Contacts

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

UK Information
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.  ram@rathbones.com

If you require hard copy application forms please email your request to ram@rathbones.com
Please be aware that we do not currently offer online access for valuations on RAM accounts.

Account administration

Please post all hard copy applications to the following address:

Rathbones Asset Management Limited
PO Box 9948
Chelmsford
CM99 2AG

 

INTERNATIONAL information
For new and existing clients:
New applications, valuations and post sales

Tel.    +352 40 46 46 766
Fax.   +352 27 02 53 80

General 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

UK Sales Team

Alfie Hayes

Business Development Director, East of England

Alfie Hayes

Business Development Director, East of England

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.

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.

Andrew Austin

Associate sales director, East of England

Andrew Austin

Associate sales director, East of England

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 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

Associate sales director, South of England

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 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

Head of regional sales (UK)

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 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.

Chris Ashton

Investment Sales Executive

Chris Ashton

Investment Sales Executive

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 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

Gail Teague

Head of Platform Relations

London

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.

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

Business development director

Gerry Lawlor

Business development director

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.

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.

Helen van Heesewijk

Associate sales director, London

Helen van Heesewijk

Associate sales director, London

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 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 O'Dell

Investment sales consultant, North of England

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 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

DFM Specialist, London

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 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

Investment sales executive

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 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

Nicholas Elliott

Associate sales director, London and Isle of Man

Nicholas Elliott

Associate sales director, London and Isle of Man

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 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

Associate sales director, North of England

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 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.

Polly Anderson

Strategic Partnership Manager

Polly Anderson

Strategic Partnership Manager

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.

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 Bezant

Senior Investment Sales Executive, London

Rosie Bezant

Senior Investment Sales Executive, London

London

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.

 

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 Wellings

Head of sales desk

Victoria Wellings

Head of sales desk

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.

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 Gregson

Investment sales consultant, West

Jemima Gregson

Investment sales consultant, West

London

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. 

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. 

Jenny Foster

Engagement analyst

Jenny Foster

Engagement analyst

London

Jenny joined Rathbones in 2021 as part of the distribution team. In April 2024, she started as an engagement analyst working with all the fund management franchises to deliver Rathbone Asset Management's engagement strategy and lead direct engagements with companies. Jenny 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.

Jenny joined Rathbones in 2021 as part of the distribution team. In April 2024, she started as an engagement analyst working with all the fund management franchises to deliver Rathbone Asset Management's engagement strategy and lead direct engagements with companies. Jenny 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.

INTERNATIONAL Distribution team

Chris Wanless

Business development director - international business

Chris Wanless

Business development director - international business

Contact 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.

Contact 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

Business development director - international business

Contact 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.

Contact 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.