Last Updated: August 15, 2025

Kirsty is an investment director helping individuals and their families maximise their wealth and take control of their finances principally through bespoke discretionary portfolios in general investment accounts, trusts, ISAs, pensions, and offshore bonds. She is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and a Governor at Elmhurst Ballet School.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals. I am responsible for managing their investment portfolios in a way which best meets their objectives, be it helping them grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, personal pensions and other tax friendly vehicles, such as trusts and charities. I also sit on the Edinburgh Management Committee and lead one of the Edinburgh investment teams.

Last Updated: July 22, 2025

Charlie joined Greenbank in January 2021 after graduating from the University of Warwick with a BASc (Bachelor of Arts and Sciences) in Economic Studies and Global Sustainable Development. He also holds the Investment Management Certificate from CFA Society United Kingdom. As an Ethical, Sustainable and Impact Researcher, Charlie is responsible for analysing investments against a range of environmental, social and governance criteria, as well as for conducting thematic research into key responsible investment issues.

Last Updated: July 22, 2025

With my team, I manage a range of discretionary multi-asset mandates for two teams within Investec Wealth & Investment. I work closely with our research department on asset allocation, fund selection and individual bond and stock selection, particularly within the UK equity market.

Last Updated: July 22, 2025

Ali joined Rathbones in April 2016 and was appointed company secretary in May 2016. Prior to joining Rathbones, Ali spent nine years as director of company secretarial services at Signet Jewelers having responsibilities for a wide variety of areas and functions during this time. Ali graduated in Law and is a Fellow of Institute of Chartered Secretaries and Administrators. 

Last Updated: July 22, 2025

I am a Chartered Financial Planner at Rathbones, providing holistic financial planning and investment advice to clients and their families. This involves providing a pro-active personalised service to first understand our client’s life goals and motivations, then building a tailored financial plan to achieve. I aim to provide peace of mind for our client’s financial futures and my focus is on building long-term relationships that can help our clients navigate their way through various challenges including:

Last Updated: August 4, 2025

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

Last Updated: July 22, 2025

Originally from the Highlands, Calum joined Speirs & Jeffrey in 2015 after spending five years at Baillie Gifford. He graduated from the University of Strathclyde in 2009 with a master's degree in Mechanical Engineering with Financial Management and is a member of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. Calum works closely with Graeme Dickie.

Last Updated: July 22, 2025

Matt is responsible for Rathbones’ stewardship activities – managing a team delivering proxy voting and engagement on ESG issues. He’s spent his 20-year career exclusively in responsible investment, with specialisms in Climate Change and Human Rights in Supply chains. 

Last Updated: September 5, 2025

I joined Investec Wealth & Investment in June 2022 (now Rathbones) and I specialise in helping private clients build comprehensive, tailored financial plans designed to achieve their medium to long-term goals in key areas such as investment strategy, retirement planning and income, tax efficiency, personal insurance, and inheritance planning. I began my career in the Oil & Gas industry, managing Supply and Distribution, before transitioning to Financial Services over 16 years ago.

Last Updated: July 22, 2025

Jason began his investment career at Vivian Gray & Co, which went on to become Greig Middleton and later merged to form Gerrard Ltd, and was a member of one of the leading private client teams. In 2004, Jason joined Taylor Young Investment Management Ltd as a senior investment manager managing a large and diverse client base, which included running OEIC funds. Jason is an investment director at Rathbones and is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Last Updated: July 22, 2025

As Office Support Lead, I head up the Investment Administration team, and provide direct support to our brilliant team of Investment Managers, as well as wider office support. I'm often a first point of contact for our clients, to assist with their queries, and I help make sure the office is running smoothly!