008 to help establish HSBC’s private banking operation in the country before going on to head up the Scottish Lloyds Mayfair Private Banking team. He joined Rathbones in January 2021, having been an investment director at Tcam Asset Management until 7IM acquired the business in 2018.

He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

David graduated in 1987 having read law at The University of Liverpool. David has spent his whole professional career working in Liverpool. His career started in Investment Management in Liverpool with Rensburg & Co where he trained as an equity and bond analyst before moving to portfolio management responsibilities for HNW private clients, pension funds and charities. He now is a Senior Investment Director in the Liverpool office of Rathbones and a Chartered Fellow of the Securities Institute. David served on the board of Edge Hill University for several years. A passionate ambassador for Liverpool David is currently the chair of Professional Liverpool and sits on the board at Liverpool Institute of Performing Arts (LIPA).

David is married with three adult children, is interested in most sports having played rugby league in his youth and also plays guitar in a band in his spare time!

Graeme is an investment director and manages portfolios for a broad range of clients. With a background in research, he continues to take a considerable interest in smaller companies in the building, construction and real estate sectors.

Graeme graduated from Glasgow University with a law degree and joined Speirs & Jeffrey in 1986. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.