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Jenna Huartson

Last Updated: March 26, 2026

Jenna joined Rathbones in 2019 and has over 12 years’ experience in the industry. She is a Chartered Financial Planner and Fellow of the Personal Finance Society. Having previously worked within technical research, Jenna has a deep understanding for highly complex financial planning matters. She is passionate about helping clients to achieve their goals, by carefully constructing a plan to address their unique personal and financial circumstances.
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Natalie Rizzi

Last Updated: March 27, 2026

Natalie is a Senior Investment Director and Chartered Fellow of the Chartered Institute for Securities. She runs a team that specialise in the management of portfolios for high-net-worth individuals, family groups and their associated trusts, charities and pension funds. She also specialises in managing funds for professional services networks.
Natalie joined Rathbones from Close Brothers where she was Director of Private Asset Management (formerly Rea Brothers). She spent most of her career at Rea Brothers in foreign exchange later moving to the investment management department.
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Stephanie Sotiriou

Last Updated: March 30, 2026

Stephanie Sotiriou is an investment manager at Greenbank specialising in the management of ethical and sustainable portfolios for private clients, trusts, pensions, companies and charities. She joined Greenbank in October 2021 from TAM Asset Management, where she worked for six years and was the investment manager of the firm’s ESG portfolios. Stephanie is a CFA Charterholder and a holder of the CFA Certificate in ESG Investing. She is also a holder of the CFA UK Level 4 Certificate in Investment Management (IMC) and has a Bsc (Hons) in Economics from The London School of Economics.