Last Updated: July 22, 2025

Chris has been helping clients for almost two decades, with a particular specialism in partners at PwC and other accountancy and law practices, as well as barristers and other city professionals. Chris has a Masters Degree in Economics from the University of Cambridge, is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He joined Saunderson House (SHL) in 2007 and is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021.

Last Updated: July 22, 2025

Christie is assistant fund manager in the fixed income team.Christie joined Rathbones in January 2024, arriving with 15 years of experience in fixed income markets, most recently at Vanguard where she spent eight years as an assistant portfolio manager on global corporate Environment Social and Governance (ESG) funds and ETFs, and as a senior trader focused on European and UK government and corporate bonds. Prior to this she was an emerging markets trader and portfolio manager for Stanlib in South Africa.

Last Updated: July 22, 2025

Based in the Leeds Office, David joined Rathbones in 2023. He has over 24 years of industry experience, having most recently worked as an Investment Director at Brown Shipley. At Rathbones, David is responsible for managing multi-asset investment portfolios for private individuals, trusts, companies and pension funds. He places the utmost importance on building close relationships with his clients and delivering the highest quality of service.

Last Updated: July 22, 2025

Elizabeth is an Investment Director delivering a discretionary portfolio management service, specialising in looking after large family structures, complex private clients, and trusts. Within Rathbones she chairs Investment Managers Network and a member of the Industrials and Resources Equities Selection Committee. Elizabeth and her team aim to give peace of mind to their clients, safe in the knowledge that their wealth is being managed professionally and conscientiously.

Last Updated: July 22, 2025

Max joined Rathbones in September 2020. Max has a degree in International Financial Services from the University of Buckingham, which he studied for at the Jersey International Business School. Max began his career in 2019 working at STANLIB Fund Managers in Jersey, where he worked on the multi-manager team assisting with fund research and fund analysis across all asset classes. Max holds the CISI Investment Advice Diploma and is studying towards the Level 7 Chartered Wealth Manager qualification.

Last Updated: July 22, 2025

Peter joined Saunderson House (now Rathbones Financial Planning) in 2001, having read Economics at university.  He is a Charted Financial Planner who has been authorised to provide advice since 2004, specialising in private client advice.  Outside of work he is married with two daughters and son who keep him busy, though he is also a keen sportsman and enjoys travelling.

Last Updated: July 22, 2025

Ben joined Rathbones Investment Management International in Jersey in May 2019. He is a client manager with responsibility for the growth of the overseas institutional and private client base with an emphasis on the Middle East. Ben, who graduated from Swansea University with a BSc in Mathematics, began his finance career in 2011 at NatWest Offshore in Jersey, where he was an international wealth manager.

Last Updated: July 22, 2025

Gary is an investment director, he is also a Chartered Fellow of the Chartered Institute for Securities and Investment having qualified in 2002.  Gary joined the investment management team in May 2000, working as an assistant to help manage private client portfolios. He became an associate director in 2005 and an investment director in 2010.

Last Updated: July 22, 2025

Sarah joined Rathbones Trust Company in 2011 after qualifying as a Chartered Tax Advisor. Sarah specialises in Personal Tax, advising on both compliance matters and tax planning. Sarah is a member of both the Chartered Institute of Taxation and the Association of Taxation Technicians. Sarah became a member of both organisations after completing her Bachelor Degree at Keele University in History and Sociology. 

Last Updated: July 22, 2025

Robert is an Investment Director and he has over 25 years’ experience managing risk-adjusted multi-asset portfolios for wealthy private clients, trusts, pensions and charities.

Last Updated: July 22, 2025

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.

Last Updated: July 22, 2025

Thomas is a risk analyst at Rathbones. He joined the company in December 2014, initially working as a portfolio modelling assistant within a large private client team. Thomas later went on to work as an investment manager’s assistant supporting an investment director with the management of client’s investment portfolios. Thomas then joined the research team in 2016. Thomas graduated from the University of Hertfordshire in 2014, with a first-class honours degree in Mathematics; and holds the Investment Management Certificate.