Last Updated: October 27, 2025

I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

Last Updated: October 27, 2025

I joined the graduate program at Saunderson House (now Rathbones Financial Planning) in 2014, after graduating from the University of Manchester with a first class degree in International Management. I achieved Chartered status in 2018.  I enjoy working closely with my clients, helping them identify their short and long term financial objectives, and providing the strategic financial planning that guides them in understanding how their wealth can translate into reaching financial independence.

Last Updated: October 27, 2025

Camilla is an Investment Director working closely with Charles Wilcox to manage bespoke discretionary portfolios for private clients, pensions, and trusts. She is committed to building long-term relationships and delivering a highly personalised service that reflects each client’s goals and values. She particularly enjoys getting to know her clients, understanding what really matters to them, and helping them navigate decisions about their wealth with clarity and confidence.

Last Updated: October 27, 2025

Rebecca is a Senior Investment Director delivering a bespoke portfolio management service for clients and their advisers. Prior to joining Investec Wealth & Investment, Rebecca read Classics at the University of Oxford. She is a member of the Chartered Institute for Securities and Investment, having completed both the Chartered Wealth Manager Qualification and the Investment Advice Diploma. Rebecca is also a CFA (Chartered Financial Analyst) Charterholder.

Last Updated: October 27, 2025

Stephanie Sotiriou joined Greenbank in October 2021 and is an assistant investment manager. She was previously the investment manager of ESG fund-of-fund portfolios at TAM Asset Management. Stephanie has a Bsc (Hons) in Economics from The London School of Economics. She is a CFA Charterholder and a holder of the CFA UK Level 4 Certificate in Investment Management (IMC).

Last Updated: October 27, 2025

Jess works closely with James Blosse-Lynch and David Parsons, managing discretionary multi-asset investment portfolios for a variety of private clients, trusts, charities, and pensions.  She joined Rathbones in 2023, having previously worked as a financial planner and portfolio manager at Saunderson House.Jess is a Chartered Wealth Manager (CISI), a Chartered Financial Planner (APFS), and holds the CFA Diploma in Investment Management (ESG). She graduated in 2014 with a BA (Hons) degree in Economics and Politics (2:1) from the University of Sheffield.

Last Updated: October 27, 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: October 27, 2025

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning.

Last Updated: October 30, 2025

Gabbie joined Rathbones in 2021 having graduated from The University of Essex with an BA (Hons) degree in History and Economics. Gabbie attained her Professional Assessment in Sustainable and Responsible Investment in 2021. 

Last Updated: October 30, 2025

Lee supports advisers when building their investment proposition. He has 15 years’ experience in financial services, and joined Rathbones after time at Investec Wealth & Investment, Brooks Macdonald and AXA. He's interested in health and wellbeing, so likes to spend time at the gym and swimming. 

Last Updated: October 30, 2025

Sam is the Head of Discretionary and Global Financial Institutions. Before this he was a Business Development Director at Franklin Templeton, for seven years, with responsibility for establishing and maintaining relationships across multi-managers, global financial institutions, private banks, family offices, DFMs and advisory clients. He also spent seven years at Hermes Fund Managers in wholesale business development in the UK and Channel Islands.

Last Updated: November 4, 2025

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