Last Updated: November 14, 2025

Sam joins our Guildford Team from RBC Brewin Dolphin, where he spent 11 years in Private Client Wealth Management. A Chartered Fellow of the Securities Institute, he specialises in managing bespoke investment portfolios for individuals and trusts, with particular interest in areas such as ethical investing, investing during wealth decumulation and investing holistically across a family’s asset base and objectives.

Last Updated: October 27, 2025

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Last Updated: October 27, 2025

I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

Last Updated: October 27, 2025

Anique joined Greenbank in 2016 having started her career with Stonehage Fleming in London in 2014. Anique has a Bachelor of Business Science (Hons) in Finance and Accounting, and a Postgraduate Diploma in Accounting from the University of Cape Town, and a Masters in Finance and Management from the University of St Andrews. Anique is a Chartered Financial Analyst (CFA) Charterholder and is a chartered member of the Chartered Institute for Securities and Investment. She has been awarded the CFA UK Level 4 Certificate in ESG Investing.

Last Updated: October 27, 2025

Fiona joined Rathbones as an investment director in 2016. At Rathbones Fiona concentrates on investments for private individuals, their pensions, family trusts and charities, specialising in the management of multi-asset investment portfolios. She is a qualified Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma. Fiona also holds a Diploma in Financial Planning with the CII.

Last Updated: October 27, 2025

My priority is assisting clients in meeting the objectives set for their portfolios, whilst keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA's and trustees, managing a wide range of portfolios including general investment accounts, ISA's, SIPP's, offshore bonds and trusts.

Last Updated: October 27, 2025

Jodie joined Rathbones in Jersey in 2020 before moving to the London office in October 2022. She has experience managing multi-asset discretionary portfolios for private clients, offshore trusts, pensions, and charities. She began her career in 2016 at RBS International where she worked in Institutional FX and Rates Sales.

Last Updated: October 27, 2025

My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.

Last Updated: October 27, 2025

Rebecca joined Rathbones in 2024 and leads a Financial Planning division based in London.Previously Rebecca led the Financial Planning team at Brown Shipley and advised clients on all aspects of financial planning.Rebecca is a Chartered Financial Planner, Fellow of the Personal Finance Society and Chartered Fellow (Financial Planning) of the CISI.

Last Updated: October 27, 2025

Tiffany is an Investment Director specialising in the management of portfolios for individuals, charities, trusts and family office arrangements, both onshore and offshore. Looking after clients who are new to investments as well as those with industry experience, Tiffany helps clients understand and meet their investment objectives.

Last Updated: October 27, 2025

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

Last Updated: November 5, 2025

Tamarin specialises in international portfolio management with expertise across dollar, sterling and euro strategies. She manages bespoke multi-asset portfolios tailored to a wide range of local and international structures including ISAs, SIPPs, trusts, investment companies, charities and offshore bonds.