Last Updated: May 11, 2026

William graduated from Durham University with an honours degree in Classics and a master's in Economics. He joined Bestinvest in 2000 as an investment adviser rising to investment manager and team leader. William then joined Jupiter Asset Management in 2008 to become an investment director in the Private Client and Charities department and joined Rathbones in 2014 following their acquisition of Jupiter’s Private Client department.

Last Updated: May 11, 2026

Lily joined Rathbones in 2020 as a client service executive having previously worked in a similar role at Brewin Dolphin for two years and formerly Brooks Macdonald.
Lily is a Member of the Chartered Institute for Securities & Investment. She is a holder of the CISI Investment Operations Certificate and is currently studying towards the CISI Investment Advice Diploma.

Last Updated: May 7, 2026

An ageing society is reshaping the consumer staples sector

• Investments
• Markets
• Global Economy
• Iran
• Investment Insights May 2026

Last Updated: May 7, 2026

Emerging markets offer another way of investing in the AI theme

• Investments
• Markets
• Global Economy
• Investment Insights May 2026

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.

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.

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.

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.

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.

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.

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.

• Financial Planning
• Retirement
• Retirement Planning
• Pensions
• Saving For Retirement
• Preparing For Retirement
• Life In Retirement

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.