Last Updated: July 22, 2025

Lucy is an assistant investment manager and joined Greenbank in 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc). Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

Last Updated: July 22, 2025

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Last Updated: July 22, 2025

Huw is a Senior Investment Sales Executive, focused on building relationships with financial advisers, wealth managers and discretionary fund managers in the north of England, as well as overseeing a number of key national strategic relationships.Prior to joining Rathbones, Huw held operational and relationship management roles at Northern Trust and Allfunds Bank.Huw holds a BA (Hons) degree in Humanities from the University of Brighton.

Last Updated: September 30, 2025

Dharmash was appointed as non-executive director on 5 October 2021.  He is currently a board member of Halma plc, the FA (on behalf of Premier League). Dharmash started his career with Procter and Gamble on their graduate programme and then went on to become a brand manager, followed by a period with Boston Consulting Group.  He spent eight years in the media as Group Managing Director of EMAP Consumer Media and EMAP Performance.

Last Updated: July 22, 2025

Alfie is an assistant investment manager supporting Peter Thomson and Jason Toole with discretionary portfolio management, investment selection and client relationships. The team specialises in domestic, offshore and international clients, SEC private clients, Charitable mandates, pension schemes and trusts.  He joined Rathbones in September 2018 having graduated from the University of Brighton with a BSc (Hons) in Finance and Investment. After completing the Rathbones graduate programme in 2020 he joined the team full time.

Last Updated: July 22, 2025

Dan joined Saunderson House (since merged with Rathbones) in 2007, having spent 3 years working at Prudential in their Bulk Annuities department. Having graduated from the University of Manchester with a B.A. in Economics and Business Studies, Dan completed the relevant exams through the Chartered Insurance Institute to become a Chartered Financial Planner in 2012.

Last Updated: July 22, 2025

Pam is an investment Director, having joined Rathbones in 2024 and is based in the Cambridge office. Pam has been in the Wealth Management industry since 1986, managing investment portfolios for private clients, trusts, pension funds and charities. Before joining Rathbones Pam worked for fifteen years at Brooks Macdonald, heading up teams in both Kent and East Anglia.

Last Updated: July 22, 2025

Shaun leads our Guernsey business and has more than 43 years’ experience in private banking, wealth management and trust planning for local and international high-net-worth clients. Shaun Joined Investec Bank (CI) Limited’s Leadership Team in 2001 with responsibility for Private Clients. In 2012, Shaun helped establish Investec Wealth & Investment (CI) Limited and leads the business as Executive Director. Shaun has also been appointed an Executive Director of Rathbones Investment Management International Limited following the recent merger.

Last Updated: July 22, 2025

I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us.

Last Updated: July 22, 2025

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon).  She is responsible for all aspects of client administration and supports the charity/institutional team. Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

I work closely with clients and their professional advisors, to achieve the most suitable investment solutions for them. My client base consists of private individuals, companies, Trusts and charities. My aim is a simple one; to become a deeply trusted advisor and to ensure we always deliver a high standard of personal service. The key to this is good, straight forward, dialogue and communication. This should ensure that my clients and their advisors feel empowered and confident at all times and I have sufficient knowledge, to make the correct investment decisions.

Last Updated: September 1, 2025

I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client's unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.