Our People

Linda is a trust director, joining Rathbones Trust Company Limited in March 2000 from Kleinwort Benson Private Bank. Linda is an Associate of the Institute of Bankers and completed the old style Trustee Diploma, beginning her career at National Westminster Bank in 1974. At Kleinwort Benson, Linda was responsible for the trusts and financial affairs of the founding families and more recently having overall responsibility for the trustee department.

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 joined Greenbank in 2020. She graduated from Cardiff University with a first class degree in Mathematics, Operational Research and Statistics (BSc).

Lucy is an associate member of the Chartered Institute of Securities and Investments having achieved the CISI Level 4 Investment Advice Diploma (Securities) in April 2021. She will shortly begin her studies towards the CFA Level 1 qualification.

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.

Joined in May 2023. Business Development Director responsible for Financial Adviser relationships in Scotland and Northern Ireland.

Previously spent 10 years at LGT Wealth Management. Have also held senior positions in Private Banking at Butterfield Private Bank, Coutts, RBS & Natwest Private Banking.

Diploma qualified with the PFS and a Chartered Fellow of the CISI

Malvee is a chartered financial planner working within the Rathbones Advice team and joined the business in 2020. Prior to this, Malvee worked within a boutique wealth management firm advising HNW clients including accountants and barristers.

Malvee has a degree in Economics from the University of Leeds and spent a year working within HM Treasury in the Savings and Investment Team. Malvee has a personal interest in empowering more women to gain independence and confidence with their financial planning.