Last Updated: July 29, 2025

Simonetta is Rathbones' Chief Client Officer, an executive-level role to lead client and adviser proposition development, marketing, and client experience.

Last Updated: July 22, 2025

Laura is a financial planner based in the London office. She joined Rathbones in 2017, with over 10 years’ experience in the industry. She has previously worked for a number of large financial institutions including Canada Life and Succession Group.

Last Updated: July 22, 2025

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors.

Last Updated: August 4, 2025

I am a Senior Investment Director at Rathbones. I have over 20 years of industry experience. Prior to Investec Wealth & Investment (UK) combining with Rathbones, I was a portfolio manager in their South African office, managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

Last Updated: July 22, 2025

Aidan is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Rathbones in 2021 as part of the acquisition of Saunderson House. Prior to joining Saunderson House in 2017, Aidan worked for a London-based mortgage and protection broker, which sparked his passion for helping people with their personal finances.

Last Updated: July 22, 2025

Lou is a client service executive in our Cambridge office. She studied English Literature at Anglia Ruskin University in Cambridge and graduated in 2016. Shortly after she joined Rathbones in December 2016 and has since completed the IOC and is now studying towards a level 4 IMC qualification. Lou supports the investment team and provides clients with a dedicated point of contact for their non-investment needs. She also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Last Updated: July 22, 2025

I am a Senior Financial Planning Director with Rathbones, providing pro-active wealth management advice, with a particular focus on a very high level of personal service and long-term strategic planning.  My team serves around 120 clients and their families, including a significant number of current and retired partners at the top legal and accountancy firms and entrepreneurs. 

Last Updated: July 22, 2025

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography.

Last Updated: July 22, 2025

Miles joined Rathbones in 2018 having graduated from the University of Exeter. After undertaking the ‘Rathbones Graduate Scheme’, Miles joined the investment desk at the beginning of 2021. He is a Member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI level 4 Investment Advice Diploma (Securities) in 2020 and his Chartered Wealth Manager qualification in 2023.  

Last Updated: July 22, 2025

My focus is on meeting my clients' objectives, with respect to their risk profiles. It is important to have regard to a client's overall financial position at both personal and family level. I then combine my own experiences with Investec's in-house research resources on markets and stocks, both in the UK and overseas, to create bespoke portfolios to meet my client's requirements.

Last Updated: July 22, 2025

Craig Leslie is an investment director at Greenbank specialising in the management of ethical portfolios for private clients, trusts and charities across Scotland.

Last Updated: July 22, 2025

James joined Rathbones in 2016 where he started his career as a graduate trainee. Prior to this, he worked as a paralegal having completed the Legal Practitioners course. James graduated with a second class honours degree in Politics, Philosophy and Economics from the University of York and has a master's degree in Political Philosophy. James assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs). He is a CFA Charterholder and Associate of the Chartered Institute of Securities and Investment (CISI).