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.  

Last Updated: August 26, 2025

New research by Rathbones Group shows buy to lets and holiday homes in tourist hotspots have been particularly vulnerable, with rising borrowing costs and weaker capital gains undermining their long-term investment case.   

Last Updated: September 5, 2025

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.

Last Updated: August 26, 2025

Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.

Last Updated: September 1, 2025

Ailsa graduated from the University of Aberdeen in 2015 with an honours degree in Economics. Thereafter, she joined Speirs and Jeffrey which was fully integrated with Rathbones in July 2019. Ailsa is an Assistant Investment Manager working alongside Vicki Linton and Alistair Crichton. She assists in the management of portfolios for a range of clients including individuals, families, trusts, and charities.

Last Updated: September 1, 2025

I joined Rathbones in 2024 as a Trainee Investment Manager. My role involves supporting Investment Managers and Investment Directors with client servicing and portfolio administration, responding to client queries, and learning the intricacies of investment management. I am currently studying towards the Chartered Wealth Manager qualification with the Chartered Institute for Securities & Investments. I began my career in 2023 with The McKnight Financial Group as a Trainee Financial Adviser, where I gained foundational experience in financial planning and client engagement.

Last Updated: September 1, 2025

Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability   Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.   Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.  

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Last Updated: September 22, 2025

Jay is an Investment Director and Chartered Wealth Manager, helping clients build sustainable, long-lasting wealth. Whether that wealth is still being accumulated or already established, Jay ensures the investment strategy is aligned with each client’s broader life, business, family, and career goals. This gives clients the freedom and clarity to focus on what matters most to them. Jay has worked within the Rathbones Group for over a decade, joining Investec Wealth & Investment in 2015 before becoming part of Rathbones in 2023.