Last Updated: January 20, 2026

Catherine manages the offshore operational infrastructure supporting the growing international private client business. She has over 18 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.

Last Updated: July 22, 2025

Isobel is an Investment Director in the Cambridge office. Prior to joining Rathbones, she was an Investment Director at Brooks Macdonald for 11 years, firstly based in the Channel Islands and then from 2018 in the East Anglia office. She is responsible for managing investment portfolios for private individuals, pensions, trusts and charities and currently sit on the Structured Return research committee. She is a Chartered Fellow of the Institute for Securities (CISI) and Investment and hold the CISI Level 7 Diploma in Wealth Management and the CFA Certificate in ESG investing.

Last Updated: September 30, 2025

As senior investment director at Rathbones, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients.

Last Updated: March 2, 2026

Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.
Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment.

Last Updated: September 30, 2025

I work closely with my clients to understand their financial needs, providing bespoke financial plans for individuals and families alike. My priority is helping clients to maximise their assets, working with them to construct investment portfolios that will continue to meet their needs many years into the future. To ensure the best possible outcome for my clients I provide a tailored service, with solutions custom built to serve clients' unique circumstances and their particular tolerance for risk.

Last Updated: July 22, 2025

My priority is to address the needs of clients who wish to invest in stock markets through a bespoke investment portfolio specifically tailored to their needs and wishes. I can create a portfolio at the outset or take over the management of an existing one on their behalf, spending time discussing appropriate investment objectives and degree of risk which should be followed. In doing so their investment portfolio should deliver over the years ahead, proving to be a valuable asset in their overall wealth regime.

Last Updated: March 2, 2026

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma.
Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Last Updated: July 28, 2025

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I'm heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

Last Updated: March 2, 2026

Paula has extensive experience in creating bespoke investment strategies for private clients, trusts, pensions, and charities. She partners closely with clients and trusted advisers to develop comprehensive and tax efficient, financial plans aligned with their unique goals and circumstances.

Last Updated: January 21, 2026

Leah is an Investment Manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.

Last Updated: March 2, 2026

Thomas graduated with a first-class degree from The University of Exeter Business School. After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees.

Last Updated: July 22, 2025

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.