Last Updated: July 22, 2025

My priority is to address the needs of clients who wish to invest in stock markets through a bespoke investment portfolio specifically tailored to their needs and wishes. I can create a portfolio at the outset or take over the management of an existing one on their behalf, spending time discussing appropriate investment objectives and degree of risk which should be followed. In doing so their investment portfolio should deliver over the years ahead, proving to be a valuable asset in their overall wealth regime.

Last Updated: July 22, 2025

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma. Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Last Updated: July 22, 2025

Amos is the Regional Director for the Bristol office and joined Rathbones in 2007. He manages portfolios for private clients, charities, pension funds, companies and trusts, and is the regional charity representative. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and has previously served on the firm’s internal research committee. Amos graduated from Bristol University in 2000 with BSc in Microbiology and in his spare time enjoys winter sports and going to music events.

Last Updated: July 22, 2025

Stephanie Sotiriou joined Greenbank in October 2021 and is an assistant investment manager. She was previously the investment manager of ESG fund-of-fund portfolios at TAM Asset Management. Stephanie has a Bsc (Hons) in Economics from The London School of Economics. She is a CFA Charterholder and a holder of the CFA UK Level 4 Certificate in Investment Management (IMC).

Last Updated: July 28, 2025

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I'm heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

Last Updated: July 22, 2025

Paula has extensive experience in creating bespoke investment strategies for private clients, trusts, pensions, and charities. She partners closely with clients and trusted advisers to develop comprehensive and tax efficient, financial plans aligned with their unique goals and circumstances.

Last Updated: July 22, 2025

Leah is an investment manager with Rathbones Investment Management International in Jersey. She joined Rathbones in 2017 and sits on the company’s Investment Committee and Dealing and Execution Committee as the representative for RIMI. Leah graduated from Cardiff University in 2014 with a first class honours degree in History.

Last Updated: July 22, 2025

Thomas graduated with a first-class degree from The University of Exeter Business School.  After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees.

Last Updated: July 22, 2025

Paul is an investment director in our Exeter office and is responsible for looking after a wide range of clients including private individuals and families, trusts, charities, pensions and corporate clients. He first started in portfolio management in 1983 and joined Rathbones in 2019. He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a former member of their Applied Wealth Management and Portfolio Construction examination boards. He is also an ex-president of the local CISI Branch in the South West.

Last Updated: September 11, 2025

Stephen Field is Managing Director of Rathbones Financial Planning, appointed in October 2024 following the integration with Investec Wealth & Investment, where he served since 2011. 

Last Updated: July 22, 2025

David is an investment manager who jointly manages private client, trust and charity portfolios with Nick Fisher and Christopher James having joined Rathbones in 2001 following the takeover of JP Morgan Chase Fleming. He previously worked with Nick at Flemings and prior to that in Lloyd’s insurance market dealing with members of Lloyd’s. David is a Fellow of the Chartered Securities and Investment Institute.

Last Updated: July 22, 2025

David is a Client Services Executive assisting a Team of Investment Directors and Investment Managers, managing over £1.2bn in assets for private clients, self-invested personal pensions, and charities.