Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Catherine Murphy

Investment Analyst

Catherine Murphy

Investment Analyst

Bristol

Catherine Murphy is an equity analyst at Greenbank and advises on charity funds. She holds a BSc in Biological Sciences from the University of Exeter and the CFA Certificate in ESG Investing. Catherine has over 20 years of experience in ethical and sustainable investment including as an investment manager at Henderson Global Investors (where she was a director of Henderson’s Socially Responsible Investment Team). Catherine joined Greenbank in 2004 and specialises in institutional mandates as well as identifying and applying sustainable investment principles to larger portfolios.

Catherine Murphy is an equity analyst at Greenbank and advises on charity funds. She holds a BSc in Biological Sciences from the University of Exeter and the CFA Certificate in ESG Investing. Catherine has over 20 years of experience in ethical and sustainable investment including as an investment manager at Henderson Global Investors (where she was a director of Henderson’s Socially Responsible Investment Team). Catherine joined Greenbank in 2004 and specialises in institutional mandates as well as identifying and applying sustainable investment principles to larger portfolios.

Charles Morgan

Investment director

Charles Morgan

Investment director

London

Charles is an investment director, he is responsible for the management of private client portfolios, including trusts, charities and pension funds (SIPPs). Charles began his career as a trainee stockbroker with Charles Stanley & Co in 1986 before joining Laurence Keen in 1990, which was acquired by Rathbones Group Plc in 1995. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charles is an investment director, he is responsible for the management of private client portfolios, including trusts, charities and pension funds (SIPPs). Charles began his career as a trainee stockbroker with Charles Stanley & Co in 1986 before joining Laurence Keen in 1990, which was acquired by Rathbones Group Plc in 1995. Charles is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charles Sargent

Investment director

Charles Sargent

Investment director

London

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.

Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Charles joined Rathbones in 2007 from Hargreave Hale where he worked as a stockbroker. Prior to this he worked as a freelance producer of factual entertainment and documentaries in the television industry.

Charles is an investment director, he manages a range of private client portfolios, pension funds, trusts and charities.

Charles has a degree in Business Administration and has completed the Chartered Securities Institute’s Masters in Wealth Management achieving a distinction in the final paper. He is a member of the Chartered Institute for Securities and Investment and sits on the firms Collectives Research Committee.

Charles joined Rathbones in 2007 from Hargreave Hale where he worked as a stockbroker. Prior to this he worked as a freelance producer of factual entertainment and documentaries in the television industry.

Charles Wilcox

Investment director

Charles Wilcox

Investment director

London

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charles has over 25 years' experience managing investments for charities, private clients and associated family trust structures. His principal role is as a senior fund manager with responsibility for over £250m of client money. He also sits on the Stock Selection Committee with particular expertise in UK companies. Charles is also the Rathbone representative on the FTSE/APCIMS Indices Committee. He was educated at Downside School and Exeter University where he attained a 2:1 degree in Economics and Geography. Subsequently he worked for Henderson Crosthwaite and Laurence Keen until the latter was acquired by Rathbones in 1998, where he has worked for c. 15 years.

Charlie Campbell

Investment manager

Charlie Campbell

Investment manager

London

Charlie is an investment manager, graduating from Bristol University in 2005 with an honours degree in Politics.

He joined Rathbones in February 2020 and works with Simon Parker, managing investments for a range of private client portfolios, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 15 years.

Charlie is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charlie is an investment manager, graduating from Bristol University in 2005 with an honours degree in Politics.

He joined Rathbones in February 2020 and works with Simon Parker, managing investments for a range of private client portfolios, trusts and pension funds. Prior to Rathbones he worked at Odey Asset Management and has been in the industry for 15 years.

Charlie is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Charlie Dennis

Business development executive

Charlie Dennis

Business development executive

London

Charlotte Metcalfe

Investment manager

Charlotte Metcalfe

Investment manager

London

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.

Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.

She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Charlotte is an Investment Manager and has worked in private client fund management since 2016. She joined Rathbones following three years working with Land Rover.

Charlotte manages investments for private individuals, family trusts and charities. In 2022, she was invited to join PIMFA's Under 40 Leadership committee.

She graduated from the University of Exeter in 2013 with a BA Hons in Politics. Charlotte is a Fellow of the CISI (Chartered Institute for Securities and Investments) having obtained the Investment Advice Diploma and the Chartered Wealth Masters in 2019.

Cheryl Kasler

Client Services Executive - Legal

Cheryl Kasler

Client Services Executive - Legal

London

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Chris Ashton

Investment sales executive

Chris Ashton

Investment sales executive

London

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners.

Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.