Last Updated: September 15, 2025

Peter is an Investment Director, responsible for delivering a bespoke portfolio management service for his clients and their advisors across the UK. A Chartered Fellow of the Chartered Institute for Securities & Investments, with nearly two decades of experience in wealth management, Peter works closely with individuals, families, trusts and their advisors, to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their financial decisions.

Last Updated: August 6, 2025

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

Last Updated: July 22, 2025

Charlie is an investment director and joined Rathbones in February 2020. He manages investments for a range of private client portfolios, charities, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 20 years having started his career in corporate broking.Charlie heads his team and works with George O'Rorke and Johanna Denbow.Charlie holds the CISI Level 7 Diploma in Wealth Management and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Esme joined Greenbank in October 2020 as a client service executive. She has worked in financial roles since 2017. Esme graduated from the University of the West of England in 2018 with a first class degree in Business Management with Accounting and Finance (Ba Hons). Esme is a diploma level qualified member of the CII (DipPFS), having achieved the level 4 diploma in financial advice. She continues to study in this area with a special interest in ESG investments.

Last Updated: July 22, 2025

Michael is an investment director and manages portfolios for a wide range of clients from individuals and families to pension funds and trusts. Michael graduated from Aberdeen University with an honours degree in Political Studies, and Stirling University with an MSc in Investment Analysis. He joined Speirs & Jeffrey in 1999 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Last Updated: August 4, 2025

I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.

Last Updated: July 22, 2025

Ivan began his investment management career in 1996 with Hargreave Hale, joining Rathbones from Gerrard Investment Management in 2005. Having graduated in 1996 with honours in Politics, Economics and Law from the University of Buckingham he has gained the Chartered Institute for Securities and Investment Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Last Updated: July 22, 2025

Amy joined Rathbones in 2013. She manages private client and Personal Injury and Court of Protection portfolios. Amy is a member of the Rathbones Fixed Income Collectives Committee.

Last Updated: July 22, 2025

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures.

Last Updated: July 22, 2025

Christophe has 18 years’ experience in providing and managing investment solutions for charities, not-for-profit organisations, and pension funds. He joined Greenbank in 2021 from Epworth Investment Management, where he was head of investment management. He is a Chartered Financial Analyst (CFA) Charterholder, having graduated in Philosophy, Politics and Economics from Jesus College Oxford. He has a master’s degree in Japanese Studies from the University of Leeds. He has experience as a charity trustee and is currently a trustee director of a charity defined benefit pension scheme.

Last Updated: July 22, 2025

Christopher graduated from Durham University in 2012 with an honours degree in Mathematics. He joined Speirs & Jeffrey in February 2013 and completed his professional qualifications in February 2015.Christopher is a Chartered Fellow of the Chartered Institute for Securities & Investment and works closely with Michael Wilson. He manages a number of client portfolios ranging from individuals to trusts and charities. 

Last Updated: July 22, 2025

Sam joined the Rathbones Cambridge office as Assistant Investment Manager in 2024. He holds a degree in Geography from the University of Plymouth and started his career in Financial Planning before moving into Investment Management. Sam holds the level 4 IAD and level 6 PCIAM qualifications and has over 7 years of industry experience. He is also pursuing the level 7 CWM qualification, continuing his ongoing commitment to professional growth in wealth management.