Last Updated: September 17, 2025

Rathbones warns passive bond funds miss key credit shifts: 202 fallen angels and rising stars since 2020 highlight the need for active fixed income management.

Last Updated: September 18, 2025

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.

Last Updated: September 22, 2025

Rathbones launches upgraded MPS as IFAs say portfolio management cuts growth by up to 20%, urging a sharper focus on financial planning.

Last Updated: August 26, 2025

Nearly one in 10 estates liable for inheritance tax (IHT) paid over £500,000 in the latest available year, with the number expected to rise from April 2027 when pensions are set to be included in IHT calculations, according to data obtained by Rathbones, one of the UK’s leading wealth and asset management firms.

Last Updated: August 20, 2025

Gareth is an Investment Director at Rathbones Investment Managers with over 20 years of experience in wealth management. He specialises in delivering personalised investment strategies tailored to the unique needs and goals of individuals and families. Gareth provides clear and transparent guidance to help clients navigate complex markets with confidence. He works closely with financial advisers and accountants to ensure investment strategies complement broader financial and tax considerations, offering a comprehensive approach to wealth management.

Last Updated: August 20, 2025

Sophie joined Rathbones in 2018 bringing with her a strong foundation in a client-focused approach. She is now a Chartered Investment Manager, providing fully discretionary and bespoke portfolio management services to a diverse range of clients, including private individuals, companies, trusts, and charities.

Last Updated: August 20, 2025

Imogen serves as a vital support to our Cheltenham team, ensuring day-to-day functions run seamlessly and efficiently. In the role of Team Assistant, Imogen manages scheduling, coordinates meetings & events, and ensures smooth execution of core operational tasks. Imogen also works alongside our Portfolio Managers, and provides administrative support to them.

Last Updated: August 20, 2025

Laura MacRae joined the Greenbank team as a Trainee Investment Manager in 2023, bringing with her early career experience from the banking sector, having previously worked at Handelsbanken in Exeter. She holds a BSc (Hons) in Economics and Geography from the University of Birmingham, graduating in 2021. Laura is currently working towards the CISI Level 4 Investment Advice Diploma as part of her professional development.

Last Updated: August 20, 2025

Victoria provides administrative and investment support to the team and their clients. Victoria began her career in financial services in 2021 at Rathbones’ Exeter office. As part of her role, Victoria was responsible for liaising with clients and external financial advisers and handling all administrative matters pertaining to the management of clients’ investment affairs.

Last Updated: September 11, 2025

Matt is an investment director managing discretionary portfolios for private clients, trusts and charities. Matt started his investment career with Baring Asset Management in 2000 and was most recently Head of UK Domestic Investment Management at SG Kleinwort Hambros. Matt is a graduate of the University of Birmingham, holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). 

Last Updated: August 26, 2025

Households paying inheritance tax are set to surpass the previous record within a couple of years, Rathbones, one of the UK’s leading wealth management firms, said today as HMRC published its latest official statistics covering the 2022/23 tax year.

Last Updated: August 26, 2025

Wealthy parents are increasingly donating more to charity amid a rising inheritance tax (IHT) burden and concerns about the impact of leaving too much money to their children, a new study * from Rathbones Group, one of the leading UK wealth management firms, shows.