Our People

Camilla is an assistant investment manager supporting Tim Shaw and his team in managing investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2020 as part of the Graduate Programme. Within her time on the programme she obtained the Chartered Institute for Securities and Investments (CISI) level 4 Investment Advice Diploma. She is currently studying towards the Chartered Financial Analyst (CFA) qualification, having successfully completed CFA Level 1.

Prior to joining Rathbones she graduated from the University of Edinburgh in 2018 having read Accounting and Finance (MA).  

I joined Saunderson House in 2009 after graduating from Manchester Metropolitan University with a first-class Honours degree in Financial Services. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, having become authorised to provide regulated advice in 2012.  I became part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I am passionate about providing expert financial advice with unrivalled levels of service and transparency. I look to fully understand my client’s motivations, goals and objectives before building a financial plan to focus on what is important to them.  I specialise in strategic planning and investment advice, helping clients to meet their financial goals. In my spare time I enjoy cooking and herding my two toddlers.
 

Carl is a assistant investment manager working alongside Ian Hardcastle, Justine Peck, Phil Wyatt and Oliver Northover. He joined Rathbones in 2021 following the completion of BSc (Hons) degree in Economics / Accounting and Finance from the Aberystwyth University.

Carl is an associate member of the Chartered Institute for Securities & Investments having successfully completed the Investment Advice Diploma in August 2022. Carl is currently studying toward the Chartered Wealth Manager qualification.

As an Investment Management Director, my priority is to help my clients achieve their financial goals. By understanding their current position, attitude to risk, financial requirements and investment objectives, I help them to build a tailored investment portfolio that suits their present and future needs.

My pride and commitment to high-quality service is supported and well-resourced by my team of dedicated investment and administrative professionals.

I specialise as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients. I provide bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.

Carl has managed the Rathbone Income Fund since the 1 January 2000, having joined Rathbones in 1998. He is one of the longest serving managers in the UK Equity Income sector, with one of the best performance records over that time. He has spent two decades holding executive roles within Rathbones Asset Management, and was closely involved in the creation and evolution of the team’s investment process. He is a member of the CFA Institute and a Chartered Fellow of the Chartered Institute of Securities & Investment.

Carl graduated in 1991 from the University of Southampton with a BA (Hons) degree in English Literature, and in 2021 was awarded an MA (Hons) degree in Modern History from King’s College London. A regular triathlete and ultramarathon runner, Carl has completed an Ironman distance triathlon, as well as two runs of the famous Comrades Marathon in South Africa. He and his wife are heavily involved in animal welfare; they have fostered over 60 rescue dogs, have adopted a dozen over the last 10 years, and are connected to New Hope Animal Rescue, a small animal sanctuary near Herne Bay in Kent. And with only a little encouragement, Carl will also tell you he is vegan.

Carly joined Saunderson House (SHL) in 2019 which became part of Rathbones Financial Planning in October 2021. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society, specialising in helping families and professionals achieve their goals through personalised financial planning.

Carly aims to simplify the complexities of financial matters, ultimately guiding her clients towards financial independence. She is passionate about providing financial education. Outside of work she enjoys hiking, travelling and spending time with her family.

Carol is a senior tax manager and joined Rathbones in 2019. She has extensive knowledge and experience of UK tax matters (including Personal Tax, Owner Management Business and Corporation Tax). Her current role enables her to provide high level personal tax advice and compliance. 

Carol is an Associate of Chartered Institute of Management Accountants (ACMA), Chartered Global Management Accountant (CGMA) and Chartered Tax Advisor (CTA). She holds MSC in Accounting and Finance from the University of Manchester. 

Before joining Rathbones Carol had 15 years of practical experience in both accountancy and UK taxation. She worked for both small and multinational chartered accounting firms as a tax executive and assistant manager.  Carol grew up in Shanghai and is fluent in Mandarin. She is also a Trustee of Woodland Hospice Trust.  

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.