Last Updated: July 22, 2025

Matthew has worked as an investment manager since 2004. Having previously worked at Quilter & Co, he joined Rathbones’ Birmingham office to add to the team spearheading growth in the Midlands and wider region. Matthew specialises in providing and managing bespoke investment solutions for SIPPs/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and friendly societies.

Last Updated: July 22, 2025

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.

Last Updated: July 22, 2025

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: July 22, 2025

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Last Updated: July 22, 2025

Hayley is a client service executive, having joined Rathbones in January 2019. She has over eight years’ experience in the financial services industry and prior to her current role was an investment manager’s assistant at Arbuthnot Latham & Co. having worked in insurance and corporate banking prior to this.  Hayley is responsible for all aspects of client administration and supports Alex Dow and Libby Barrett within the charities team.

Last Updated: July 22, 2025

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts.  Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office. 

Last Updated: July 22, 2025

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years.

Last Updated: July 22, 2025

Natasha joined Rathbones in July 2017.  Prior to joining Rathbones, she worked at Amundi Asset Management as an institutional client associate responsible for looking after large corporates, local authorities and pension funds in UK and Ireland.  Natasha graduated with a 2:1 (Hons) degree in Business Management from Queen Mary, University of London in 2012. 

Last Updated: July 22, 2025

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work. Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Last Updated: July 22, 2025

Ben joined Rathbones’ research department in 2019 as a generalist covering UK and overseas equities. Ben formerly worked for 10 years as a buy-side analyst at Manulife Asset Management with primary responsibility for the Industrials, Telecommunication Services, and Material sectors in Europe and Japan. His role there included performing in-depth company research, portfolio construction and client communication. He graduated with a 2:1 degree in English Language and Literature from Oxford in 2006 and is a Chartered Financial Analyst (CFA) charterholder.

Last Updated: July 22, 2025

I'm the director in charge of managing our Manchester office as well as being responsible for managing significant funds for Investec clients. I look after the assets of private individuals and trusts as well as personal pension schemes and charities. Additionally, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. The establishment of a strong relationship with my clients is of paramount importance, however working as part of a broader team is also critical to ensure that their needs can be met at all times.

Last Updated: July 22, 2025

I am responsible for managing multi-asset portfolios and providing bespoke investment management solutions on behalf of high-net-worth individuals and families. Specialising in onshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured. I enjoyed playing Rugby, Cricket, Football and watching Golf. Time has now reversed the order and I now play Golf, whilst watching the other three sports.