Last Updated: July 22, 2025

Shaun leads our Guernsey business and has more than 43 years’ experience in private banking, wealth management and trust planning for local and international high-net-worth clients. Shaun Joined Investec Bank (CI) Limited’s Leadership Team in 2001 with responsibility for Private Clients. In 2012, Shaun helped establish Investec Wealth & Investment (CI) Limited and leads the business as Executive Director. Shaun has also been appointed an Executive Director of Rathbones Investment Management International Limited following the recent merger.

Last Updated: July 22, 2025

I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us.

Last Updated: July 22, 2025

Janelle is a senior client service executive at Rathbones. She has over 10 years’ experience in finance-related companies and joined Rathbones in October 2011 having been in the audit department at Baker Tilly (now RSM Tenon).  She is responsible for all aspects of client administration and supports the charity/institutional team. Janelle has completed the Investment Advice Diploma and is an Associate of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

I work closely with clients and their professional advisors, to achieve the most suitable investment solutions for them. My client base consists of private individuals, companies, Trusts and charities. My aim is a simple one; to become a deeply trusted advisor and to ensure we always deliver a high standard of personal service. The key to this is good, straight forward, dialogue and communication. This should ensure that my clients and their advisors feel empowered and confident at all times and I have sufficient knowledge, to make the correct investment decisions.

Last Updated: September 1, 2025

I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client's unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.

Last Updated: July 22, 2025

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Last Updated: July 22, 2025

James Boulter is Head of Portfolio Management for the Private Office and Strategic Partnership teams. James joined Investec in 2016, where he now oversees the management of portfolios for high net worth clients.

Last Updated: July 22, 2025

Lorraine is an investment manager responsible for managing investment portfolios on behalf of private clients, trusts and charities.  She has worked in investment management for over 16 years and is a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Regulation & Compliance and Private Client Investment Advice and Management examinations.  Prior to joining Rathbones, Lorraine was an investment manager with Brewin Dolphin, Glasgow.  

Last Updated: July 22, 2025

James is an investment director and joined in April 2012 having worked at Newton Investment Management Limited for 12 years. He is responsible for a wide range of clients including private portfolios, family trusts, charities and personal pension plans. He is a graduate from Aston University with a BSc in Managerial and Administrative Studies. He is an Associate Member of both the Chartered Institute of Securities and Investments and the CFA.

Last Updated: July 22, 2025

I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.

Last Updated: August 27, 2025

Tony began his career in financial services in 1984 working for Commercial Union, before moving to Barclays where he specialised in pension plan administration. He joined Saunderson House in 1989 as a trainee financial planner, where he built extensive experience in successfully helping individuals manage their wealth, and was appointed a Director of the company in 1996. In January 2012, he became the Chief Executive Officer and is a member of the Saunderson House Board of Directors. 

Last Updated: July 22, 2025

My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I'm proud to lead an established team which is developing long-lasting roots in Bristol.