Last Updated: July 22, 2025

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Last Updated: July 22, 2025

James Boulter is Head of Portfolio Management for the Private Office and Strategic Partnership teams. James joined Investec in 2016, where he now oversees the management of portfolios for high net worth clients.

Last Updated: July 22, 2025

Lorraine is an investment manager responsible for managing investment portfolios on behalf of private clients, trusts and charities.  She has worked in investment management for over 16 years and is a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Regulation & Compliance and Private Client Investment Advice and Management examinations.  Prior to joining Rathbones, Lorraine was an investment manager with Brewin Dolphin, Glasgow.  

Last Updated: July 22, 2025

James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

Last Updated: July 22, 2025

I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.

Last Updated: August 27, 2025

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

Last Updated: July 22, 2025

My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I'm proud to lead an established team which is developing long-lasting roots in Bristol.

Last Updated: July 22, 2025

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.

Last Updated: July 22, 2025

Kai conducts analysis of investments against a range of environmental, social and governance criteria for both new ideas and companies in Greenbank’s investment universe, as well as for leading thematic research into key responsible investment issues. He is also an investment analyst, responsible for ethical and sustainable equity research. Kai joined the ethical, sustainable and impact research team in March 2019 after graduating from the University of Cambridge with a BA in Law and he is a CFA Charterholder.

Last Updated: August 4, 2025

I manage global multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios. I work closely with clients and their advisers to deliver a bespoke investment management service. My team and I work to responsibly manage our clients' wealth, to help it grow in real terms over the long term, whilst providing cashflow for clients' needs.

Last Updated: July 22, 2025

Bogdan Pop joined Greenbank in January 2023 and is a Portfolio Manager. He holds a BSc in Management with Banking and Finance from Bangor University and an MSc in Insurance and Risk Management from Bayes Business School.  Bogdan started his career on a Business Leaders Graduate Programme at AXA Wealth and went on to become an Investment Analyst at Saunderson House before joining Greenbank. He is a CFA Charterholder and has also obtained the CFA Certificate in ESG Investing and the Investment Management Certificate (IMC).

Last Updated: July 22, 2025

John graduated from the University of Southampton with a joint-honours degree in Economics and Politics and subsequently joined the financial planning industry in 2007. Since then, John has completed the Advanced Diploma in Financial Planning, becoming a Chartered Financial Planner in April 2012. John is passionate about providing excellent wealth management and financial planning advice, delivered professionally with the highest level of customer care.