Our People

Phil is an investment director, who manages a variety of investment portfolios.  After graduating from Southampton University with an honours degree in Sports Science, Phil joined HSBC later that year.  Phil spent 14 years working in the Private Client department of HSBC Global Asset Management managing portfolios for private clients, personal pension funds, trusts and charities. He is a Chartered Member of the Institute for Securities and Investment.

Philip is a Chartered Financial Planner with over nine years’ experience of working collaboratively with his clients to structure their financial affairs to meet their financial objectives. He passionately believes in the value of proper financial planning and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.

Philip previously worked at the Private Bank C. Hoare & Co, joining Rathbones in August 2016. He is a Chartered Financial Planner and a Chartered Member of the Chartered Institute for Securities and Investments.

Phil is head of business of business development directors at Rathbones having joined Rathbones in May 2012 after 24 years with AXA. He works closely with Vision Independent Financial Planning Ltd and a select group of Financial advisers based in the West.

Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.

Rachel is a tax manager, joining Rathbones in 2005 after gaining five years invaluable experience with HMRC. Rachel has a sound, working knowledge which is important when liaising with HMRC on a frequent basis. She specialises mainly in personal taxation but is also involved in VAT compliance for non-resident entities.

Rachel prides herself on building strong, professional relationships with her portfolio of clients.

Rahab is the sustainable multi-asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolio funds. She joined Rathbones in 2021, having worked previously as a junior responsible investment specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a Chartered Financial Analyst (CFA) charterholder.

Ramsay joined Rathbones in 2023. He spearheads the client development activities across Scotland, delivering discretionary portfolio management services to private clients, charities and trusts. He is also responsible for developing and managing intermediary relationships.

Ramsay started his career in 2007 as a Trainee Investment Manager with Brewin Dolphin in London before moving to Switzerland to work for a Zurich based Hedge Fund.

Since returning to Scotland in 2014, Ramsay has held client facing investment roles with a large Family Office, Swiss Bank and a Global Investment Manager.

Ramsay holds an MSc in Investment Management and is a Chartered Fellow of the CISI.

Randolph is an investment director, Chartered Accountant and is a Fellow of the Chartered Institute for Securities and Investment.  Randolph previously led an investment team at Schroders Private Bank.  Before joining Schroders, he was Director in charge of charities at Lazard Asset Management running investments for a number of larger UK charities.  He also worked at Deloitte and Touche Accountants.

After leaving school, Randolph served five years in the Royal Navy and his last appointment was as a Navigating and Operations Officer on HMS Swallow in the Hong Kong Squadron. Subsequently, Randolph attended Buckingham University where he was awarded a degree in Financial Management and Accountancy.

Until December 2016 Randolph was a Director of the Armed Services Investment Company that oversees the investment for over 100 military charities and also until December 2016 a Trustee of the Winston Churchill Memorial Trust.

Randolph is currently a Trustee of the War Memorial Trust, President of the International Churchill Society, Patron of The Biggin Hill Memorial Museum Trust, a Patron of Winston’s Wish and the JAGS Foundation.

Raphaela is an assistant investment manager supporting Charles Sargent, Thomas Weston-Davies and Elizabeth Hart with discretionary portfolio management. The team provides personalised investment management services for private individuals, pensions and trusts. Raphaela is part of the Rathbones Financial Adviser Investment Committee which produces model portfolios and investment content for independent financial advisers.

Raphaela joined Rathbones in 2020 on the graduate program after gaining a first class degree in Geography from the University of Edinburgh. She is a Chartered Member of the CISI (Chartered Institute of Securities and Investment) having achieved the Investment Advice Diploma. Raphaela has passed the CFA (Chartered Financial Analyst) Level I exam.