Last Updated: November 11, 2025

Ian joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team. Prior to joining Rathbones, Ian worked for Barclays for eight years in various roles in their Retail and Wealth divisions. Since joining Rathbones, Ian has continued to provide support to our clients and their deputies/trustees. Ian is currently studying for the CISI Investment Advice Diploma with the hope of offering ever greater support to our clients.

Last Updated: November 11, 2025

Jo manages bespoke multi-asset investment portfolios for high-net-worth clients, many of whom she has had the privilege of looking after for nearly two decades. She is able to draw on the deep expertise and extensive resources of Rathbones, providing holistic solutions and working closely with trusted solicitors, accountants and financial advisers, connecting clients with other leading industry professionals.

Last Updated: November 11, 2025

My priority is helping my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice to our clients with an emphasis on Retirement Planning, Estate Planning, Later Life and Financial Coaching.

Last Updated: November 11, 2025

As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies.

Last Updated: November 12, 2025

Lee works alongside Mark Winchester in the Cambridge office, looking after client portfolios and as a dedicated point of client contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Last Updated: October 17, 2025

Jay is an Investment Director and Chartered Wealth Manager, helping clients build sustainable, long-lasting wealth. Whether that wealth is still being accumulated or already established, Jay ensures the investment strategy is aligned with each client’s broader life, business, family, and career goals. This gives clients the freedom and clarity to focus on what matters most to them. Jay has worked within the Rathbones Group for over a decade, joining Investec Wealth & Investment in 2015 before becoming part of Rathbones in 2023.

Last Updated: October 17, 2025

Alongside three other senior Investment Directors, Nick co-leads a team of 12 investment specialists advising high-net-worth individuals, families, and their companies/charities. Each wealth strategy is bespoke, shaped by clients’ tax, risk, income, and long-term legacy goals.  He specialises in the tax-efficient management of onshore and offshore portfolios, ISAs, pensions, trusts, and family investment companies.

Last Updated: October 21, 2025

Lucy is an investment manager at Greenbank having joined in October 2020. She graduated from Cardiff University in 2018 with a first class degree in Mathematics, Operational Research and Statistics (BSc). Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

Last Updated: October 23, 2025

Angela has over twenty-five years of investment experience . She joined Speirs & Jeffrey in 2014 and arrived at Rathbones in July 2019 following the integration of S&J. Angela started her investment career working as an investment manager for both Greig Middleton and  Smith & Williamson.  Angela manages a wide range of private client portfolios including pension and offshore bond investments. In addition she invests for a number of institutional portfolios including trusts and charities.  

Last Updated: October 27, 2025

I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

Last Updated: October 27, 2025

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Last Updated: October 27, 2025

Camilla is an Investment Director working closely with Charles Wilcox to manage bespoke discretionary portfolios for private clients, pensions, and trusts. She is committed to building long-term relationships and delivering a highly personalised service that reflects each client’s goals and values. She particularly enjoys getting to know her clients, understanding what really matters to them, and helping them navigate decisions about their wealth with clarity and confidence.