Our people

My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016. Laura graduated from Lancaster University in 2014 with a First Class Bsc (Hons) degree in Marketing. 

Edward is an investment director and a Chartered Member of the Institute for Securities and Investment. He specialises in managing portfolios for private individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years and was responsible for managing over £200 million of client assets.

I advise high net worth individuals and families on investments. My role is to help clients to achieve their financial goals. Consequently I manage a range of portfolios and pension funds. I work closely with my financial planning colleagues to optimise the tax efficiency of clients’ investment returns.

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Ben graduated from the University of York in 2009 with a BSc (Hons) in Environment, Economics and Ecology. Ben also has a Masters from the University of Leeds in Engineering Geology. He previously worked as an Environmental Manager on large national infrastructure projects before moving to Rathbones to pursue a career within Financial Planning.

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment.

During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I help create the most suitable portfolios for returns on a risk-adjusted basis using a spread of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

Chris joined Saunderson House in 2015 as part of the graduate trainee programme and is part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. Chris holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society.  He provides holistic financial planning to a wide range of clients, advising on tax-efficient investing, pension/retirement planning and passing wealth onto future generations.  Chris is passionate about helping clients to achieve their short and long term financial objectives, by carefully constructing a plan to take account of their specific personal and financial circumstances. Outside of work, Chris enjoys live music and a wide range of sports (particularly football and golf).
 

As a Senior Financial Planning 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 tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts. To ensure the best possible outcome for my clients I work closely with Investment Managers and Rathbones' in-house research team to identify suitable retirement solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

Matthew has recently joined Rathbones as an investment director having over 23 years of investment experience managing portfolio for individuals, trusts, charities and pension funds at Quilter Cheviot.

He is a Chartered Fellow of the CISI as well as being a long serving committee member and ex-president of the Manchester District of the CISI. He holds a BA (Hons) degree in Accounting & Finance from the University of Manchester.

Matthew’s focus remains to work closely with the owners of the funds and their chosen professional advisers, providing the highest quality of service at all times.