Last Updated: July 22, 2025

As a Senior Investment Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a bespoke investment portfolio that suits their present and future needs. I aim to establish long term relationships by providing suitable investment advice for clients, intermediaries and trustees alike. This is achieved by ensuring flexibility and implementing the correct strategy through the portfolios together with regular contact my clients.

Last Updated: August 4, 2025

I provide bespoke financial planning advice to private clients, specialising in retirement planning, estate planning and tax planning.

Last Updated: August 6, 2025

I work within the Investment Management Team, where I assist Investment Managers in managing Discretionary Portfolios for a wide range of individuals, pensions, trusts and charities. With a background in financial advice, I have first hand experience in both Financial Planning and Investment Management. I primarily work alongside George Hunt and Mary Young.

Last Updated: July 22, 2025

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.

Last Updated: July 22, 2025

Jonathan is managing director of Rathbones Investment Management International. He manages a range of private client, trust and charity portfolios and for the past seven years has been included in the Citywealth Honours List, which recognises professionals in the private wealth management industry who have ‘technical expertise, trusted status, integrity and reputation’. He is also an adjunct lecturer at the Jersey International Business School.

Last Updated: July 22, 2025

Tom is a Chartered Fellow of the Securities and Investment Institute and a Chartered Wealth Manager. He is part of the team that transferred to Rathbones from Deutsche Bank in May 2014 and before Deutsche Bank Tom was a private client manager at Brown Shipley. As an investment director, Tom manages portfolios for private clients, pension funds, charities and trusts. He holds a MSc in Industrial Relations from Manchester Business School and a BSc in Management Studies from the University of Manchester (UMIST).

Last Updated: August 6, 2025

As a Paraplanner here in the Cheltenham office my primary job is to support the South West regional Financial Planning team. I work alongside the Planners to conduct detailed research, review clients' financial situations and complete technical reports. The team works closely with clients' Investment Managers, Accountants and Solicitors to help them form a financial plan which meets their objectives. I liaise with all those involved from the start of our client's Rathbones journey to the point that the plan is formed and beyond.

Last Updated: August 4, 2025

I manage discretionary investment portfolios for a broad range of clients, including pensions, trusts and charities. I also work with advisers to build portfolios that meet their clients' objectives.

Last Updated: July 22, 2025

I manage a wide range of bespoke, multicurrency portfolios for ultra-high-net-worth, globally minded clients including portfolios in their personal names, trusts, companies or pensions. I have a particular focus on South African clients, whom I visit regularly, but I also manage a number of UK-based clients, particularly those with a global outlook. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

Last Updated: July 22, 2025

Dominic joined Greenbank in 2020 and is an Investment Manager, specialising in managing ethical portfolios on behalf of private clients, trusts and charities. He has a first-class Bachelor of Science (Hons) in Physics with Astrophysics from the University of Leicester. He began his career working at Morgan Stanley before heading to Close Brothers Asset Management. Dominic is a Chartered Financial Analyst (CFA) Charterholder and a holder of the CISI Level 4 Investment Advice Diploma.

Last Updated: July 22, 2025

Lucy is an assistant investment manager and joined Greenbank in 2020. She graduated from Cardiff University 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: July 22, 2025

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.