Our People

Lee supports the investment team in Cambridge and provides clients with a dedicated point of contact. He also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Lee studied International Relations with Political Economy at the University of Birmingham and graduated in 2014. He is an Associate member of the Institute for Securities & Investment. Lee is studying towards his Masters in Wealth Management. In his spare time he enjoys running, cycling and bouldering.

Libby is an Investment Director on the charity team, having joined Rathbones in 2012 after graduating from Bristol University with a first-class honours degree in chemistry. She is an associate of the Chartered Institute for Securities and Investment, having obtained the investment advice diploma, and is also a chartered financial analyst (CFA) charterholder.

Libby specialises in managing charity and institutional portfolios. Libby chairs the developed equities committee within Rathbones, specialising in the selection of North American funds. Libby is a charity trustee in her own right and also sits on the Rathbones foundation committee.

Lily joined Rathbones in 2020 as a client service executive having previously worked in a similar role at Brewin Dolphin for two years and formerly Brooks Macdonald. 

Lily is a Member of the Chartered Institute for Securities & Investment. She is a holder of the CISI Investment Operations Certificate and is currently studying towards the CISI Investment Advice Diploma. 

Lizzie joined Rathbones in 2019 having previously worked at Seven Investment Management as a private client assistant relationship manager for just under four years.

She has nearly ten years’ experience in back office/operation asset transfers and front office roles with Tilney Bestinvest and Octopus Investments.

Lorraine is an investment manager responsible for managing investment portfolios on behalf of private clients, trusts and charities. 

She has worked in investment management for over 16 years and is a Chartered Fellow of the Chartered Institute for Securities and Investment, having completed the Regulation & Compliance and Private Client Investment Advice and Management examinations.  Prior to joining Rathbones, Lorraine was an investment manager with Brewin Dolphin, Glasgow.  

Lou is a client service executive in our Cambridge office.

She studied English Literature at Anglia Ruskin University in Cambridge and graduated in 2016. Shortly after she joined Rathbones in December 2016 and has since completed the IOC and is now studying towards a level 4 IMC qualification.

Lou supports the investment team and provides clients with a dedicated point of contact for their non-investment needs. She also sits on the Rathbones Cambridge Charity Committee, helping to support and fundraise for charities in the local area.

Louisa is a Trainee investment manager based in the London office. She works alongside a wider team of six investment professionals providing bespoke investment solutions for a wide range of clients and helping them to achieve their objectives. She also works closely in tandem with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and/or intergenerational planning.

Louisa joined Rathbones in 2023 after accumulating four years of experience within the St James's Place Investment division at Rowan Dartington. She is an Associate Member of the CISI, completing her Investment Advice Diploma in February 2023.

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Lucy graduated from the University of Leeds in 2011 with a 2.1 Honours Degree in Accounting & Management. Lucy is a Chartered Fellow of the Chartered Institute for Securities and Investment and has obtained the Investment Advice Diploma and Masters in Wealth Management. She is a Chartered Alternative Investment Analyst and holds the PMI Level 3 Award in Pension Trusteeship. Lucy has also completed an Executive MBA with Cranfield University.

Marcus is an investment director specialising in private client portfolio management, associated self invested pension schemes and trusts. He also manages investment portfolios on behalf of charities.

He is a graduate of Exeter University and the Royal Military Academy Sandhurst, and is a Chartered Fellow of the Chartered Institute for Securities and Investment. The early part of his financial career was spent at Killik & Co in London before joining Rathbones in 1997.