Oliver is an investment manager based in the Winchester office and manages private client, SIPP, trust and charity portfolios. He previously spent three years at HSBC Global Asset Management before joining Rathbones in 2013.

Oliver graduated from the University of Durham in 2006 with a master's degree in Finance and Investment and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Elizabeth is an Investment Manager delivering a discretionary portfolio management service, specialising in looking after large family structures, complex private clients, and trusts. Within Rathbones she sits on the Overseas Stock Selection Committee.

Elizabeth and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.

She holds a combined honours degree in Economics and Mathematics from Newcastle University and is a Chartered Member of the CISI (Charted Institute of Securities and Investment) having achieved the Investment Advice Diploma. Elizabeth is a CFA (Chartered Financial Analyst) charterholder.

Susan joined Rathbones in 2014 and works as an investment manager's assistant to Clive Hexton and Tim Johnson. She has many years’ experience in the financial services industry, in particular within client services.  Susan has an in depth knowledge of the team’s clients and provides a high level of administration support to them and the team.

In addition, Susan is a member of the Rathbones’ Procedures Committee which has responsibility for ensuring that the high levels of service and administrative support for fund managers and clients alike is maintained whilst also seeking ways of developing Rathbones’ systems and procedures to meet the ever evolving  demands of our business.

Niki is an assistant investment manager with more than 17 years’ experience in assisting with the day to day management of private clients, SIPP, trust and charity investment portfolios. Niki also plays an integral role in the management of portfolios on behalf of professional advisers. She is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Ozge joined the Rathbones equity research team in July 2019 following the acquisition of Speirs & Jeffrey. She is responsible for generating new stock ideas to recommend to the Stock Selection Committees for both UK and overseas equities and for maintaining coverage of securities held in oil & gas and healthcare sectors. Ozge has worked as an investment analyst for Speirs Jeffrey since 2001 covering both UK and international companies as well as collective investments. Prior to joining Speirs & Jeffrey, Ozge worked as an equity analyst in Turkey for four years.

Ozge holds a BA in Economics from Bogazici University in Istanbul and an MSc in Finance from Lancaster University. She is a CFA charterholder.

Betsy joined Greenbank in January 2021 and is an assistant investment manager. She started her career at Rathbones in September 2018, after graduating from The University of Manchester with a first class degree in Psychology. She spent her first year at Rathbones working with the anti-money laundering team. She then spent 15 months on the trainee rotation programme, gaining in-depth experience and knowledge of Rathbones by exposure to a variety of departments.

Betsy is an associate member of the Chartered Institute of Securities and Investments, having achieved the CISI Level 4 Investment Advice Diploma (Securities) in July 2020. She passed her Chartered Financial Analyst (CFA) Level 1 exam in July 2021.

Henry is an investment manager who started his career at Brewin Dolphin before joining Rathbones in November 2016. He assists Natalie Rizzi in managing investments for a range of private client portfolios, trusts and pension funds.

Henry is a Chartered Member of the Chartered Institute for Securities and Investment, having obtained the Investment Advice Diploma and the Chartered Wealth Manager qualification.

Ian joined Rathbones in 2016 as Head of Rathbones Private Office with a focus on serving larger high net worth clients including entrepreneurs, families and successful individuals looking for tailored investment management services. In July 2019 he was appointed to a wider role of Head of Client Development with responsibility for delivering the optimal Rathbones investment solutions to our clients including portfolio management, financial planning, trusts and international services. Following our merger with Investec wealth management, he has in addition been asked to lead the Strategic partnership with Investec bank offering their lending solutions to our wealth management clients and our investment solutions to the Bank’s clients.

Prior to joining Rathbones, he was head of UK domestic private banking at Credit Suisse and head of UK ultra high net worth clients at UBS. He is level 6 PCIAM qualified and studied modern history at Queen’s College Oxford University.

Camilla is an Investment Manager working alongside Charles Wilcox and Achuthan Rajendra, managing discretionary investment portfolios for private clients, pensions and trusts. Camilla joined Rathbones in 2016 after graduating from the University of Bristol. She is a member of the Chartered Institute for Securities and Investment, holds the Investment Advice Diploma and the Chartered Wealth Management qualification.

Camilla sits on the UK Collectives and Private Equity Committee. She enjoys building strong relationships with the team’s clients, understanding their goals and providing an excellent service.

Archie joined Rathbones in 2018 as a voting and governance analyst. He supports Matt Crossman, on the stewardship team, ensuring informed proxy voting and corporate engagement activities as part of Rathbones’ stewardship policies, and helping to promote the integration of ESG within the investment process.

Prior to Rathbones, Archie worked for Oikocredit in their UK and Ireland office. During his time there, he worked as a client executive, tasked with generating capital from individuals and institutions.

Archie graduated in 2015 from the University of Edinburgh with a masters in Theology.