Our people

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.

Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.

I manage a broad range of multi-asset investment portfolios for high net worth private clients and families, trusts and company pension schemes, all tailored to their specific circumstances. Included within this are taxable, ISA, SIPP and offshore bonds portfolios. I also enjoy building strong relationships with IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help achieve the required investment solution.

Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.

Michael joined Greenbank in 2021, having started his career with BlueBay Asset Management in London in 2018. He is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and has earned the Institute’s Masters-level qualification. Michael holds a Bachelor of Science (Hons) in Economics and Finance from the University of Bristol, as well as a Master’s in Finance from University College Dublin.

David joined Greenbank in 2023 and has over 20 years’ of experience working in the financial services industry. David previously worked at Brunel Pension Partnership, where he was Deputy CIO and spearheaded the setup and management of public market investments and strategies worth c.£30 billion. He has led award-winning initiatives in sustainable and environmental investing across asset classes and holds the Chartered Alternative Investment Analyst (CAIA) designation, specialising in alternative asset classes and portfolio and index construction.

Stephen is deputy regional manager of the Edinburgh office.  He specialises in the management of investments for private clients, trusts, and personal pension funds.

Prior to joining Rathbones, he spent 15 years with Cornelian Asset Managers where he contributed to the early development of this smaller independent firm.  He trained with ABN AMRO Asset Management where he joined as a graduate from the University of Edinburgh in 1996. 

He has long experience of working with financial advisers and works with the Rathbones IFA Investment Committee as well as chairing the Edinburgh Investment Committee. He is also interested in investment technology and systems and sits on the Front Office IT Committee. 

Stephen is an Associate of the Society of Investment Professionals and a member of the Chartered Institute for Securities and Investment.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Investec's extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

I have had the privilege of being able to build long term relationships with my clients, and see their goals and aspirations come to fruition. I have managed portfolios with a huge variety of objectives including; generating income in retirement and maximising growth for future generations.

Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.

He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management and the CFA Charter.

Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020.

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Prem joined the Saunderson House after completing his undergraduate degree in Accounting and Finance at the University of Warwick in 2009, and his postgraduate degree in Investment Management at Bayes Business School in 2010. As well as assisting clients, he has previously held several other roles, including running projects, supervising advisers, and being a member of our Technical Team. His sole focus now is on advising clients and he was awarded Chartered status in 2015. Prem enjoys the intricacies of understanding client’s individual needs and objectives and working with them to help them achieve their financial goals and peace of mind. Outside of work Prem enjoys spending time with his son and wife as well as hiking and travelling.

Ross began his career in operations at Lifetime Group and subsequently Singer & Friedlander. He then spent almost six years with Jupiter Asset Management as a portfolio manager before joining Rathbones in September 2014.

Ross graduated from Cambridge University with a master's degree in Natural Sciences and is a Chartered Wealth Manager and Chartered Member of the CISI (Chartered Institute for Securities & Investment). He now sits on the CISI examination panel for the Financial Markets module of the Chartered Wealth Manager qualification (formerly known as CISI Masters in Wealth Management).

Oliver assists Tim Johnson in managing discretionary private client investment portfolios, together with a number of charities, city livery companies, personal pension schemes and bespoke unit trusts for large family groups, often within complex trust structures. He joined Rathbones in April 2016 having previously worked at First Trust Global Portfolios.

He is a member of Rathbones International Investment Committee supporting investment directors to provide investment management services to non-UK resident clients.

Oliver graduated from Exeter University gaining a 2:1 degree in French and Spanish in June 2015. He became a qualified Chartered Wealth Manager, MCSI, in 2019, having completed the Chartered Institute of Securities and Investments Masters qualification.