Our People

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Sam joined Rathbones as an investment manager in January 2022. He is a CFA Charterholder, a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the CISI Level 6 Diploma.

Sam has been managing multi-asset portfolios for a wide range of private clients, pension funds, trusts and charities since 2013. He now specialises in working with financial advisers and their clients. Sam holds a BEng in Civil Engineering and an MSc in Finance.

Samantha joined Rathbones, London, in September 2014 as an investment director, having previously been a private clients and charities director at Jupiter Asset Management for over thirteen years.  Samantha started her career at Lazard Asset Management.  Throughout her career she has looked after large family groups and both public and private charities.  She specialises in succession planning for large family groups and divorce.

Samantha has a degree in French and Management Studies from Reading University where she also spent one year at l’IAE de Poitiers studying for a MBA.

Sammy co-manages the Rathbones Global Opportunities Fund with James Thomson. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan- European Equity Sales providing both primary and secondary advice to Hedge Funds, Institutional and Private clients. Sammy has a Bachelor’s degree from Edinburgh University and completed a Master’s degree at Cambridge University in 2001.

Sanjiv started his career at Morgan Grenfell Asset Management (later Deutsche Asset Management) in 1996 where he was an investment manager and equity research analyst. In 2006 he joined Alliance Bernstein to focus on equity research for mid-cap companies and later moved to Investec Wealth & Investment.

Sanjiv graduated from Oxford University with a degree in Philosophy, Politics and Economics and has passed the Institute of Investment Management and Research (IIMR) exams.

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

After qualifying as a tax technician, Sarah predominantly gave advice to owner manager businesses and companies. However, since joining Rathbones she has specialised in Personal Taxation and Inheritance Tax. 

Sarah joined Rathbones in July 2015 having previously worked for Quilter Cheviot as an investment administrator. She started her administrative career in 2004 in various industries and has over a decade of investment admin experience.

Sarah lives in Kent with her partner and young daughter. In her spare time she is a keen photographer having studied photography and art in Leicester.

Sarah works in our Cambridge office assisting Simon Whitmore to look after the needs of his clients. She joined Rathbones in June 2013 after taking time off to raise her family. Sarah commenced her career in financial services with State Street Global Advisors before moving to the corporate broking team at Deutsche Bank where she specialised in looking after investment trust clients. She then spent four years at Collins Stewart in the corporate finance team, again specialising in investment trusts.

Sarah graduated from the University of Birmingham with a first-class degree in Money, Banking & Finance with French with a year spent studying the master’s degree course in International Economics & Finance at the University of Bordeaux. Sarah became a Chartered Financial Analyst (CFA) charterholder in September 2000.

Sarra joined Rathbones as a credit analyst in July 2015 and was subsequently promoted to Fixed Income Research Analyst in 2020. As a credit analyst, Sarra was responsible for providing in-depth credit analysis for the Fixed Income Committee and to investment managers at Rathbones. Sarra covered names from different sectors including financials and corporates. She continues to provide oversight to analysts’ recommendations to the group. In her current capacity, Sarra also represents the fixed income team in investment meetings, actively manages the credit process and ensures the quality of the fixed income investment approach. Her responsibilities extend to chairing the Fixed Income committee and providing FI research to the group, including portfolio construction and helping to manage a small institutional book of Fixed Income.

Sarra graduated from Birmingham University with a Bachelor of Business Management in 2015. She has also achieved a master’s degree in Banking and International Finance with Merit in 2016 from Cass Business School. Sarra holds the Investment Management Certificate and CFA charterholder. Before joining Rathbones, Sarra completed two summer internships, one with a finance start-up in China and another with Goldman Sachs in their Syndicated Bank Loan division in London.