Our people

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.

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.