Last Updated: October 24, 2025

Systemic barriers in finance hinder meritocracy. New research urges inclusive leadership and fair visibility to unlock innovation and drive growth.

Last Updated: October 13, 2025

Stephanie is an Investment Director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.

Last Updated: October 14, 2025

Camilla was appointed Chief Executive Officer, Wealth, Rathbones Group in June 2025, bringing over 30 years of experience in Wealth Management and Private Banking. She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra-high net worth segments, both onshore and offshore.

Last Updated: October 16, 2025

Adam joined Rathbones in 2021 after spending two and a half years at Investec in a Portfolio Management role. He now manages Personal Injury and Court of Protection Portfolios and relationships, and is a voting member of the Rathbones Diversifiers Investment Committee. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved both the CFA Charterholder and the Level 7 Chartered Wealth Manager qualifications.

Last Updated: October 16, 2025

Rathbones coalition drives compliance among FTSE 350 and AIM companies following targeted engagement.

Last Updated: September 30, 2025

Alan is an investment director for Rathbones Investment Management International and manages a range of private client, trust, corporate and charity portfolios. Alan is a Chartered Member of the Chartered Institute for Securities and Investment. Alan began his career in offshore finance in 1987 with AIB Bank in Jersey and prior to joining Rathbones in October 2012, he was responsible for AIB’s offshore investment proposition.

Last Updated: October 16, 2025

Rachit Chirania is an Investment Analyst in the Emerging Market Equities team, with over 11 years of experience in equity research and investment consulting. He has previously worked at GAM Investments and at a leading Asian sell-side firm, where he developed deep expertise in emerging markets, particularly India. Rachit is known for his ability to generate high-conviction investment ideas through a blend of qualitative and quantitative analysis, applying both top-down macroeconomic frameworks and bottom-up company-level insights.

Last Updated: November 6, 2025

Rory is an Investment Manager in the Edinburgh office managing portfolios for private clients, trusts, pensions and charities alongside Iain Currie and Clare Gunn. He joined Rathbones in January 2023 having spent almost 5 years as an Associate Director at 7IM, formerly TCAM, in Edinburgh. Rory is a Chartered Member of the Chartered Institute of Securities and Investment and is a Chartered Wealth Manager.

Last Updated: October 17, 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.

Last Updated: October 17, 2025

Alongside three other senior Investment Directors, Nick co-leads a team of 12 investment specialists advising high-net-worth individuals, families, and their companies/charities. Each wealth strategy is bespoke, shaped by clients’ tax, risk, income, and long-term legacy goals.  He specialises in the tax-efficient management of onshore and offshore portfolios, ISAs, pensions, trusts, and family investment companies.

Last Updated: October 21, 2025

Lucy is an investment manager at Greenbank having joined in October 2020. She graduated from Cardiff University in 2018 with a first class degree in Mathematics, Operational Research and Statistics (BSc). Lucy is a CFA Charterholder and has also achieved the CISI Level 4 Investment Advice Diploma in Securities.

Last Updated: October 23, 2025

Angela has over twenty-five years of investment experience . She joined Speirs & Jeffrey in 2014 and arrived at Rathbones in July 2019 following the integration of S&J. Angela started her investment career working as an investment manager for both Greig Middleton and  Smith & Williamson.  Angela manages a wide range of private client portfolios including pension and offshore bond investments. In addition she invests for a number of institutional portfolios including trusts and charities.