Contact us
Get in touch with our UK or international investment sales team. Your questions, comments or feedback will be addressed by the regional team for your area.
For new and existing clients:
New applications, valuations and post sales
Tel. 0330 123 3810 (option 2)
General and pre-sales enquiries
Tel. 020 7399 0399
Email. rutm@rathbones.com
If you require hard copy application forms please email your request to rutm@rathbones.com
Please be aware that we do not currently offer online access for valuations on RUTM accounts.
Account administrationPlease post all hard copy applications to the following address:
Rathbone Unit Trust Management Limited
PO Box 9948
Chelmsford
CM99 2AG
For new and existing clients:
New applications, valuations and post sales
Tel. +352 40 46 46 766
Fax. +352 27 02 53 80General and pre-sales enquiries
Tel. 020 7399 0399
Email. international@rathbones.com
Account administration
Rathbone Luxembourg Funds SICAV
Transfer Agency
16, Boulevard d'Avranches
L-160 Luxembourg
Alfie Hayes
Sales Manager, Greater London
alfie.hayes@rathbones.comContact Alfie on
020 7399 0847
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.
Andrew Austin
Associate sales director, East of England
andrew.austin@rathbones.comContact 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.
Arron Silk
Associate sales director, South of England
arron.silk@rathbones.comContact 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.
Ben Johnson
Head of regional sales (UK)
ben.johnson@rathbones.comContact 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.
Brian McLaughlin
Associate sales director, Scotland and Northern Ireland
brian.mclaughlin@rathbones.comBrian McLaughlin
Associate sales director, Scotland and Northern Ireland
brian.mclaughlin@rathbones.comContact 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.
Chris Ashton
Investment Sales Executive
chris.ashton@rathbones.comContact 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.
Gail Teague
Head of Platform Relations
London gail.teague@rathbones.comContact 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 Lawlor
DFM specialist, North of England
gerry.lawlor@rathbones.comGreg Mullins
Head of sales, nationwide
greg.mullins@rathbones.comContact Greg on
020 7399 0059
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 van Heesewijk
Associate sales director, London
helen.vanheesewijk@rathbones.comContact 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.
Huw O'Dell
Investment sales consultant, North of England
huw.odell@rathbones.comContact 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.
Jake Lewis
DFM Specialist, London
jake.lewis@rathbones.comContact 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.
Julian Stapleton
Investment sales executive
julian.stapleton@rathbones.comContact 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
Michael Cumberlidge
Business Development Specialist
michael.cumberlidge@rathbones.comContact Michael on
020 7399 0823
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 and Luciano Caira 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.
Nicholas Elliott
Associate sales director, London and Isle of Man
nicholas.elliott@rathbones.comContact 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.
Neil Kerry
Associate sales director, North of England
neil.kerry@rathbones.comContact 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.
Peter Hooker
DFM specialist, East of England
peter.hooker@rathbones.comPeter 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.
Polly Anderson
Strategic Partnership Manager
polly.anderson@rathbones.comContact 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.
Chris Wanless
Business development director - international business
chris.wanless@rathbones.comContact Chris on
0207 399 0238
Chris joined Rathbones in 2014 from Jupiter Asset Management where he worked with Financial Intermediaries across the UK and Europe for over a decade. Chris joined Rathbones as part of the transaction involving the Jupiter Private Clients and Charities team and was an integral part of launching the Rathbones International business in 2014. Chris is responsible for identifying and developing business relationships with Financial Intermediaries Internationally.
Jack Herbert
Business development director - international business
jack.herbert@rathbones.comContact Jack on
0207 399 0322
Jack joined Rathbones in 2017 from Standard Chartered Bank where he was a Senior Banker advising and structuring high net worth individuals investment needs. He has gained International experience in Africa, Asia and the Middle East. Through his wide ranging international network and close ties with the Channel Islands, Jack is responsible for identifying and developing business relationships with Financial Intermediaries Internationally. Jack holds a BA Honours degree from the University of Chichester. He is a qualified Investment professional and a Member of the Chartered Institute of Securities and Investments.