Contacts

Alfie is Business Development Director for East of England working alongside Andy Austin. 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.

Contact Andrew on
07795 390 635

Andy is an Associate Sales Director at Rathbones, responsible for the East. 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.

Contact Arron on
07901 632105

Arron is the Associate Sales Director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over 3 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.

Contact Ben on
07825 122 241

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.

Contact Brian on
07795 828 800

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.

Contact Chris on
020 7399 0261

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.

Contact Gail on
020 7399 0191

Gail is the Head of Platform Relations for Rathbones.   She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone 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.

Contact Helen on
020 7399 0190

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.

Contact Huw on
0207 319 5582

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.

Contact Jake on 07880140481 

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.

Contact Julian on
020 7399 0014

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

Contact Nicholas on
020 7399 0215

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.

Contact Neil on
07766 161 960

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.

Contact Polly on
020 7319 5583

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, nano-technology, 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.

Contact Victoria on
020 7399 0819

Victoria is Head of 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, where she worked as an assistant for the investment banking team.

She holds the Investment Management Certificate.

Jemima is an Investment Sales Consultant for the West region, working alongside Ben Johnson and Matt Honour. She will focus 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 where she worked for over two years as a Sales Support Executive.    

Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.