Joe has over 9 years’ experience in the investment management/finance industry and joined Rathbones in 2023 from UBS.

Joe manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Joe is a Chartered Member of the Chartered Institute for Securities and Investment (‘CISI’), following completion of both Investment Advice Diploma (Securities) and Level 6 Certificate in Private Client Investment Advice & Management.

Joe graduated from The University of Buckingham in 2016 with a First Class BSc (Hons) degree in International Financial Services.

Andrew has over 30 years’ experience in financial services and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). He started his career with Barclays Bank fulfilling a broad variety of roles, including Treasury Manager and Corporate Manager before joining RBC in 2000 where he was responsible for the management and growth of a portfolio of global HNW and UHNW private clients. Andrew then moved into RBC’s Investment Services division, providing bespoke investment advice to RBC Trustees.

In 2011 Andrew joined Fairbairn Private Bank (now Nedbank Private Wealth) to lead the private client and intermediary Business Development team in the Channel Islands, building an extensive network of contacts across the Channel Islands, UK and a number of International Finance Centres.

Prior to joining Rathbones in 2023, Andrew held the role of Trust Director, initially with Nedgroup Trust and then Suntera Global following its acquisition of Nedgroup Trust.

Laura has over 8 years’ experience in the investment management/finance industry and joined Rathbones in 2022 from Stonehage Fleming. Laura manages multi-asset discretionary portfolios for private clients, offshore trusts and charities. Laura is a Chartered Fellow of the Chartered Institute for Securities and Investment (‘CISI’), and holds the designation Chartered Wealth Manager, following completion of the Level 7 Chartered Wealth Manager Qualification (CWM) in 2018, as well as passing the CISI Investment Advice Diploma in 2016. Laura graduated from Lancaster University in 2014 with a First Class Bsc (Hons) degree in Marketing. 

Peter is primarily responsible for the growth and servicing of our professional intermediary client base, with an emphasis on Jersey. He joined Rathbones in August 2022 and has 14 years’ experience in financial services. He relocated to Jersey in 2009 with Capita Asset Management Limited before joining Jersey Finance where he promoted Jersey’s financial services industry in Asia, Middle East and Sub-Sharan Africa. Most recently he was Head of Trustee solutions for Brooks Macdonald International. Peter is a member of STEP, CISI and CIM. He holds the Society of Trust and Estate Practitioners Certificate in International Trust Management, the Charted Institute of Marketing Postgraduate diploma in Analysis & decision making and Managing Corporate Reputation, and has a Business & Marketing degree.   

Lee has over 15 years finance industry experience, with the last 12 years gained in investment management including managing trust, private client and institutional portfolios, with particular expertise in macroeconomics and bonds. At Rathbones Lee sits on the group Fixed Interest Committee. Lee is a graduate of St. Andrews University with an MA (Hons) in Management and Economics; he also has an MBA from Edinburgh University. Lee is an Adjunct Professor at the Jersey International Business School and is a Chartered Fellow of the CISI.