Last Updated: April 21, 2026

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.

Last Updated: April 21, 2026

Make the most of your allowances with our simple, step by step checklist.

• Tax
• Tax Planning

Last Updated: April 21, 2026

Find out which Rathbones bank account to transfer your funds to and what payment reference to use.

Last Updated: April 21, 2026

Results, reports, presentations, key dates, share information, and regulatory news for investors and shareholders of Rathbones Group Plc.

Last Updated: April 21, 2026

Conflicting information is making it challenging to see markets clearly. In spite of this, there are attractive opportunities to be had.

• Weekly Digest
• Economics
• Financial Adviser Insights
• Economy
• Oil
• Volatility
• Stock Market
• Insights For Charity
• Iran

Last Updated: April 21, 2026

President Trump's blockade on traffic through the Strait of Hormuz is a high-risk, high-stakes strategy for the negotiating table. That means risks for markets too.

• Weekly Digest
• Economics
• Financial Adviser Insights
• Economy
• Oil
• Volatility
• Stock Market
• Insights For Charity
• Iran

Last Updated: April 21, 2026

Explore the latest market insights, investment updates and financial planning guidance from Rathbones’ experts to help you make informed wealth management decisions

Last Updated: April 21, 2026

As an Associate Investment Manager, I support Investment Directors with a wide range of day to day activities, including portfolio management, report preparation, and responding to client queries. I work across a diverse client base, encompassing private individuals, pension schemes, charities, trusts, and professional intermediaries such as solicitors and accountants.

Last Updated: April 21, 2026

Kira is a Chartered Investment Manager who helps clients navigate their financial goals with confidence, providing bespoke investment solutions tailored to their individual circumstances. She works with private clients, families, trusts and charities, offering clear guidance and a long term, relationship led approach.
She joined Rathbones in 2020 and holds the Level 7 Chartered Wealth Manager qualification and the Level 4 Investment Advice Diploma. Kira is currently working towards the Level 4 Financial Planning and Advice Diploma.

Last Updated: April 21, 2026

I provide a bespoke discretionary investment management service, working closely with private clients and their advisers to help them achieve their personal and financial goals. Each portfolio is tailored to individual circumstances, combining robust in house research with a clear understanding of objectives, risk tolerance, and long term priorities.

Last Updated: April 21, 2026

For long-term investors thinking about how and when to invest through a tax wrapper such as an Individual Savings Account (ISA) or pension, it’s easy to focus on what you invest in. But there’s another decision that can matter just as much, and it often gets less attention – and that’s when you invest.

• Financial Planning

Last Updated: March 6, 2026

Our multi-asset funds are designed to be complete portfolios for investors across most time horizons and degrees of risk tolerance. We target specific returns above either inflation or the Bank of England’s benchmark interest rate over three to five years. We do this because it aligns with the real goals of most clients. We aim to do this while controlling volatility relative to global stock markets.