Our People

Tomas joined Rathbones in 2018 having previously worked for Sanlam Private Wealth. He began his career as a financial planner in 2011, before moving to work in investment management in 2012.

Tomas graduated from the University of Liverpool, where he gained his economics degree and Masters in 2010. During his career, Tomas has attained a number of professional qualifications, including Chartered Financial Planner, Chartered Wealth Manager and is a Fellow of the Chartered Institute for Securities and Investment.

Based in the Kendal office, Tomas manages a range of private client, trust, pension and charity portfolios. 

Tony is an investment director. He started his career in stock broking with Allied Provincial in 1987 and over a number of years worked in their Leeds, Lymington and Kendal offices before returning to Lymington to join Brewin Dolphin in 1998 where he became a divisional director. He joined Rathbones in September 2012.

Tony specialises in managing portfolios for private individuals, trusts and pension funds and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Tony returned to Speirs & Jeffrey in 2015 after a seven-year break in his native New Zealand where he worked as a senior investment advisor for Forsyth Barr – New Zealand’s largest investment company. Tony was originally with S&J for 18 years, latterly as an associate director. He was appointed an investment director in May 2017 and manages investment portfolios for a wide range of clients. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Tony is a Chartered Fellow of the Chartered Institute for Securities & Investment. 

Tony started his stockbroking career in 1986 and has now established 30 plus years’ experience of catering for the investment needs of high net worth individuals and family trusts. He is also a Chartered Wealth Manager and has a Securities Institute Diploma (Regulation and Compliance, Private Client Investment Advice & Fund Management). After joining Neilson Cobbold in Liverpool, a long-established firm in the City, Tony continued his responsibilities to his clients with Rathbones as an qualified investment director in the mid 1990’s and manages beneficial long-term client and intermediary relationships, specialising in providing bespoke investment solutions for self-invested personal pensions (SIPPs)/SSASs, offshore bonds, equity, bond and collective portfolios for private clients, trustees and charities.

Tony is married and lives on the Wirral, Cheshire with two grown-up daughters and pursues his active interests in classic cars, cycling, gardening and DIY.

Tracey is a trust manager, having joined Rathbones in 1997. She works in the London Trust department and has a wide range of knowledge from over 25 years’ experience in all areas of private, probate and charity trust work.

Tracey prides herself on building strong, professional relationships with her clients. She also specialises in charity structures and as a charity trustee herself understands the responsibilities and can assist trustees with their compliance with the Charity Commission.

Tracey is proud to also be a part of the Rathbones Gender Balance Network which is encouraging change within the industry.

Tracey joined Rathbones in February 2023 to head up Rathbones Financial Planning Team in Scotland bringing with her over thirty years’ experience in the Financial Services industry. Tracey is passionate about helping clients build and preserve their wealth and ensuring that our dedicated team of Financial Planners inspire our clients to achieve there financial goals and objectives.

Tracey previously worked at Lloyds Banking Group where she was responsible for the wealth management advisory team in Scotland. Tracey also held the position of Relationship Director for Bank of Scotland Private Clients ensuring the team delivered a first class banking service and professional financial planning advice clients could trust.

Tracey holds the Chartered Financial Planner designation from the Personal Finance Society.
 

Vicki graduated from the University of Strathclyde in 2007 with a degree in Mathematics. After spending a couple of years working with a smaller financial firm in Glasgow, she joined Speirs & Jeffrey in April 2010. Speirs & Jeffrey was fully integrated with Rathbones in July 2019. She was appointed an Investment Director in January 2018 and manages a wide range of client portfolios. Vicki also sits on the Glasgow Management Committee and is head of the ‘Pink Cloud’ in our Glasgow office.

Vicki is a CFA (Chartered Financial Analyst) charterholder and Chartered Member of the Chartered Institute for Securities & Investment. Vicki is also CISI industry specialist and sits on the exam panel for the Private Client Investment Advice and Management exam.

Vicky is a trust manager who joined Rathbones Trust Company in 1997. With over 26 years of experience in the Trust industry, Vicky is responsible for all aspects of trust administration, including trust taxation, inheritance tax compliance, accountancy and estate administration. She takes pride in providing her clients with an excellent service founded on strong working relationships and working closely with her clients and professional advisers to provide that high-quality service.

Throughout her career, Vicky has had the privilege of working with large family groups and their multiple generations. She understands the unique challenges and opportunities that come with managing the Trusts. 

In addition to her work as Trust Manager, Vicky is also a trustee herself. Her experience in both roles has given her a unique perspective on understanding the needs of the trustees and beneficiaries alike.

Victoria is an investment director with over 20 years' experience in providing and managing investment solutions to Charity and Pension Fund trustees, as well as to individuals including those with bespoke or complex investment requirements.

Victoria is a chartered fellow of the CISI and an experienced Trustee. She is a former Executive Trustee of the Edward Gostling Foundation, former trustees of the Lankelly Chase Foundation, an early adopter of the UNPRI, latterly chairing the Investment Committee, and former advisor to the Stroke Association Investment Committee.

Victoria joined Greenbank in 2015 from Barclays where she was senior director for the London Charity Team.  From 2007- 2010, Victoria was regional investment director for London and the South East responsible for the Gerrard Investment Management business, (£2billion in Private Client, Charity, Pension and Court of Protection portfolios). Victoria began her city career with Capel Cure Myers in 1998, following a successful career in Opera and Musical Theatre.