Last Updated: July 22, 2025

Sophie joined Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment.

Last Updated: July 22, 2025

Tom is a Chartered Financial Planner.  He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011.  Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.  

Last Updated: July 22, 2025

Imogen is an Investment Manager based in the Glasgow office, working alongside Michael Wilson, Stuart Milne, and Christopher Johnstone. She joined the firm in 2020 through the Rathbones Graduate Program, having previously graduated from the University of St Andrews with a first-class master’s degree in Physics.Imogen is a Member of the Chartered Institute for Securities and Investments, having obtained the Level 7 Chartered Wealth Manager Qualification in 2023 with merit.

Last Updated: July 22, 2025

I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.

Last Updated: July 22, 2025

Robert joins us as an investment director from Taylor Young Investment Management Ltd and manages a range of private client, trust, charity and SIPP portfolios. Robert began his career at Scrimgeour Kemp-Gee Ltd in 1982 before moving to Greig Middleton in 1991 and subsequently joining Taylor Young Investment Management Ltd in 2004. Robert is a Chartered Member of the Chartered Institute for Securities & Investment.

Last Updated: August 6, 2025

Steve is an investment director at Rathbones having joined in 2014 and manages a broad range of private client portfolios, trusts and self-invested pension schemes. He started his career at Williams de Broë (now Investec) in 2011. Steve is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. He is a member of the Rathbones Financial Adviser Investment team.

Last Updated: July 22, 2025

Yemisi is a Chartered Financial Planner and has been authorised to provide advice since 2012. She worked at Saunderson House for 16 years, having joined the firm following graduation from the University of Bristol with a degree in Economics and Management, prior to Saunderson House integrating with Rathbones Financial Planning in 2024. Yemisi holds the Advanced Diploma in Financial Planning and takes pride in providing an individually tailored service to her clients, to help clients achieve their long term objectives. 

Last Updated: July 22, 2025

Sam is an investment director and joined Rathbones in 2024. Prior to Rathbones, Sam worked for twelve years at Brooks Macdonald, managing discretionary multi-asset portfolios on behalf of individuals, families, trusts, charities, corporates and pension funds.

Last Updated: July 22, 2025

Oliver is an investment manager based in the Winchester office. He joined Rathbones in 2022 having moved from Brooks Macdonald where he worked for five years.  Oliver graduated from Cardiff University with a first class degree in Accounting & Finance. He holds the Investment Advice Diploma (IAD) and Chartered Institute for Securities & Investment (CISI) Wealth Manager Qualification.  Oliver sits on the UK collectives investment committee.

Last Updated: July 22, 2025

Tamara specialises in delivering comprehensive investment management services to high-net-worth individuals, focusing on clients in the legal and financial industries as well as corporate executives.

Last Updated: July 22, 2025

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Last Updated: July 22, 2025

Bruce joined Rathbones in 2002 having worked with Hambros for the previous 25 years managing its private bank and trust business for the majority of that time. Bruce served as managing director of Rathbones Trust Company Limited up until the end of 2022 and remains a director of the Trust company, looking after a dedicated portfolio of clients, primarily in the Landed Estates sector.