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.
Alfie is an Investment Sales Consultant and is a key point of contact for IFAs, brokers and DFM clients. He works alongside Neil Kerry, responsible for the North.
Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years, before spending a year at Franklin Templeton on the Sales desk.
Alfie holds a BA (Hons) Politics degree from the University of Leeds.
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 2 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.
Ben is an Associate Sales Director responsible for client relationships and sales in the South West, South Wales, West Midlands and the Channel Islands. Ben joined Rathbones in 2013, having spent a number of years with AXA Investment Management, working in a similar capacity.
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 3 years with Old Mutual Global Investors. Previously he spent 10 years with Prudential Plc.
Gail is a Partnership Relationship Executive. Within Rathbones, Gail works with the sales team 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.
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.
Julian is an Investment Sales Executive, working alongside Karl Heap in developing relationships with IFA’s. He specialises in discretionary fund management and multi-asset investment solutions for the intermediary market.
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.
Karl is Director of Strategic Partnerships, developing relationships with the third party market. He is responsible for fund platforms, wraps, and life companies as well as the underlying IFA community that now increasingly rely on these platforms.
Previously Regional Sales Manager for LV= Asset Management, Heap was focused on business development in the North East of England and Scotland. This included relationship management with platform partners and IFAs, both national and regional. Prior to this, he worked at Lord Abbett Ltd where he was Regional Manager for the North of England, Scotland and Ireland.
Matt is an Investment Sales Consultant working alongside Ben Johnson; and is responsible for client relationships and sales within the South West, South Wales and the West Midlands. Before joining Rathbones in 2015, Matt spent 3 years at Fidelity Worldwide Investment supporting IFA’s and Brokers in sales & client services. Matt holds a BA (Hons) degree in Business & Finance from the University of Greenwich.
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.
Nicholas is an Investment Sales Consultant, working alongside Neil Kerry and Helen van Heesewijk and is a key point of contact for IFAs, brokers and DFM clients. He focuses on Northern Ireland and 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.
Polly is an Investment Sales Consultant, working alongside Karl Heap in developing relationships with IFAs. 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, nano-technology, employee health services and travel management.
Victoria is Head of Sales Desk. She works alongside Andrew Austin in developing relationships with the third-party market, with responsibility for fund platforms, wraps, and life companies, as well as the underlying IFA community, which now increasingly rely on these platforms. Her focus is on the South.
Victoria joined Rathbones in April 2001 from Deutsche Bank, where she worked as an assistant for the investment banking team.
She holds the Investment Management Certificate.
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