Our People

Helen qualified as a solicitor in 2014 and joined Rathbones in November 2019. She 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.

She has experience of acting for trustees and executors in court applications to resolve issues that arise in the course of administration and for the approval of variations to trusts on behalf of minor beneficiaries.

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.

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.

Henry joined Rathbones as Investment Director in 2020 and has over 15 years of experience in managing investments for private clients, pensions, trusts and charities formerly at Tilney Group (now Evelyn Partners) and Deutsche Bank. Henry is a CFA Charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Henry is an investment director with over 25 years' experience in the private client industry, both in the UK and Hong Kong. At Rathbones Henry concentrates on investments for private individuals, their pensions and family trust structures. Henry is qualified as a Chartered Fellow of the Chartered Institute for Securities and Investments and holds the Securities Institute Diploma.

On returning to the UK from Asia in 1997, Henry worked initially at investment managers Raphael Zorn Hemsley and Tilney & Co. before in 2006 joining HSBC Global Asset Management, as a director. This was in the Discretionary Wealth Management division, with regional responsibility for the North and working closely with clients and their advisors. After 10 years service there he moved to Rathbones in 2016.

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.

Iain works alongside Nick Roe-Ely in the management of investment portfolios for private individuals, pensions, trusts and charities. He is a member of the firm’s Adviser Specialist Group and contributes to the Rathbones investment process through his position on the Overseas Equities Committee.

A graduate of the University of Liverpool with a BA (Hons) degree in Modern History and Politics, Iain began his career with BNY Mellon working with institutional clients in its asset servicing division before moving to Rathbones in 2015.

Iain is a Chartered Fellow of the Chartered Institute for Securities & Investment and has been awarded the level 7 CISI Chartered Wealth Manager Qualification. He also holds the CFA Investment Management Certificate and the CISI Investment Administration Qualification.

Iain is an investment director with experience managing a variety of bespoke portfolios including SIPPs, offshore bonds and discretionary trusts for private clients, financial advisers and solicitors.

Iain is a Chartered Fellow of the Chartered Institute for Securities and Investment and holds the CISI’s Masters in Wealth Management (Level 7), Investment Management Certificate and a Diploma in Financial Services.  

Iain began his career in investment management in 2002 with Bank of Scotland Portfolio Management Service where he rose to the position of investment manager before joining Rathbones' Edinburgh office in 2010 following the acquisition of the Bank of Scotland business from Lloyds.

Iain joined Rathbones in 2024 and advises clients on all aspects of financial planning.

Iain is a Chartered Financial Planner with over 25 years’ experience of working alongside personal clients and professional pension scheme trustees.

Iain’s expertise includes retirement planning, wealth accumulation and decumulation, tax efficient investment structuring and inheritance tax planning.

Iain is married with one son and dog, lives in London and is usually found outside at the weekend.

Ian is an Investment Director, specialising in helping Charities and other not for profit groups. He is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an Affiliate member of the Association of Corporate Governance Practitioners. He holds the CFA Certificate in ESG Investment and is a member of the investment committee at Birmingham Women’s & Children’s Hospital and a Trustee of Forest of Hearts.

Ian has over two decades worth of experience, including a period as the Head of a regional specialist Charity team at another firm. Ian has considerable experience of working with and advising Trustees of Charities and other non-profit organisations of all types and sizes and from a wide range of sectors. He is also a frequent speaker on Charity related investment matters and he has published articles in journals such as The Business Influencer and Philanthropy Impact magazine.