Last Updated: January 14, 2026

The FCA’s review of retirement income advice reveals key shortcomings and actions advisers can take to improve compliance.

• Financial Advisers - At Retirement
• Financial Adviser Insights

Last Updated: January 16, 2026

Ailsa graduated from the University of Aberdeen in 2015 with an honours degree in Economics. Thereafter, she joined Speirs and Jeffrey which was fully integrated with Rathbones in July 2019. Ailsa is an Associate Investment Manager working alongside Vicki Linton and Alistair Crichton. She assists in the management of portfolios for a range of clients including individuals, families, trusts, and charities.

Last Updated: January 13, 2026

Explore how evolving retirement trends, client needs, and regulation are reshaping advice - and why more firms are outsourcing investment management.

• Financial Advisers - At Retirement
• Financial Adviser Insights

Last Updated: September 30, 2025

Last Updated: January 19, 2026

Colin joined Rathbones in November 2024 as an Associate Financial Planning Director. He specialises in providing personalised advice to private clients, with a particular focus on retirement planning and estate planning.
Colin takes a people focused approach and enjoys building a financial plan that prioritises what’s important to clients to enable them to achieve their financial goals.

Last Updated: January 13, 2026

Hear from Rathbones employees about their work, their pivotal career moments and their career advice for others.

Last Updated: September 23, 2025

Markets swung between tariff shocks, political drama and AI optimism in August, reminding investors of the importance of diversification in uncertain times.

• Markets
• Economy
• Monthly Digest

Last Updated: September 4, 2025

Laura is an Assistant Investment Manager working within the Edinburgh Office and provides investment support to Justin Armet. Laura joined Bank of Scotland Portfolio Management Service in 2008 as an Investment Administrator. She moved to Rathbones in July 2010, following the acquisition of the Bank of Scotland business from Lloyds. Laura completed her Investment Advice Diploma in 2017 before moving into a management role.

Last Updated: September 30, 2025

Last Updated: September 5, 2025

Lisa joined Rathbones in 2025 as an Investment Director. She provides investment advice and manages assets on behalf of wealthy individuals, families, trusts and charities. She works closely with financial planners and tax specialists to ensure her clients’ objectives are met in the most efficient manner.
Prior to joining Rathbones Lisa spent 15 years with SG Kleinwort Hambros, where she looked after a wide range of clients, including entrepreneurs, city professionals and senior executives, especially those within the media and entertainment industry.

Last Updated: October 1, 2025

The AI revolution is more than just the handful of household names at the top of the S&P 500. Global equity analyst Siyuan Lin outlines just some of the businesses making up the diverse ecosystem needed for the technology to thrive.

Last Updated: December 4, 2025