Our People

Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.

Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.

Matthew Wakefield

Private Client Solicitor and Managing Director of Rathbones Legal Services

Matthew Wakefield

Private Client Solicitor and Managing Director of Rathbones Legal Services

London

Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper & Whately solicitors.  Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts.  Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.

Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required

Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper & Whately solicitors.  Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts.  Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.

Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required

Christopher Hordern

Property Solicitor and Director of Rathbones Legal Services

Christopher Hordern

Property Solicitor and Director of Rathbones Legal Services

London

Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.

In addition to sales and purchases, Christopher also deals with secured lending, leases, easements, covenants, sporting rights, first registrations of title and other associated matters for both the rural and residential markets. In particular he deals with complex sales and purchases involving overage provisions, options, conditional contracts and exchanges of land.

Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.

In addition to sales and purchases, Christopher also deals with secured lending, leases, easements, covenants, sporting rights, first registrations of title and other associated matters for both the rural and residential markets. In particular he deals with complex sales and purchases involving overage provisions, options, conditional contracts and exchanges of land.

Alexandra Pike

Private Client Solicitor and Director of Rathbones Legal Services

Alexandra Pike

Private Client Solicitor and Director of Rathbones Legal Services

London

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Alexandra specialises in tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; trust drafting; succession planning including drafting complex wills; advising in relation to onshore and offshore trusts; administering estates (including cross-border estates); creating charities; and capacity issues / OPG applications.

She has experience of advising entrepreneurial clients, trustees and landed estates.  

Alexandra is a member of the Society of Trust and Estate Practitioners.

Alexandra joined Rathbones in 2017, having previously worked at Wedlake Bell LLP in their Private Client team. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.

Alexandra specialises in tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; trust drafting; succession planning including drafting complex wills; advising in relation to onshore and offshore trusts; administering estates (including cross-border estates); creating charities; and capacity issues / OPG applications.

She has experience of advising entrepreneurial clients, trustees and landed estates.  

Alexandra is a member of the Society of Trust and Estate Practitioners.

Kerry Shaw

Private Client Senior Solicitor

Kerry Shaw

Private Client Senior Solicitor

London

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013.

Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations.

Kerry is a member of the Society of Trust and Estate Practitioners.

Kerry joined Rathbones in 2014, having previously joined Rooper & Whately in 2013. Kerry trained with a Surrey based Legal 500 Firm of solicitors, qualifying in 2013.

Kerry advises on all aspects of private client law including Wills, tax and estate planning, domicile, powers of attorney and the establishment of trusts in lifetime and on death. She also deals with all aspects of the administration of estates, including estates with international considerations.

Kerry is a member of the Society of Trust and Estate Practitioners.

Amelia Bell

Private Client Solicitor

Amelia Bell

Private Client Solicitor

London

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client cross-border team.

Amelia advises on all aspects of private client law including drafting and advising trusts, tax planning and advice, succession planning including drafting of complex wills, powers of attorney, and estate administration (including those with an international aspect).

Amelia has a particular interest in art and heritage assets and has advised on the acceptance in lieu scheme for an estate. Amelia holds a Masters in Art, Business and Law.

Amelia is now on maternity leave.

Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client cross-border team.

Amelia advises on all aspects of private client law including drafting and advising trusts, tax planning and advice, succession planning including drafting of complex wills, powers of attorney, and estate administration (including those with an international aspect).

Amelia has a particular interest in art and heritage assets and has advised on the acceptance in lieu scheme for an estate. Amelia holds a Masters in Art, Business and Law.

Amelia is now on maternity leave.

Cheryl Kasler

Client Services Executive - Legal

Cheryl Kasler

Client Services Executive - Legal

London

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.

Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.

Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.

Helen Citron

Private Client Senior Solicitor

Helen Citron

Private Client Senior Solicitor

London

Helen joined Rathbones in 2019, having previously worked in the private client teams of several leading London law firms.  

She qualified in 2014 and advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect. Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.

Helen is a full member of the Society of Trust and Estate Practitioners.

Helen joined Rathbones in 2019, having previously worked in the private client teams of several leading London law firms.  

She qualified in 2014 and advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect. Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.

Helen is a full member of the Society of Trust and Estate Practitioners.

Jessica Cousins

Property Senior Solicitor

Jessica Cousins

Property Senior Solicitor

London

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.

Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.

In addition to residential property work, Jessica also deals with the administration of estates.

Jessica is now on maternity leave.

Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.

Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.

In addition to residential property work, Jessica also deals with the administration of estates.

Jessica is now on maternity leave.

Michelle Hopkins

Probate Manager

Michelle Hopkins

Probate Manager

London

Michelle joined Rathbones in 2024 having spent the previous 33 years at a UK based Trust Company.  During her time there, Michelle dealt with the administration of trusts and estates, eventually heading up the team dealing with Trust Terminations and Estate Administration.

Michelle joined Rathbones in 2024 having spent the previous 33 years at a UK based Trust Company.  During her time there, Michelle dealt with the administration of trusts and estates, eventually heading up the team dealing with Trust Terminations and Estate Administration.