Last Updated: August 4, 2025

I provide investment advice to high net worth non-UK domiciled individuals, with a particular focus on International clients living around the world. I have extensive experience in managing bespoke, multi-currency portfolios including dollar, euro and sterling strategies for international clients.
My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Last Updated: July 22, 2025

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances.

Last Updated: January 16, 2026

Margaret is an Associate Investment Manager at Rathbones, working alongside Nicholas Darke to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.
Margaret is a CFA (Chartered Financial Analyst) holder. She also holds an LLB Law degree from the University of Birmingham and an MSc degree in International Corporate Finance. In her spare time she enjoys reading and strength training.

Last Updated: October 5, 2025

My priority is to understand my clients' current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities.

Last Updated: July 22, 2025

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.

Last Updated: September 15, 2025

Peter is an Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisors across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with nearly two decades of experience in wealth management, Peter works closely with individuals, families, trusts and their advisors, to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.

Last Updated: August 6, 2025

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

Last Updated: January 19, 2026

Charlie is a Senior Investment Director and joined Rathbones in February 2020. He manages investments for a range of private client portfolios, charities, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 20 years having started his career in corporate broking.
Charlie heads his team and works with George O'Rorke and Johanna Denbow.
Charlie holds the CISI Level 7 Diploma in Wealth Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: January 7, 2026

Lee works alongside Mark Winchester in the Cambridge office, looking after client portfolios and as a dedicated point of client contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Last Updated: August 4, 2025

I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.

Last Updated: October 27, 2025

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

Last Updated: February 9, 2026

Amy joined Rathbones in 2013. She is a specialist in providing advice to recipients of personal injury and clinical negligence awards.
She is a Chartered Fellow of the Chartered Institute of Securities and Investment, having obtained the Chartered Wealth Manager qualification in 2017. In doing so, she became the youngest person to achieve this qualification aged 21. Amy also holds the CII Diploma in Regulated Financial Planning.