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Hannah Gibson
Last Updated: April 27, 2026
I work with a team managing discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities. I am a Chartered Fellow of the Chartered Institute of Securities & Investment and hold the Chartered Wealth Manager qualification.
Dr Luke Gale
Last Updated: April 27, 2026
Luke joined Rathbones in September 2021 to help expand the capabilities of the investment risk function. Previously, he gained over 15 years industry experience as a fund manager with a focus on fixed income, currency and derivative strategies.
Brian Quigley
Last Updated: April 27, 2026
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Preeti Rathi
Last Updated: April 27, 2026
I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.
Samantha Boyd
Last Updated: April 28, 2026
Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years. Samantha started her career at Lazard Asset Management. Throughout her career she has looked after large family groups and both public and private charities. She specialises in succession planning for large family groups and divorce.
Jack Roper
Last Updated: April 27, 2026
Before joining Investec in 2020 Jack served as an Officer in the Royal Marines. In his new role as an Investment Manager he manages investment portfolios and client relationships on behalf of private individuals, trusts and corporates.
Rathbones Asset Management | UK individual investors
Last Updated: April 28, 2026
We prize and protect the integrity of independent thinking at Rathbones Asset Management. We ensure our powerful engine of ideas is put to work for clients, driving alpha through our nimble, active approach.
Investment Insights webinar: Navigating uncertainty - risks and opportunities in a fast-changing world
Last Updated: April 28, 2026
War in the Middle East interrupted what had been a strong start to the year for both bonds and equities. Inflation is suddenly back on the worry list and hopes for imminent interest rate cuts have evaporated. We explore how current events are unfolding and where risks and opportunities are being uncovered.
Lucy Heath-Thompson
Last Updated: April 27, 2026
I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.
David Nicholsby
Last Updated: April 28, 2026
David is an Investment Director at Greenbank Investments. He joined the team in January 2020 and now manages investment portfolios on behalf of private clients who have a particular focus in ethical and sustainable investment. Prior to joining Rathbones he had 10 years experience working in financial planning as well as an investment analyst, specialising in global equities and investment trusts. David is passionate about investment markets and has experiences across the financial services sector.
Key Investor Information Rathbone Global Opportunities Fund (X Acc)
Last Updated: April 27, 2026
What the 2027 rule changes mean for your pension and inheritance planning
Last Updated: April 30, 2026
Every so often, a change in legislation comes along that asks us to pause and reassess the fundamentals of financial planning. The government’s decision to include unused pension funds within inheritance tax (IHT) from 6 April 2027 is one of those moments. If you’ve seen headlines or heard snippets in the news, you may be wondering what this means for your retirement plans and the wealth you hope to pass on.