Last Updated: July 22, 2025

Oliver heads up the Strategic Partnership Team which provides a holistic wealth service to the clients of Investec. He manages a team of investment managers, financial planners and portfolio managers who sole focus is to achieve positive client outcomes. Oliver joined Rathbones in 2019 having come from Goldman Sachs as an investment manager, where his responsibility was to bring in new business and to manage the investments of UHNW clients. 

Last Updated: July 22, 2025

Margaret is an Assistant Investment Manager at Rathbones, working alongside Nicholas Darke and David Sylvester to manage investments for discretionary and advisory client portfolios. She joined Rathbones in 2022 through the Investment Management Graduate Scheme.Margaret holds an LLB Law degree from the University of Birmingham, which she earned in 2017, and a Master's degree in International Corporate Finance obtained in 2018.

Last Updated: July 22, 2025

David is an investment director responsible for managing private client portfolios, self-invested personal pensions, trusts and charities.  He joined Rathbones in 2014 and has over a decade of investment experience, having worked previously at Jupiter Asset Management and Brown Shipley. Prior to this David graduated from the University of Manchester with a first class honours degree in Economics and Finance. 

Last Updated: July 22, 2025

My priority is to understand my clients' current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities.

Last Updated: July 22, 2025

Adam is an investment director, having joined Rathbones in November 2019 from Aberdeen Standard Capital where he was a senior portfolio manager. Working with Will Kinman, he manages discretionary investment portfolios for UK & offshore domiciled individuals, companies and trusts.

Last Updated: July 22, 2025

Trevor Harris is the Managing Director of Rathbones Trust Company and has over twenty years’ experience advising families and trustees.  

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

Lee works alongside Mark Winchester in the Cambridge office, looking after client portfolios and as a dedicated point of client contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

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.