Last Updated: July 22, 2025

Prem joined the Saunderson House after completing his undergraduate degree in Accounting and Finance at the University of Warwick in 2009, and his postgraduate degree in Investment Management at Bayes Business School in 2010. As well as assisting clients, he has previously held several other roles, including running projects, supervising advisers, and being a member of our Technical Team. His sole focus now is on advising clients and he was awarded Chartered status in 2015.

Last Updated: July 22, 2025

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Last Updated: August 4, 2025

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

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.

Last Updated: July 29, 2025

Gaynor joined Rathbones in May 2021 as Chief People Officer.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

I manage and advise on investment strategy and portfolios for private individuals, pension funds, family trusts and pension funds.

Last Updated: July 22, 2025

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.