Our people

Colin joined Rathbones in November 2024 as an Associate Financial Planning Director. He specialises in providing personalised advice to private clients, with a particular focus on retirement planning and estate planning.

Colin takes a people focused approach and enjoys building a financial plan that prioritises what’s important to clients to enable them to achieve their financial goals.

Colin began his career in Financial Services in 2007 and has worked for a variety of organisations including Aegon, Aberdeen and Evelyn Partners. Colin has been advising clients for several years and is a Chartered Financial Planner. Outside of work, most of Colin’s time is spent with his wife and three young children. When not spending time with his family, he enjoys regular exercise and supporting his local football team.

Scott is a Financial Planner and he provides holistic advice to private clients. He explores clients’ long-term goals and aspirations and develops a suitable financial plan considering their specific circumstances.

Scott started his career in financial services shortly after graduating from the University of Edinburgh. He worked with a small specialist financial advice firm based in Totnes in Devon. After returning north of the border, Scott has worked in boutique wealth management firms and has been advising private clients across Scotland.

He is a Certified Financial Planner™ professional. He holds the CISI Diploma in Advanced Financial Planning and the Diploma in Regulated Financial Planning from the CII. Outside of work Scott enjoys spending his time with his young family and looking after their two Miniature Dachshunds, Bella and Bonnie.

I joined Rathbones in 2024 as a Trainee Investment Manager. My role involves supporting Investment Managers and Investment Directors with client servicing and portfolio administration, responding to client queries, and learning the intricacies of investment management. I am currently studying towards the Chartered Wealth Manager qualification with the Chartered Institute for Securities & Investments.

I began my career in 2023 with The McKnight Financial Group as a Trainee Financial Adviser, where I gained foundational experience in financial planning and client engagement.

I hold a BA (Hons) in Business & Finance from the University of the West of Scotland and an MSc in Investment Management from Heriot-Watt University. Originally from the Isle of Bute, I moved to the mainland to pursue my academic and professional ambitions.

Ailsa graduated from the University of Aberdeen in 2015 with an honours degree in Economics. Thereafter, she joined Speirs and Jeffrey which was fully integrated with Rathbones in July 2019. Ailsa is an Assistant Investment Manager working alongside Vicki Linton and Alistair Crichton. She assists in the management of portfolios for a range of clients including individuals, families, trusts, and charities.

Matt is an investment director managing discretionary portfolios for private clients, trusts and charities.

Matt started his investment career with Baring Asset Management in 2000 and was most recently Head of UK Domestic Investment Management at SG Kleinwort Hambros.

Matt is a graduate of the University of Birmingham, holds the designation of Chartered Wealth Manager and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). 

Victoria provides administrative and investment support to the team and their clients.

Victoria began her career in financial services in 2021 at Rathbones’ Exeter office. As part of her role, Victoria was responsible for liaising with clients and external financial advisers and handling all administrative matters pertaining to the management of clients’ investment affairs.

Prior to joining Rathbones, Victoria worked as a medical secretary at the Royal Devon & Exeter Hospital. The role required attention to detail, discretion and strong organisational skills – all of which she brings to her work supporting our clients and advisers.

Laura MacRae joined the Greenbank team as a Trainee Investment Manager in 2023, bringing with her early career experience from the banking sector, having previously worked at Handelsbanken in Exeter.

She holds a BSc (Hons) in Economics and Geography from the University of Birmingham, graduating in 2021. Laura is currently working towards the CISI Level 4 Investment Advice Diploma as part of her professional development.

Imogen serves as a vital support to our Cheltenham team, ensuring day-to-day functions run seamlessly and efficiently. In the role of Team Assistant, Imogen manages scheduling, coordinates meetings & events, and ensures smooth execution of core operational tasks. Imogen also works alongside our Portfolio Managers, and provides administrative support to them.

Sophie joined Rathbones in 2018 bringing with her a strong foundation in a client-focused approach. She is now a Chartered Investment Manager, providing fully discretionary and bespoke portfolio management services to a diverse range of clients, including private individuals, companies, trusts, and charities.

With over 13 years of experience in the financial services industry, Sophie previously worked at Coutts, where she supported high-net-worth individuals. She holds the Level 7 Chartered Wealth Manager accreditation and also studied finance during her final year at Bournemouth University, combining academic knowledge with practical expertise.

Outside of her professional life, Sophie enjoys quality time with her family and exploring new spots for dog walks. She also has a passion for reading, cooking, and staying active at the gym, all of which provide a healthy balance to her busy work life.

Gareth is an Investment Director at Rathbones Investment Managers with over 20 years of experience in wealth management. He specialises in delivering personalised investment strategies tailored to the unique needs and goals of individuals and families. Gareth provides clear and transparent guidance to help clients navigate complex markets with confidence.

He works closely with financial advisers and accountants to ensure investment strategies complement broader financial and tax considerations, offering a comprehensive approach to wealth management.

A Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), Gareth is committed to maintaining the highest professional and ethical standards.

Passionate about helping clients achieve peace of mind, Gareth applies a disciplined and adaptive approach focused on optimising growth opportunities while managing risk effectively.

Outside work, Gareth enjoys football and kickboxing.

Toby Saunders joined Rathbones in 2024 as an Investment Director, bringing over a decade of experience in wealth management. He works closely with individuals, families, charities, trusts, and pension schemes to help them achieve their financial goals, protect and grow their wealth, and gain confidence in their investment decisions.

Toby began his career at J M Finn, where he trained as an Investment Manager, before moving to Quilter Cheviot in 2018. He holds a degree in Neuroscience from the University of Manchester and is a Chartered Wealth Manager.

His specialist areas include pensions (including NHS and armed forces schemes), inheritance and family planning, responsible investing, and business exit strategies. Toby is also a Trustee of a local charity and an active member of the Bristol Junior Chamber. Outside of work, he enjoys long-distance running, playing football, and philosophy.

Laura Hobbs, Investment Director has 15 years’ experience in financial services, with over a decade working with not for profit clients. Laura joined Rathbones as an Investment Director within the specialist Greenbank team in 2022 where she is dedicated to advising and managing investments for charity clients.

Previously Laura held positions at Brunel Pension Partnership, where she was Responsible Investment Manager for £40bn of public and private assets and at CCLA, where she was Deputy Head of Ethical and Responsible Investment. Laura started her career as an energy sector analyst and trained as a portfolio manager at Barclays Wealth.

She is a Chartered Financial Analyst (CFA) Charterholder, has the CFA Certificate in ESG Investment and has both an Undergraduate Honours Degree and Master’s Degree in Geographical Sciences from the University of Bristol. Laura also sits on the investment committee of the World Wide Fund for Nature (WWF) as an independent sustainable investment advisor.