Last Updated: August 4, 2025

I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.

Last Updated: August 6, 2025

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

Last Updated: July 22, 2025

Ivan began his investment management career in 1996 with Hargreave Hale, joining Rathbones from Gerrard Investment Management in 2005. Having graduated in 1996 with honours in Politics, Economics and Law from the University of Buckingham he has gained the Chartered Institute for Securities and Investment Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

Last Updated: July 22, 2025

Harpal has over 18 years of experience in Investment Management. He joined Rathbones as an Investment Director having previously held similar roles at Barclays Wealth, Tilney and Edward Jones. He advises recipients of personal injury settlements and their representatives on the investment of their funds. Harpal is a proud supporter of several brain and spinal injury charities.  Harpal is a Chartered Wealth Manager and a Chartered Financial Planner. He also sits on the Rathbones ETF and Passive Investment Committee.

Last Updated: July 22, 2025

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures.

Last Updated: July 22, 2025

Christophe has 18 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds. He joined Greenbank in 2021 from Epworth Investment Management, where he was head of investment management. He is a Chartered Financial Analyst (CFA) Charterholder, having graduated in Philosophy, Politics and Economics from Jesus College Oxford. He has a master’s degree in Japanese Studies from the University of Leeds. He has experience as a charity trustee and is currently a trustee director of a charity defined benefit pension scheme.

Last Updated: July 22, 2025

Christopher graduated from Durham University in 2012 with an honours degree in Mathematics. He joined Speirs & Jeffrey in February 2013 and completed his professional qualifications in February 2015.Christopher is a Chartered Fellow of the Chartered Institute for Securities & Investment and works closely with Michael Wilson. He manages a number of client portfolios ranging from individuals to trusts and charities. 

Last Updated: July 22, 2025

Sam joined the Rathbones Cambridge office as Assistant Investment Manager in 2024. He holds a degree in Geography from the University of Plymouth and started his career in Financial Planning before moving into Investment Management. Sam holds the level 4 IAD and level 6 PCIAM qualifications and has over 7 years of industry experience. He is also pursuing the level 7 CWM qualification, continuing his ongoing commitment to professional growth in wealth management.

Last Updated: September 18, 2025

I specialise in providing a bespoke discretionary investment management service. I work directly with private individuals and in conjunction with their financial advisers and other professionals including solicitors and accountants. I manage ISAs, personal and corporate pensions, trusts, offshore bonds and funds on behalf of charities. The investment portfolios are constructed using Investec's in-house research and are tailored to meet the individual needs of my clients.

Last Updated: September 30, 2025

Bradley Wright joined Rathbones in 2021 as a Financial Planner, bringing over a decade of experience in wealth management and works closely with high-net-worth individuals, guiding them through life’s major financial milestones and providing clear, tailored advice. Previously, Brad specialised in providing advice to legal representatives of vulnerable clients, managing complex arrangements arising from large personal injury settlements.

Last Updated: September 30, 2025

Mike manages bespoke discretionary investment portfolios for private individuals, charities, trusts, financial advisers, and other intermediaries. Collaborating closely with colleagues in Cheltenham, Birmingham, and London, he ensures each portfolio is tailored to reflect both evolving market conditions and the unique goals of each client.