Last Updated: July 22, 2025

Danny is an investment manager who has worked in the industry for 20 years. His primary responsibilities are the provision of discretionary investment management solutions for individuals, family trusts and pensions.        Having started his investment career at Lloyds Private Bank in Mayfair he moved to Williams de Broe in 2006. The firm was acquired by Investec in 2011. He left to join Rathbones in 2014.    He is a Chartered Member of the Institute for Securities & Investment. 

Last Updated: July 22, 2025

William graduated from Manchester University with a 2:1 degree in History and started his career at Douglas Deakin Young (now part of Duncan Lawrie) in 2000. William joined Rathbones in September 2014 from Jupiter Asset Management, having also previously worked at Bestinvest. Throughout his career he has managed portfolios for a wide variety of families, individual clients, pension funds and charities, and spends much of his time working with Independent Financial Advisers and on behalf of their clients. William is a Chartered Member of the CISI (MCSI).  

Last Updated: July 22, 2025

Jonny is an investment manager in the Winchester office. He joined Rathbones in summer 2019 having moved from Quilter Cheviot where he worked for eight years. Jonny is a Fellow of the Chartered Securities Institute and is a Chartered Financial Technician (CFTe) and a member of the Society of Technical Analysts (MSTA). He and his young family are based in Southampton.

Last Updated: July 22, 2025

Matthew has worked as an investment manager since 2004. Having previously worked at Quilter & Co, he joined Rathbones’ Birmingham office to add to the team spearheading growth in the Midlands and wider region. Matthew specialises in providing and managing bespoke investment solutions for SIPPs/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and friendly societies.

Last Updated: July 22, 2025

Rory joined the Greenbank team as a Trainee Investment Manager in 2023 having worked in a number of financial services roles in the six years prior. He studied Business Management at Cardiff University, receiving a Bachelor of Science (Hons) in 2017. Rory is currently studying towards his CISI Level 4 Investment Advice Diploma.

Last Updated: July 22, 2025

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

Last Updated: July 22, 2025

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Last Updated: July 22, 2025

Hayley is a client service executive, having joined Rathbones in January 2019. She has over eight years’ experience in the financial services industry and prior to her current role was an investment manager’s assistant at Arbuthnot Latham & Co. having worked in insurance and corporate banking prior to this.  Hayley is responsible for all aspects of client administration and supports Alex Dow and Libby Barrett within the charities team.

Last Updated: July 22, 2025

Tim Hurst has been employed in the front office of the Wealth Management industry since 2000. Tim provides bespoke management services to high net individuals, families, corporates, and intermediaries. Tim manages Portfolios, including AIM (IHT), ISAs, Pensions and Trusts.  Tim is a chartered fellow of the Chartered Institute for Securities & Investment and is educated to degree level. Tim was employed as a senior investment director for Investec Wealth & Investment, previously Rensburg Sheppards and was deputy manager of their Cheltenham office. 

Last Updated: July 22, 2025

I help clients with some of the most important decisions they'll ever make regarding their, and their family's, financial future. Many of my clients are investing for the first time so ensuring they understand how investments work, what can happen (good and bad) and how we work together is a key starting point. Building trust and understanding at the outset is crucial and if I feel our services, or investments generally, aren't suitable for them I will tell them up front. Equally, I have a large number of clients who have been serial investors for many years.

Last Updated: July 22, 2025

Natasha joined Rathbones in July 2017.  Prior to joining Rathbones, she worked at Amundi Asset Management as an institutional client associate responsible for looking after large corporates, local authorities and pension funds in UK and Ireland.  Natasha graduated with a 2:1 (Hons) degree in Business Management from Queen Mary, University of London in 2012. 

Last Updated: July 22, 2025

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work. Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.