Last Updated: July 22, 2025

Alex has over ten years’ experience in the investment management industry and joined Rathbones in 2024. He has experience in managing multi-asset discretionary portfolios for both private clients and trusts. He is a Chartered Wealth Manager having completed the CISI’s level 7 Chartered Wealth Manager Qualification and he is a Chartered Fellow of the CISI. Alex was included in Citywire’s 30 under 30 in Wealth management for 2022, which recognises future talent within the Investment Management industry.

Last Updated: July 22, 2025

Will joined Greenbank’s investment research team in 2023, covering a variety of companies and funds within the Greenbank investment universe. Will began his career at Hargreaves Lansdown in 2018, before moving to the Brunel Pension Partnership, where he was a portfolio analyst and then a deputy portfolio manager. Will read English Literature at Newcastle University, graduating in 2016. He is a CFA charter holder.

Last Updated: August 4, 2025

I'm a divisional director and team leader in our London office.

Last Updated: July 22, 2025

I studied Economics and Mediaeval History (MA Hons.) at the University of St Andrews, graduating in 2010.  I started my career in financial planning at Saunderson House in 2011, becoming part of the Rathbones Group when the business was acquired in 2021. I am a Chartered Financial Planner and became authorised to provide financial advice in January 2016.  I work closely with a wide variety of clients from different backgrounds.  I enjoy getting to know my clients, and helping them formulate a strategy to realise their financial goals.

Last Updated: July 22, 2025

Last Updated: July 22, 2025

Michael is the Equity Investment specialist working across the four Rathbones equity strategies. This includes two UK focused strategies; the Rathbones Income fund and UK Opportunities fund as well as two Global funds; the Greenbank Global sustainability fund and Global opportunities fund. He joined Rathbones in October 2016 and brings 13 years of financial services experience. Michael previously worked as a specialist on the sales team focused on Rathbones ethical and sustainable products and services.

Last Updated: July 22, 2025

Peter leads the London and Cambridge Region at Rathbones Investment Management. He joined Rathbones in 2012 following the acquisition of Taylor Young Investment Management Ltd where he was Chief Executive Officer and Head of the Executive Committee. In his role as Investment Director, Peter draws on over 35 years’ experience in the wealth management sector as well as the wide range of specialists within Rathbones in attending to the needs of the individual clients, trusts and pension schemes he is responsible for.

Last Updated: August 4, 2025

As a senior investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided.

Last Updated: August 6, 2025

I'm responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group's investment process, sitting on the Equity Collectives Committee.

Last Updated: July 22, 2025

Amy joined Rathbones in October 2020 through the Rathbones Graduate Scheme, having graduated with a first-class degree in Accountancy and Finance at Heriot-Watt University in Edinburgh. The 24 month long Graduate Scheme involved gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments. Amy now works as an Assistant Investment Manager in the Glasgow Office. She works closely alongside Tony Smith in providing discretionary investment management services for private individuals, pensions, and trusts.

Last Updated: July 22, 2025

I specialise in managing bespoke multi-currency portfolios including dollar, euro and sterling strategies. The most important part of my job is understanding my clients emotions and their behaviour as these factors are critical to establishing a long-term investment plan that will benefit everyone over the years.

Last Updated: September 1, 2025

The best part of my job is getting to know the clients I work with—hearing their stories and helping them build a roadmap to their financial goals. I help people from all walks of life, whether they are saving for school fees, planning for a comfortable retirement, and everything in between.