Last Updated: November 4, 2025

Louisa is an Assistant Investment Manager at Rathbones, where she manages relationships with high-net-worth clients and delivers bespoke investment solutions tailored to their individual goals. With over five years of experience in wealth management, she specialises in portfolio construction, tax-efficient structuring, and intergenerational planning, with a particular focus on structured products.

Last Updated: October 31, 2025

Stephen is deputy regional manager of the Edinburgh office. He specialises in the management of investments for private clients, trusts, and personal pension funds. Prior to joining Rathbones, he spent 15 years with Cornelian Asset Managers where he contributed to the early development of this smaller independent firm.  He trained with ABN AMRO Asset Management where he joined as a graduate from the University of Edinburgh in 1996. 

Last Updated: November 4, 2025

Tim is the head of global emerging market equities and fund manager. Tim is responsible for overseeing the global emerging market equity strategies at RAM. He has almost 40 years of investment experience. Before RAM he was Investment Director at GAM, in a similar role, for 12 years. He has also worked as Senior Portfolio Manager, managing long/short emerging market equities at CQS, and Senior Portfolio Manager and Director at Cazenove Capital Management.

Last Updated: November 11, 2025

The leaders of one in eight (12%) small and medium-sized enterprises (SMEs) - equivalent to around 680,000 businesses out of the UK’s 5.67 million - are actively planning to relocate themselves, their businesses, or both due to the current tax burden, according to a new poll by Rathbones, one of the UK’s leading wealth and asset management groups.

Last Updated: November 11, 2025

I primarily work with high-net-worth individuals, constructing and managing their investment portfolios and giving them the peace of mind that their plans for the future, including retirement, are on course. I find it extremely satisfying to help people achieve their life goals, often sooner than they expect.

Last Updated: November 12, 2025

Senior charity executives have warned that almost nine in 10 charities (87%) are being forced to sell assets and cut back on services as a result of continued delays in probate grants.

Last Updated: November 12, 2025

Mark has been the regional director since 2015, having joined Rathbones in 2001 to help open the Cambridge office. As well as being responsible for running and developing the Cambridge team, Mark has significant experience in managing private client, trust, offshore, pension fund and Charity portfolios. He has worked in the industry since his graduation in 1994.

Last Updated: November 12, 2025

Ben joined Rathbones Financial Planning in 2017 and is a Fellow of the Personal Finance Society. He passionately believes in the value of tailored holistic financial planning and working with clients to help them achieve their lifetime objectives. Ben advises clients across a broad range of areas including wealth preservation, investment structuring, retirement planning as well as succession and inheritance tax planning. He takes a proactive approach to ensure clients are reassured that they are making the right decisions with their wealth.

Last Updated: November 12, 2025

Pam is an investment Director, having joined Rathbones in 2024 and is based in the Cambridge office. Pam has been in the Wealth Management industry since 1986, managing investment portfolios for private clients, trusts, pension funds and charities. Before joining Rathbones Pam worked for fifteen years at Brooks Macdonald, heading up teams in both Kent and East Anglia.

Last Updated: November 14, 2025

Rathbones launches the Charity Growth & Income Fund, a multi-asset CAIF helping charities balance income needs and capital growth with responsible investment.

Last Updated: November 14, 2025

Paul has worked in financial services since completing his degree at Queens University Belfast. He has since completed various qualifications and is a Chartered Fellow of the PFS; a Fellow of the CISI; and a Certified Financial Planner™.  Paul began working at Rathbones in 2018 and is a Financial Planning Director & Team Leader of the Belfast Financial Planning team. Paul is also Chair of NI PFS Committee.  In his spare time, he likes to spend time with his family, enjoys dining out with friends, and plays squash.

Last Updated: November 14, 2025

I am an office coordinator and receptionist. I help with organising bookings for meetings, welcome clients into the office, assist clients and other providers when they call the office. I am also the health and safety coordinator as well as being first point of contact for the office.