Last Updated: August 6, 2025

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

Last Updated: July 22, 2025

My role involves managing multi-asset portfolios and providing broader financial planning advice as part of our Wealth Planning service to a range of private clients and high net worth families. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions for working towards pre-agreed long term goals. With families, this can often include strategies for ensuring that assets pass effectively and tax efficiently between generations over time.

Last Updated: August 6, 2025

Rosie is an investment director at Greenbank, specialising in managing ethical and sustainable portfolios on behalf of private clients, trusts and charities. Rosie joined the Greenbank team in 2015.

Last Updated: July 22, 2025

Hannah began her career at Rathbones in 2014, carrying out various roles in Operations before moving to Investment Risk where she worked for 4 years monitoring Investment Managers and conducting project work implementing industry regulation. Hannah moved to her role as Assistant Investment Manager in March 2020.Hannah holds an honours degree in Anatomy and Human Biology from the University of Liverpool. She has completed the Investment Advice Diploma and holds the CISI Chartered Wealth Manager qualification.

Last Updated: July 22, 2025

Neil is an investment director and has over 10 years’ experience of managing investments for a wide range of private clients, trusts and charities. Prior to joining Rathbones, Neil was an investment director at Evelyn Partners where he worked since 2011 . As well as being a member of the Scotland charity team, Neil was also a member of the direct equity committee where he helped guide the process for investing in direct equities throughout the wider company. Neil is a Chartered Fellow of the CISI and holds a 2:1 MA in History and International Relations from Aberdeen University.

Last Updated: September 1, 2025

Jamie joined Rathbones in 2025 as part of the merger with Investec Wealth & Investment (UK) as a Financial Planning Director. Jamie provides bespoke financial advice to support clients through every stage of their financial journey – from the accumulation and management of wealth, to utilising savings in retirement, and wealth preservation for future generations.

Last Updated: August 6, 2025

My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors.

Last Updated: July 22, 2025

My priority is to help my clients achieve their financial goals by working with them to create and implement a suitable investment strategy for their invest-able assets, which suits their current and future requirements and financial objectives. I help a variety of client types at different life stages including wealth accumulation, wealth preservation, retirement planning and inheritance planning.

Last Updated: July 22, 2025

Louisa is a Trainee investment manager based in the London office. She works alongside a wider team of six investment professionals providing bespoke investment solutions for a wide range of clients and helping them to achieve their objectives. She also works closely in tandem with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and/or intergenerational planning.

Last Updated: September 11, 2025

Diana is an Investment Director in Rathbones’ Glasgow office and has over 15 years' experience in the discretionary management of investment portfolios for private clients, families and their associated trusts, as well as company and pension funds.

Last Updated: July 22, 2025

My main focus is to help clients achieve their financial objectives by devising a solution that meets both their present and future needs. I mostly work with private individuals, trusts and independent financial advisers, specialising in constructing investment portfolios that help reach their financial goals in the most tax efficient manner. Wherever appropriate, I work closely with my financial planning colleagues to identify suitable pension and tax planning opportunities to ensure my clients receive the best possible financial advice.

Last Updated: July 22, 2025

Phil is the deputy managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and sits on both Jersey and Group Investment Committees at Rathbones. Phil is an Associate of the Chartered Institute of Bankers, a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and holds the Investment Management Certificate (IIMR).