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Lauren O'Leary

Last Updated: August 8, 2025

Lauren joined Greenbank in 2024 as an Ethical, Sustainable, and Impact Researcher. She is responsible for evaluating investments against a comprehensive range of environmental, social, and governance criteria, and conducting in-depth thematic research on emerging responsible investment issues. She has a strong background in environmental research, climate policy, and sustainability consulting, having worked at PwC and an economic consultancy firm. 

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Toby Saunders

Last Updated: August 14, 2025

Toby Saunders joined Rathbones in 2024 as an Investment Director, bringing over a decade of experience in wealth management. He works closely with individuals, families, charities, trusts, and pension schemes to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their investment decisions. Toby began his career at J M Finn, where he trained as an Investment Manager, before moving to Quilter Cheviot in 2018. He holds a degree in Neuroscience from the University of Manchester and is a Chartered Wealth Manager.

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Scott Cassie

Last Updated: September 2, 2025

Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances. Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning north of the border, Scott has worked in boutique wealth management firms and has been advising private clients across Scotland.

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Charlie Newsome

Last Updated: September 4, 2025

I have built an outstanding career at Investec and Rathbones, distinguished by his impressive performance in wealth management. Over the past five years, I have consistently delivered top-tier results, a testament to my skill in generating strong, reliable returns. My achievements have earned the prestigious Wealth Manager of the Year award, reflecting both my performance and commitment to excellence. My success is driven by a client-focused approach, carefully balancing growth with risk management to align investments with clients’ unique goals.

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Lisa Haines

Last Updated: September 5, 2025

Lisa joined Rathbones in 2025 as an Investment Director. She provides investment advice and manages assets on behalf of wealthy individuals, families, trusts and charities. She works closely with financial planners and tax specialists to ensure her clients’ objectives are met in the most efficient manner. Prior to joining Rathbones Lisa spent 15 years with SG Kleinwort Hambros, where she looked after a wide range of clients, including entrepreneurs, city professionals and senior executives, especially those within the media and entertainment industry.

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Will Rigg

Last Updated: September 15, 2025

Will Rigg is an Assistant Investment Manager who works closely with Investment Directors Andrew Waddell, Brendan Butler, and William Metcalfe. He helps manage a range of bespoke portfolios, including SIPPs, ISAs, and discretionary trusts, for private clients, financial advisers, and solicitors. Will holds a 2:1 Master’s degree in Chemical Engineering from Heriot-Watt University. He is a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities & Investment (CISI).