Our People
Our services are delivered by skilled investment professionals and we continue to grow our business through the reputation of our people.
Our investment managers, pensions and financial planners, and tax and legal specialists are listed below as well as our Board and Executive team. Alternatively, please call 020 7399 0000 to arrange to speak to one of our team.
Matthew Wakefield
Solicitor and Director of Rathbones Legal Services Limited
Matthew Wakefield
Solicitor and Director of Rathbones Legal Services Limited
London
Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper and Whately solicitors. Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts. Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.
Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required.
Matthew joined Rathbones in 2014, having previously worked closely with Rathbones for a number of years as a partner, with Julian Whately, of Rooper and Whately solicitors. Matthew qualified as a solicitor in 1999 and has extensive experience of advising clients in relation to their Wills, probates, powers of attorney and trusts. Matthew also advises clients, including a number of landed estates, on succession planning and the proper mitigation of inheritance tax and capital gains tax.
Where appropriate, Matthew has taken on fiduciary roles for clients and their families – whether as an executor, attorney or trustee – and aims to carry out these roles responsibly and with sensitivity to the needs of the client’s circumstances, as required.
Christopher Hordern
Solicitor and Director of Rathbones Legal Services Limited
Christopher Hordern
Solicitor and Director of Rathbones Legal Services Limited
London
Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.
In addition to sales and purchases, Christopher also deals with secured lending, leases, easements, covenants, sporting rights, first registrations of title and other associated matters for both the rural and residential markets. In particular he deals with complex sales and purchases involving overage provisions, options, conditional contracts and exchanges of land.
Christopher is a solicitor specialising in agricultural and residential property. He is also a qualified Chartered Surveyor and has extensive practical experience of the sale, purchase and management issues arising out of the ownership of residential property and landed estates for both private and institutional landowners. Prior to joining Rathbones, Christopher was a partner in Thrings solicitors and at Lee & Pembertons.
In addition to sales and purchases, Christopher also deals with secured lending, leases, easements, covenants, sporting rights, first registrations of title and other associated matters for both the rural and residential markets. In particular he deals with complex sales and purchases involving overage provisions, options, conditional contracts and exchanges of land.
Alexandra Pike
Solicitor and Director of Rathbones Legal Services Limited
Alexandra Pike
Solicitor and Director of Rathbones Legal Services Limited
London
Alexandra joined Rathbones in 2017, having previously been a senior associate in the Private Client team at Wedlake Bell LLP. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.
Alexandra specialises in UK and offshore tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; advising in relation to onshore and offshore trusts; trust drafting; succession planning including drafting complex wills; administering estates (including cross-border estates); and capacity issues / OPG applications.
She has experience of advising entrepreneurial clients, trustees and landed estates.
Alexandra is a member of the Society of Trust and Estate Practitioners.
Alexandra joined Rathbones in 2017, having previously been a senior associate in the Private Client team at Wedlake Bell LLP. Alexandra qualified as a solicitor in 2007, having trained at Mills & Reeve LLP.
Alexandra specialises in UK and offshore tax and trusts and is particularly experienced in: advising on and implementing tax-efficient strategies for both UK and non-UK domiciliaries; advising in relation to onshore and offshore trusts; trust drafting; succession planning including drafting complex wills; administering estates (including cross-border estates); and capacity issues / OPG applications.
She has experience of advising entrepreneurial clients, trustees and landed estates.
Alexandra is a member of the Society of Trust and Estate Practitioners.
Kerry Shaw
Senior Solicitor
Kerry Shaw
Senior Solicitor
London
Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.
Kerry is a member of the Society of Trust and Estate Practitioners.
Kerry qualified as a solicitor in 2013, having trained with a Surrey based Legal 500 Firm of solicitors, and joined Rathbones in 2014. She advises on Wills and estate planning, powers of attorney, probate and estate administration as well as trust matters.
Kerry is a member of the Society of Trust and Estate Practitioners.
John Billing
Trust manager
John Billing
Trust manager
London
John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.
John is a member of the Society of Trust and Estate Practitioners.
John joined Rathbones in 2010, having previously worked in both law and accountancy firms. He primarily deals with the taxation and administration of trusts (in some cases as one of the trustees) and also prepares personal tax returns.
John is a member of the Society of Trust and Estate Practitioners.
Amelia Bell
Solicitor
Amelia Bell
Solicitor
London
Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client team. She qualified as a solicitor in 2016, having trained at a Legal 500 firm in Wiltshire.
Amelia advises on all aspects of private client law including drafting and advising on trusts, powers of attorney, succession planning including drafting complex wills, and estate administration.
She has a particular interest in art and achieved a distinction in her LLM in Art, Business and Law.
Amelia joined Rathbones in June 2019, having previously worked at Russell-Cooke LLP in their private client team. She qualified as a solicitor in 2016, having trained at a Legal 500 firm in Wiltshire.
Amelia advises on all aspects of private client law including drafting and advising on trusts, powers of attorney, succession planning including drafting complex wills, and estate administration.
She has a particular interest in art and achieved a distinction in her LLM in Art, Business and Law.
Cheryl Kasler
Client Services Executive - Legal
Cheryl Kasler
Client Services Executive - Legal
London
Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.
Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.
Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.
Cheryl joined Rathbones in 2023, having previously been Deputy Secretarial Co-Ordinator in the Private Client team at Wedlake Bell LLP.
Cheryl has many years’ experience of working in London law firms, mostly in Private Client, and at a paralegal level, drafting Lasting Powers of Attorney and client correspondence.
Cheryl is an enthusiastic singer with London Show Choir, and has a particular interest in animal welfare.
Helen Citron
Solicitor
Helen Citron
Solicitor
London
Helen qualified as a solicitor in 2014 and joined Rathbones in November 2019. She advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect.
She has experience of acting for trustees and executors in court applications to resolve issues that arise in the course of administration and for the approval of variations to trusts on behalf of minor beneficiaries.
Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.
Helen qualified as a solicitor in 2014 and joined Rathbones in November 2019. She advises clients on tax and estate planning including preparing wills and drafting and advising on trusts. Helen also deals with the administration of estates including those with an international aspect.
She has experience of acting for trustees and executors in court applications to resolve issues that arise in the course of administration and for the approval of variations to trusts on behalf of minor beneficiaries.
Helen advises on Lasting Powers of Attorney. She also acts in relation to Court of Protection matters such as applications for the appointment of deputies and the approval of statutory wills and lifetime gifts.
Jessica Cousins
Property Solicitor
Jessica Cousins
Property Solicitor
London
Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.
Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.
In addition to residential property work, Jessica also deals with the administration of estates.
Jessica qualified as a solicitor in 2015, having trained with Wedlake Bell LLP, and joined Rathbones in 2022.
Jessica’s practice covers all aspects of residential conveyancing, acting for UK and overseas individuals, estates, companies and trusts, advising on: disposals and acquisitions of freehold and leasehold properties; new-build purchases; voluntary and compulsory first registrations of title; general landlord and tenant issues, and other associated matters.
In addition to residential property work, Jessica also deals with the administration of estates.