Ellie joined Rathbones in 2020 as a client service executive having previously worked in middle office at Rathbones and formerly Aegon. 

She is currently studying towards the CISI Investment Advice Diploma.

Edward joined Rathbones in 2015 after graduating from the University of Manchester with a Master’s degree in Maths with Financial Maths. Edward works as an Investment Manager alongside Joe, Matt and Henry, having supported the team as an assistant for 5 years. Prior to this he worked in various operational roles. He is a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

Saleem is a collectives analyst at Greenbank, responsible for ethical and sustainable investment fund selection.

He graduated in Economics and Management from Oxford University in 2005 and has postgraduate degrees from the Universities of Cambridge and Bristol. He holds the CFA UK Diploma in ESG Investment Management and the CFA Charter.

Saleem began his career in fund research at RBS in Bristol, before heading up the European investment research department at Citywire in Munich. He was most recently a senior ESG advisor at the Swiss data science firm RepRisk. Saleem joined Greenbank in 2020.

Hollie Curtis is an investment manager and a Chartered Fellow of the Institute for Securities and Investments. She joined Rathbones in 2017 having spent nine years at Brewin Dolphin managing private client portfolios from their Lymington and London offices. Hollie is passionate about increasing financial understanding and provides financial awareness sessions for local schools and organisations. She also co-manages a local professionals networking group, appreciating the value of, and encouraging, working in conjunction with clients’ other trusted advisers, including accountants, solicitors and financial advisers.

Stuart joined Rathbones as a client service executive in April 2020 as part of the acquisition of the Barclays Wealth Court of Protection team.

Before joining Rathbones, Stuart held various roles in Barclays’ Retail, Corporate, Real Estate and Wealth divisions. Since his move to the Court of Protection team, Stuart has enjoyed supporting our clients and their deputies/trustees. He is currently studying for the CISI Investment & Advice qualification.

Away from work Stuart has two young children and is a keen sportsman with a golf handicap of 7.

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.

Ellie manages investment portfolios for a range of clients including individuals, families and charitable organisations. She works primarily with Regional Director, Adam Drummond. She graduated from the University of Strathclyde with a first class honours degree in International Business and Finance and joined the Speirs & Jeffrey investment team in 2018. Speirs & Jeffrey was fully integrated with Rathbones in July 2019.

Ellie is a Chartered Member of the Chartered Institute for Securities and Investments having obtained the Investment Advice Diploma and Chartered Wealth Manager (CWM) qualification with distinction. She sits on the Rathbones Overseas Equity committee and contributes actively to committee discussions on international equity markets. She is also a CISI Financial Services Specialist and sits on the examination panel for the Securities and Investment exam.

Glenn has joined Rathbones as an investment director having begun his career in financial markets in 1985.

In 1992 he joined a team offering tailored and bespoke investment solutions for clients of financial advisers, this team became part of Charles Stanley & Co Ltd in 1995. In 2000 Glenn joined Brewin Dolphin Ltd and progressed to divisional director. He works tirelessly with the IFA community offering bespoke services and investment solutions for high net worth individuals with pensions, offshore bonds, general and ISA accounts. Glenn is a member of the Chartered Institute for Securities & Investment.

Glenn is married with two boys and his hobbies include being with his family, football, cricket and playing golf as often as possible.

Lucy is an investment director, joining Rathbones in 2020. Prior to Rathbones, Lucy worked for nine years at Brewin Dolphin in discretionary investment management looking after individuals, trusts, charities and pension funds.

Lucy graduated from the University of Leeds in 2011 with a 2.1 Honours Degree in Accounting & Management. Lucy is a Chartered Fellow of the Chartered Institute for Securities and Investment and has obtained the Investment Advice Diploma and Masters in Wealth Management. She is a Chartered Alternative Investment Analyst and holds the PMI Level 3 Award in Pension Trusteeship. Lucy has also completed an Executive MBA with Cranfield University.

Edward joined Rathbones in 2020 as an Investment Director. Prior to Rathbones, Edward worked for 14 years at Brewin Dolphin as a Divisional Director managing discretionary bespoke multi-asset class portfolios for a variety of clients including private individuals, pension funds, corporates, trusts, family investment companies and offshore bonds. Edward worked extensively with Independent Financial Advisers and was a Trustee of the Brewin Dolphin Pension Scheme. 

Edward is a Chartered Financial Analyst and holds a Master’s degree in Finance from Imperial College London.  He also holds the PMI Level 3 Award in Pension Trusteeship.