Our people

Kate is head of Greenbank’s investment and ethical, sustainable and impact research teams. She helps shape and oversee the research team’s sustainable investment approach, stewardship and engagement activities and systems for the measurement and reporting of portfolio sustainability and impact performance. She is a member of Rathbones’ responsible investment committee and sponsors Rathbones Group’s social mobility inclusion network. She joined Greenbank in 2007 after graduating from the University of Bristol with a masters in philosophy and mathematics and also holds a postgraduate certificate in environmental management.

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

I'm a divisional director and team leader responsible for managing portfolios on behalf of individuals, trusts and pension funds.

Fiona joined Rathbones as an investment director in 2016. At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset investment portfolios. She is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Fiona also holds a Diploma in Financial Planning with the CII.

Having graduated from the University of Nottingham with a 2.1 BSc, Fiona began her career at State Street Global Advisors as a graduate before moving to HSBC Global Asset Management in 2002 where she worked for 14 years in the Discretionary Wealth Management division. Fiona had many roles during her career at HSBC including head of Investment Trust Committee and regional head for the southern region working closely with clients and their advisers but her primary focus has always been on giving excellent service to her clients.

Nathan manages bespoke discretionary portfolios for charities, private client, trusts, pension funds, offshore bonds and corporate clients. He is a Chartered Fellow of the Chartered Institute of Securities and Investment. Nathan works with many local and national solicitors, accountants and financial advisors. He regularly presents at charity and investment seminars, with some of these leading firms. Nathan sits on the regional Chartered Institute for Securities and Investment Committee, which represents local members at a national level.

Nathan has worked as an investment manager since 1994, starting his career at Albert .E. Sharp. Following a takeover by Old Mutual Nathan moved to Quilter, where he worked for 13 years, latterly holding the position of vice president. He was the regional charity specialist, sitting on the Quilter Charities Committee and managing a number of the company’s largest charity accounts. Nathan joined Rathbones at the start of 2013 as an investment director in the Birmingham office.

Jemima joined Rathbones in October 2020 on the Graduate Scheme. She graduated with a first class degree in Management BSc from the University of Nottingham. Jemima assists Natalie Rizzi and Henry Barnes in managing investments for private clients, trusts and pensions. 

Ned joined Rathbones in 2020, having started his career at Smith and Williamson in 2009 where he managed a range of private client, pension and trust portfolios. He was the firm’s specialist on the UK banks sector, as well as leading collective research into UK equity and alternative credit funds.

Ned graduated from the University of St Andrews in 2009, and is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Elliot is a Chartered Member of the CISI and a Chartered Wealth Manager with eight years’ experience. He manages investments for high net-worth individuals, charities, trusts, personal pension funds and the clients of financial advisers.

Elliot joined Rathbones in 2020 and works alongside Julian Masters. Prior to this, Elliot spent five years at Brewin Dolphin after graduating from Oxford Brookes University, with a BA (Hons.) in Business & Management.

Elliot is a member of the Developed Equities Collectives Committee which helps to guide on global thematic investment ideas. He is also involved in networking events for professional intermediaries.

Camilla is an Investment Manager working alongside Charles Wilcox and Achuthan Rajendra, managing discretionary investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2016 after graduating from the University of Bristol. She is a member of the Chartered Institute for Securities and Investment, holds the Investment Advice Diploma and the Chartered Wealth Management qualification.

Camilla sits on the UK Collectives and Private Equity Committee. She enjoys building strong relationships with the team’s clients, understanding their goals and providing an excellent service.

Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.

Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.

 
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

I manage and advise on investment strategy and portfolios for private individuals, pension funds, family trusts and pension funds.