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.