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.

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. 

Last Updated: August 8, 2025

Cameron joined the Greenbank investment research team in 2022 and is an investment analyst, responsible for ethical and sustainable investment research, coverage, appraisal and generating new stock ideas to recommend to the Stock Selection Committee for UK and overseas equities. 

Last Updated: August 20, 2025

Laura Hobbs, Investment Director has 15 years’ experience in financial services, with over a decade working with not for profit clients. Laura joined Rathbones as an Investment Director within the specialist Greenbank team in 2022 where she is dedicated to advising and managing investments for charity clients.

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.

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.

Last Updated: September 2, 2025

Colin joined Rathbones in November 2024 as an Associate Financial Planning Director. He specialises in providing personalised advice to private clients, with a particular focus on retirement planning and estate planning. Colin takes a people focused approach and enjoys building a financial plan that prioritises what’s important to clients to enable them to achieve their financial goals.

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.

Last Updated: September 4, 2025

Laura is an Assistant Investment Manager working within the Edinburgh Office and provides investment support to Justin Armet. Laura joined Bank of Scotland Portfolio Management Service in 2008 as an Investment Administrator. She moved to Rathbones in July 2010, following the acquisition of the Bank of Scotland business from Lloyds. Laura completed her Investment Advice Diploma in 2017 before moving into a management role.