Get in touch with us

UK DISTRIBUTION TEAM

Alfie Hayes

Sales Manager, Greater London

alfie.hayes@rathbones.com

Alfie Hayes

Sales Manager, Greater London

alfie.hayes@rathbones.com

Contact 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.com

Andrew Austin

Associate sales director, East of England

andrew.austin@rathbones.com

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.

Arron Silk

Associate sales director, South of England

arron.silk@rathbones.com

Arron Silk

Associate sales director, South of England

arron.silk@rathbones.com

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.

Ben Johnson

Head of regional sales (UK)

ben.johnson@rathbones.com

Ben Johnson

Head of regional sales (UK)

ben.johnson@rathbones.com

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.

Brian McLaughlin

Associate sales director, Scotland and Northern Ireland

brian.mclaughlin@rathbones.com

Brian McLaughlin

Associate sales director, Scotland and Northern Ireland

brian.mclaughlin@rathbones.com

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.

Chris Ashton

Investment Sales Executive

chris.ashton@rathbones.com

Chris Ashton

Investment Sales Executive

chris.ashton@rathbones.com

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.

Gail Teague

Head of Platform Relations

London gail.teague@rathbones.com

Gail Teague

Head of Platform Relations

London gail.teague@rathbones.com

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 Lawlor

DFM specialist, North of England

gerry.lawlor@rathbones.com

Gerry Lawlor

DFM specialist, North of England

gerry.lawlor@rathbones.com
Contact Gerry on 07825 980 223   Gerry is a DFM Specialist 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.  

Greg Mullins

Head of sales, nationwide

greg.mullins@rathbones.com

Greg Mullins

Head of sales, nationwide

greg.mullins@rathbones.com

Contact 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.com

Helen van Heesewijk

Associate sales director, London

helen.vanheesewijk@rathbones.com

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.

Huw O'Dell

Investment sales consultant, North of England

huw.odell@rathbones.com

Huw O'Dell

Investment sales consultant, North of England

huw.odell@rathbones.com

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.

Jake Lewis

DFM Specialist, London

jake.lewis@rathbones.com

Jake Lewis

DFM Specialist, London

jake.lewis@rathbones.com

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.

Julian Stapleton

Investment sales executive

julian.stapleton@rathbones.com

Julian Stapleton

Investment sales executive

julian.stapleton@rathbones.com

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

Michael Cumberlidge

Business Development Specialist

michael.cumberlidge@rathbones.com

Michael Cumberlidge

Business Development Specialist

michael.cumberlidge@rathbones.com

Contact 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.com

Nicholas Elliott

Associate sales director, London and Isle of Man

nicholas.elliott@rathbones.com

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.

 

Neil Kerry

Associate sales director, North of England

neil.kerry@rathbones.com

Neil Kerry

Associate sales director, North of England

neil.kerry@rathbones.com

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.

Peter Hooker

DFM specialist, East of England

peter.hooker@rathbones.com

Peter Hooker

DFM specialist, East of England

peter.hooker@rathbones.com

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.

Polly Anderson

Strategic Partnership Manager

polly.anderson@rathbones.com

Polly Anderson

Strategic Partnership Manager

polly.anderson@rathbones.com

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.

INVESTMENT TEAM

Rahab Paracha

Sustainable multi-asset investment specialist

London rutm@rathbones.com

Rahab Paracha

Sustainable multi-asset investment specialist

London rutm@rathbones.com

Rahab is the Sustainable Multi-Asset investment specialist for the Rathbone Greenbank Multi-Asset Portfolios. She joined Rathbones in 2021, having worked previously as a Junior Responsible Investment Specialist at HSBC Asset Management. Rahab graduated from the London School of Economics with a BSc in Economics, holds the Investment Management Certificate and is a CFA Charterholder.

BOARD DIRECTORS

Paul Stockton

Chairman

Paul Stockton

Chairman

Paul became chairman of Rathbone Unit Trust Management in May 2019. Prior to this, he was group finance director from 2008 to 2018 and managing director of Rathbone Investment Management from May 2018. He qualified as a chartered accountant with PriceWaterhouse in 1992. In 1999 he joined Old Mutual Plc as group financial controller, becoming director of finance in 2001 and finance director of Gerrard Limited eight months later. Two years after the sale of Gerrard in 2005 he left to work initially for Euroclear and, subsequently, as a divisional finance director of the Phoenix Group. He was formerly a non-executive director of the Financial Services Compensation Scheme.

Mike Webb

Rathbone Unit Trust Management - Chief executive officer

Mike Webb

Rathbone Unit Trust Management - Chief executive officer

Mike Webb is chief executive officer of Rathbone Unit Trust Management, joining in February 2010.  With over 25 years’ experience, Mike joined from Hermes Fund Managers where he was head of business development.  Previous roles include chief executive officer of Invesco Perpetual, prior to which he was managing director of the retail division of GT Global Asset Management and sales & marketing director of Prolific Financial Management.

Jacqueline Lowe

Non-executive director

Jacqueline Lowe

Non-executive director

Jacqueline has had a long and successful career at Standard Life, latterly as Head of UK Wholesale & Retail Business. She was then appointed Head of UK Distribution for the newly combined Aberdeen Standard Investments in 2017, where she held overall responsibility for institutional, wholesale and retail distribution, and clients, in addition to the company’s liquidity business. Jacqueline has also sat on a number of subsidiary boards, and is an Investment Funds Committee member for the Investment Association.

Michael Warren

Non-executive director

Michael Warren

Non-executive director

Michael has spent his career, spanning over 30 years, in investment management. Over that time he has managed money, and has been responsible for investment and distribution teams. In 2007, he was appointed Investment Director of Thames River Capital, Thames River Multi Capital and Nevsky Capital, where he oversaw investment teams, sales and marketing, and product development. He retired from this position in 2012. Michael is currently a Non-Executive Director of Fidelity Asian Values PLC, Carrington Investments and an adviser to Gresham House Asset Management. He was also formerly a Non-Executive Director of Alquity Investments and the Liontrust Panthera Fund Ltd.

Tom Carroll

Rathbone Unit Trust Management - Chief investment officer

London tom.carroll@rathbones.com

Tom Carroll

Rathbone Unit Trust Management - Chief investment officer

London tom.carroll@rathbones.com

Tom Carroll is chief investment officer of Rathbone Unit Trust Management, joining in March 2022. Tom has over 25 years’ experience in the industry and joined from Sanlam UK where he was head of asset management.

Tom spent much of his career as a fund manager with M&G and Schroders before co-founding the investment boutique FOUR Capital Partners. He also qualified as a Chartered Accountant with Coopers & Lybrand (now PricewaterhouseCoopers).