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: 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.