Last Updated: May 21, 2026

Lachlan is an Associate Investment Manager in Rathbones’ Glasgow office. He works alongside Adam Drummond and Ellie Marshall to construct and manage investment portfolios for private clients, charities and trusts.
Lachlan graduated from Newcastle University in 2016 before completing a Master of Management at the University of Sydney. He began his career at Winterflood Securities, specialising in investment trust sales, and joined Rathbones in September 2023.

Last Updated: May 21, 2026

Learn how your Rathbones Tax Pack can help you to complete your self-assessment tax return with HMRC.

Last Updated: May 21, 2026

We embed responsibility into every decision — supporting clients, colleagues, and communities through transparent, long-term, stakeholder-led action.

Last Updated: May 26, 2026

Learn how Rathbones supports social mobility – widening access through mentoring, outreach and support of national initiatives, so careers are driven by talent, not background.

• Diversity And Inclusion
• Social Mobility
• Responsible Business

Last Updated: May 22, 2026

Securing the retirement you want takes more than saving — it takes planning. This clear, practical guide explains how tax‑aware decisions, pension choices, and wider wealth considerations can work together to support your long‑term goals.

Last Updated: May 22, 2026

New Industrial Placements offer early avenues into Rathbones in support of growth

Last Updated: May 27, 2026

Spike in IHT-driven planning as reforms near: pensions tapped for gifting, with 67% of families bringing forward financial support for children.

Last Updated: May 26, 2026

James is a Portfolio Manager at Rathbones, based in the Bristol office. He joined Investec in 2023 and became part of Rathbones following the merger of the two firms. He works to deliver tailored portfolio management and long-term investment solutions on behalf of clients.
James is a CFA Charterholder and graduated from Swansea University in 2023 with a degree in Finance.

Last Updated: May 27, 2026

Serial entrepreneur and globally recognised AI expert, Dr Daniel Hulme, joins us for our latest Inspired Sounds episode to share insights from a 27-year journey at the forefront of artificial intelligence. In conversation with Chris Noble, Financial Planning Director, Daniel reflects on growing Satalia from the initial idea to its acquisition by global marketing powerhouse WPP in 2021.
Daniel highlights that earning client confidence in the early days isn’t always about scale. It’s about thinking creatively, leaning on your network, and seizing opportunities.
Tune in to hear from one of the world’s leading voices in AI.

• Inspired Sounds Podcast

Last Updated: May 27, 2026

In the inaugural on-location episode of Inspired Sounds, we’re excited to welcome Stephen Duckett, founder of the Hundred Hills Vineyard in Oxfordshire who invited us down to experience the wine making process first-hand. Hosted by Senior Investment Director Kartik Rawal, Stephen uncorks the truth about the key ingredient to successful entrepreneurship: resilience. It’s the ability to push through moments of fear, uncertainty, and change that truly defines success, whether you’re building a business or crafting the perfect vintage.
Tune in for an inspiring conversation about passion, perseverance, and the journey from vision to vineyard.

• Inspired Sounds Podcast

Last Updated: May 28, 2026

Rathbones’ Inspired Sounds is a thought leadership podcast for entrepreneurs, business owners and leaders. Join Paola Cuneo, lead entrepreneurial engagement at Rathbones as she interviews entrepreneurs at the top of their game, providing inspiration and insight for those looking to give their business that extra edge.

• Inspired Sounds Podcast

Last Updated: May 28, 2026

Gen X risk “sleepwalking” into weak retirements - leaning on property over pensions. Lower overall investment use and softer housing returns raise risks of falling short.