Last Updated: July 30, 2025

Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range   

Last Updated: August 20, 2025

Workers aged 51–53 could be the first affected if the state pension age rise to 68 is brought forward by a year, potentially reducing their pension payments by up to £17,774, according to new calculations by Rathbones, one of the UK’s leading wealth managers.

Last Updated: July 31, 2025

Claire joined Rathbones in 2021, initially working in the Chichester office, as a Client Service Executive. More recently Claire has moved to the Guildford office.Claire has worked in the financial services industry for over 20 years, and started her career at Lloyds TSB, providing administrative support to both clients and Investment Directors. In October 2023 Claire obtained the CISI Introduction to Securities and investments qualification.

Last Updated: July 31, 2025

Robert has over 25 years’ experience in the finance industry and supports our Investment Managers in all aspects of the business, including client administration. He is an associate member of the Chartered Institute for Securities and Investment and joined Rathbones in 2011.

Last Updated: September 1, 2025

Angela is primarily responsible for all Front of House duties including hospitality and dealing with switchboard calls. She also assists with co-ordinating meetings and events, supporting Investment Managers and general office duties. She joined Rathbones in 2011 having previously worked at Barclays Wealth (formerly called Gerrard Investment Management) as a secretary for 10 years. Angela has over 25 years secretarial and administration experience.

Last Updated: August 7, 2025

Dean is a financial planner based in Bristol, with over 10 years’ experience in the industry and has been with Rathbones since 2021. Dean provides holistic financial planning advice to individuals, families, trusts and business owners, assisting them in planning for and achieving their financial goals. Dean is experienced in all aspects of financial planning, including investment structuring and tax efficiency, retirement planning and income strategy, in addition to protection, estate, and inheritance tax planning.

Last Updated: August 7, 2025

Beth joined Rathbones in 2016 as an Administration Assistant, she was promoted to a CSE in 2018 and became a Senior CSE in 2023. She works closely with a team of three CSEs to support a desk of four Investment Directors and Managers in the Bristol office. Beth has worked in the financial services industry for over 12 years having started her career at Rowan Dartington as well as working as a Personal Assistant. Beth lives in North Somerset with her husband and daughter. She enjoys reading, walking, yoga and playing with her family in the garden.

Last Updated: August 6, 2025

Cameron joined Greenbank in May 2023, following a year of working at Rathbones as an Administrative Assistant. Before entering the world of investments, Cameron worked in the legal industry, specialising in Wills and Probate. He now looks forward to expanding his knowledge and has recently signed up to the CISI level 3 Investment Operations Certificate.

Last Updated: August 7, 2025

Kyle joined the Bournemouth office in 2022 as an Investment Administration Apprentice, as Bournemouth's first apprentice. After a year and a half, he had passed his qualification with Multiverse and became a full time Investment Administrator in the Bournemouth office. Kyle is now studying towards his Investment Advice Diploma.

Last Updated: August 7, 2025

I work within a team managing discretionary portfolios for a range of clients including private clients, IFA clients, pension schemes, trusts and charities. I am here to help clients with any administration queries should they need my assistance and to provide a point of contact within the team.

Last Updated: August 8, 2025

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios.

Last Updated: August 8, 2025

I joined the Bournemouth office in July 2018 as an Investment Administrator. I work within a team that manage discretionary portfolios for a range of clients including private clients, pension schemes, trusts and charities and IFA clients.