Filters
Louisa Braywood
Last Updated: May 8, 2026
Louisa is an Investment Manager at Rathbones, where she manages relationships with high-net-worth clients and delivers bespoke investment solutions tailored to their individual goals. With over five years of experience in wealth management, she specialises in portfolio construction, tax-efficient structuring, and intergenerational planning, with a particular focus on structured products.
Jemima Chapman
Last Updated: May 8, 2026
Jemima joined Rathbones in October 2020 on the Graduate Scheme. She graduated with a first class degree in Management BSc from the University of Nottingham. Jemima assists Natalie Rizzi and Henry Barnes in managing investments for private clients, trusts and pensions.
James McNab
Last Updated: May 8, 2026
James McNab is an Investment Director specialising in the management of private client, SIPP and trust portfolios, as well as adviser introduced client portfolios. James graduated from The University of Liverpool in 2006 with an honours degree in Accounting and Finance. He is a Chartered Financial Analyst and a member of the CFA Institute, as well as a Chartered Member of the Chartered Institute for Securities and Investment. Prior to joining Rathbones in 2017, he spent 10 years at The Bank of New York Mellon.
Hollie Curtis
Last Updated: May 8, 2026
Hollie Curtis is an investment director 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.
Max Smith
Last Updated: May 8, 2026
Max is an Investment Manager based in the London office. He works amongst a wider team of eight other investment professionals providing bespoke investment solutions for a wide range of clients, helping them to achieve their objectives. He also works closely with intermediaries, complementing their advice on matters such as wealth structuring, tax efficiency, and intergenerational planning.
Connor Spence
Last Updated: May 8, 2026
Connor joined Rathbones in October 2020 as part of the Graduate Programme. He graduated from Northumbria University with a First-Class Honours Degree in Business Management, having won the Hewitson Award for the highest overall mark obtained in the Newcastle Business School. During his studies, he completed a 1-year placement at Asset Risk Consultants. Connor obtained the Investment Advice Diploma in 2021 and is currently studying towards the Level 7 Chartered Wealth Manager qualification.
Tax‑efficient retirement planning: How to make the most of your pension, ISAs, and investments
Last Updated: May 8, 2026
After years of working and saving, most people want their retirement income to support the life they’ve built. Yet you might be surprised by how the way you draw from pensions, ISAs, and other investments can affect the total tax you pay in retirement.
Andrew Hall
Last Updated: May 8, 2026
I am part of a team of investment managers solely dedicated to investing in portfolios of equities listed on AIM (Alternative Investment Market) for clients across the business. The primary objective of our AIM IHT portfolios is to mitigate inheritance tax liabilities for investors, with a focus on reducing volatility whilst still generating an attractive investment return. We manage over 2,000 individual client portfolios each with a position in between 20-40 companies.
Ryan Seath
Last Updated: May 8, 2026
I joined Rathbones in 2024 as a Trainee Investment Manager. My role involves supporting Investment Managers and Investment Directors with client servicing and portfolio administration, responding to client queries, and learning the intricacies of investment management. I am currently studying towards the Chartered Wealth Manager qualification with the Chartered Institute for Securities & Investments.
I began my career in 2023 with The McKnight Financial Group as a Trainee Financial Adviser, where I gained foundational experience in financial planning and client engagement.
Lauren Wong
Last Updated: May 8, 2026
As an Associate Investment Manager, I work closely with our Investment Managers to support them with day-to-day activities, such as portfolio management, preparation of investment reports and general client queries.
Kyle Macaulay
Last Updated: May 8, 2026
I work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.
Understanding your income options at retirement
Last Updated: May 8, 2026
When you approach retirement, one of the most important questions is how to turn your savings into a reliable income. The decisions you make at this stage can have a lasting impact on your financial security, the lifestyle you can enjoy, and the legacy you leave. The journey to retiring well starts years before retirement actually begins.