Greg is head of sales, responsible for developing relationships with the third-party market: fund platforms, wraps, and life companies, as well as the underlying IFA community that now increasingly rely on these platforms. Prior to joining Rathbones, Greg worked at M&G for over 20 years where, latterly, he was director of advisory sales. In this role, he was responsible for developing and implementing the UK intermediary sales strategy and maintaining strong relationships across the retail third-party market.

Helen is an associate sales director, responsible for discretionary and institutional sales in London. She joined Rathbones in 2000, having previously worked at Franklin Templeton, and Murray Johnston, responsible for institutional investment trust shareholder relationships.

Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man. Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services. Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.

Neil is an associate sales director responsible for client relationships and sales in the North of England. He joined Rathbones in November 2014, after nearly 10 years at Fidelity Worldwide Investment. Previously Neil worked at Rothschild Asset Management and has over 20 years' experience in sales.

  Huw is an Investment Sales Executive for the Northern region, working alongside Neil Kerry and Gerry Lawlor.  He focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the North of England. Prior to joining Rathbones, Huw worked at Northern Trust and then Allfunds Bank managing the on-boarding of new clients and day to day operations for Allfunds’ institutional client base.  Huw holds a BA (Hons) degree in History, Politics and Philosophy from the University of Brighton.

Andy is an associate sales director at Rathbones, responsible for the South and the East Midlands. He joined Rathbones in September 2014, having spent over two years as a senior client relationship manager for Schroders. Andy brings over 10 years’ sales’ experience, having also worked at M&G in a variety of client-focused roles.

Alfie is Sales Manager for Greater London working alongside our Team in London as well as Andy Austin and Peter Hooker in the East of England.  He is a key point of contact for IFAs, brokers and DFM clients.   Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk. Alfie holds a BA (Hons) Politics degree from the University of Leeds.          

Arron is the associate sales director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over three years as a regional sales manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.

Ben is the head of regional sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a regional sales director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.

Brian is associate sales director for Scotland & Northern Ireland. He is responsible for growing the Rathbone footprint in the area via deeper relationships with the financial adviser community as well as discretionary fund managers. He joined Rathbones in March 2016, having spent three years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.

Michael is a Business Development Specialist providing specialist support to financial intermediaries and additional insight for his colleagues.  His areas of focus include sustainability and ethical investing, Business Relief, EIS and Rathbones specialist services.  He also works with Brian McLaughlin as a key point of contact for IFAs, brokers and DFM clients in Scotland. Michael joined the Rathbones distribution team in 2016 having spent 3 years at Octopus investments as a Business Development Manager and VCT Specialist. He holds the CFA: ESG Investing, CISI Sustainable and Responsible investment certificate and the Cambridge institute of sustainable leadership: Sustainable Finance certificate.   

Julian is a Senior Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners. He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015. Julian holds an LLB (Hons.) Law degree from Lancaster University.

Chris is an Investment Sales Executive specialising in developing and managing relationships with national firms and our strategic partners. Before joining Rathbones in 2018, Chris worked for Barclays and had over 5 years’ experience working with independent and restricted financial advisers.

Gail is the partnership relationship manager for Rathbones. She works with a number of teams within the business and is primarily responsible for the platform relationships ensuring RUTM funds are represented to suit the needs of our clients. Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Gerry is a business development director and is a key point of contact for financial advisers in the North of England.  He specialises in discretionary fund management and multi-asset investment solutions for the financial adviser market.  He joined Rathbones in 1993 and spent the first 23 years of his career working in Operations.  In 2016, Gerry moved into a business development role and became a Key Account Manager working with a national strategic partner.  In 2019, he became a DFM specialist responsible for developing relationships with all financial advisers in the region.

Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years  and national BDM at Coram Asset Management for a further 2 years.

Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon.  Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.     Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.

Jenny is an Investment Sales Consultant for the Southern region, working alongside Arron Silk and Marie Lawrence.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in the South of England.    Jenny has previously held internships at Polar Capital, Artemis Investment Management and Odey Asset Management.    Jenny holds a BSC (Hons) Economics degree from the University of Birmingham.

Peter is a DFM Specialist at Rathbones, responsible for the East of England. He joined Rathbones in June 2020, having spent over 4 years as a Business Development Manager with City Asset Management, and six years with Sanlam. Peter brings over 25 years of experience in intermediary focused roles.

Philip started his career at Sun Life Assurance in London in the 1980’s and he then moved to Bristol to join AXA. Philip’s career with AXA spanned 23 years, 17 of those years in sales. He joined Rathbones in 2012. Philip is qualified with the Investment Management Certificate, a Diploma in Financial Planning, a Certificate in Discretionary Investment Management and he has also passed the Private Client Investment Advice and Management examination. His role in Rathbones is to grow and develop the business Rathbones writes with Intermediaries. 

Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly.  She specialises in the Rathbones discretionary fund management service. Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.   Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

Victoria is head of sales desk. She works alongside Greg Mullins and Ben Johnson to support the investment sales team engage with the IFA community. Victoria joined Rathbones in April 2001 from Deutsche Bank and holds the Investment Management Certificate.