Our People

Simon is an investment director who specialises in the management of private client portfolios, trusts, pensions and charities and is a Chartered Fellow of the Chartered Institute of Securities and Investment. Simon has worked in the financial industry since his graduation in 1991 and he was directly involved in opening the Cambridge office for Rathbones in 2001.

Siyuan is a global equity analyst for Rathbones Asset Management who also works on sustainable investment ideas for the Rathbone Greenbank Global Sustainability Fund. Siyuan joined Rathbones in April 2013, having worked as a research analyst for three years in Martin Currie’s emerging markets team. She speaks three languages and is a Chartered Financial Analyst (CFA) charterholder. Siyuan also holds the Investment Management Certificate.

Sophie is responsible for internal communications at Rathbones Group plc and media relations for Rathbone Investment Management. With a PR agency background, she has also worked in-house at global organisations including Freshfields Bruckhaus Deringer, White & Case and Alstom. She graduated from the University of Bath with a degree in International Management and French and was a Deloitte Scholar.

Sophie joined Greenbank in January 2020 as a senior ethical, sustainable and impact researcher and has recently moved into a new role as Greenbank’s Stewardship and Engagement Lead. She is responsible for the delivery of key engagement projects, building relationships with external partner organisations, and shaping Greenbank’s engagement strategy, priorities and reporting. She started her career at Barclays Bank in 2013 and most recently spent three years at KKS Advisors, a strategy consultancy in London where she led a team specialising in sustainable and impact investment. She holds an MSc from Imperial College London in Environmental Technology and a BSc in Geographical Sciences from the University of Bristol.

Sophie joined Rathbones in 2016 where she started her career as a graduate trainee. Prior to this, she graduated with a second class honours degree in Chemistry from St Edmund Hall, University of Oxford.

Sophie assists with managing private client portfolios, trusts, charities and self-invested personal pensions (SIPPs).

She is a CFA Charterholder and an Associate of the Chartered Institute of Securities and Investment (CISI).

Stephanie is an investment director who helps families, charities, trusts and corporations achieve their financial goals through discretionary management of investment accounts, ISAs and pension portfolios. She is a Chartered Wealth Manager and CISI Chartered Fellow, holding the CISI Diploma qualification.

Stephanie graduated with an honours degree in Law from the University of Edinburgh and started her career as a solicitor, working at leading national firm Brodies and the Royal Bank of Scotland. She moved into investment banking at Barclays Capital before joining Speirs & Jeffrey over a decade ago to focus on investment management. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Stephanie joined Rathbones in 2015 and has over 15 years’ experience working in the financial services industry, having begun her career with Brewin Dolphin in 2006. She manages investment portfolios for private clients, families, SIPPs, and Trust portfolios.

Stephanie is a Chartered Wealth Manager and Fellow Member of the Chartered Institute of Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualification. She works closely alongside Alastair McLean and Angus Kerr to assist with the management of their client bases whilst also continuing to look after her own clients.

Stephanie is a CISI industry specialist and sits on the examination panels for Applied Wealth Management and Private Client Advice.

Outside of work, she is involved in various charities and currently chairs a committee for Action for Children.

Stephanie Sotiriou joined Greenbank in October 2021 and is an assistant investment manager. She was previously the investment manager of ESG fund-of-fund portfolios at TAM Asset Management. Stephanie has a Bsc (Hons) in Economics from The London School of Economics. She is a CFA Charterholder and a holder of the CFA UK Level 4 Certificate in Investment Management (IMC).

Stephen is an investment director managing a wide range of portfolios across a broad spectrum of client types including private clients, pension funds, trusts, companies and charities. He has particular expertise managing portfolios introduced by professional intermediaries, particularly financial advisers.  Stephen is Chair of Rathbones’ Financial Adviser Investment team. The purpose of this team is to generate guidance portfolios for fund managers to use when building strategies for clients whilst also communicating Rathbones’ service and investment expertise to the financial adviser marketplace. Stephen is one of Rathbones’ specialist investment speakers and has extensive experience of public speaking, both at in-person meetings and conferences, as well as through digital platforms.

Prior to beginning a career in investment management Stephen was a professional rugby player with Exeter Chiefs. Today Stephen is a member of the leadership team of Andover Baptist Church and acts as one of the trustees of the charity. He continues to have a keen interest in outdoor pursuits and leads a local Open Award Centre offering young people the opportunity to complete their Duke of Edinburgh Award. Stephen holds an MA Finance and Investment from the University of Exeter and is a Chartered Fellow of the Chartered Institute of Securities and Investment.