A founding director of RSMR, Ken began his career in the investment industry in 1989, shortly after graduating from Leeds University with a Degree in Economics and Economic History.
He joined Bradford & Bingley in 1990, where he held a number of product and marketing roles and latterly had responsibility for all financial services product development and pricing. In addition he was Investment Fund Manager for Bradford & Bingley’s PEP and ISA Discretionary Management business, where he controlled client funds in excess of £700m. Ken is ACII and IMC qualified.
Ken sits on the Investment Committee of a number of advisory firms to help them deliver their investment strategies. As a well-known figure on the UK investment circuit, Ken spends much of his time in face to face meetings with fund managers, which is vital in understanding how funds are managed.
In his spare time Ken has a busy family life, plays hockey and runs the odd marathon.
07769 724847 | firstname.lastname@example.org
Geoff joined Eagle Star as a Graduate Trainee in 1969 and then moved to Phoenix Assurance. He joined Leeds Permanent Building Society as Insurance Services Manager, becoming MD of their IFA subsidiary company in 1989. After the merger with the Halifax he was appointed Operations Director for the combined IFA business.
He joined Bradford & Bingley in 1999 leading the Group Financial Services team which had responsibility for the development of strategy for the IFA channel, product development and research and overall advisory support. During this time Geoff has also contributed to many industry forums on IT, Distribution and market issues.
At RSMR Geoff leads business development strategy including the marketing and promotion of the company.
Geoff lives in Ilkley and has a busy life outside of work – he runs the odd 10K and also enjoys the odd pint!
07721 978133 | email@example.com
Previously Robin held non-executive Director roles at Marlborough Investing Consultants ltd and River & Mercantile plc. He has 25 years of experience in product development and distribution of asset management through regulated intermediaries in the UK and internationally. He originally trained as a financial planner at Towry Law plc, prior to moving to Henderson Investors plc.
After 6 years he was appointed head of global distribution, a role which he went on to practice at HSBC Asset management Europe, before launching a new fund management business at Cazenove & Co plc in 2001. Over the next 12 years, Robin was instrumental in building funds via external advisors from £300m to £6.5bn, leading up to the acquisition of Cazenove Capital ltd by Schroders plc in July 2013.
In 2014 Robin was appointed as non-executive Director at RSMR and as Independent Chairman in 2019.
Andrew provides detailed analysis to support the research team and joined RSMR after working in industry where he continued to maintain a close interest in the financial world, studying for and completing exams for the Chartered Institute for Securities & Investment (CISI). Prior to that Andrew worked in the Strategic Planning & Group Treasury teams at the former Halifax/HBOS bank. He is currently an Associate Member of the CISI and holds the Investment Management Certificate (IMC).
In his spare time Andrew plays squash, attends the gym and enjoys a keen interest in science fiction.
Client Services Assistant
Angela assists Caroline with all operational and client service delivery and joined us after 25 years with HMRC.
At HMRC, Angela was responsible for managing and leading a team to ensure the necessary quality controls and checks were being met.
She has always been involved in the service and quality area and received the HMRC Pacesetter Award for outstanding team work and support to colleagues. It’s these skills and qualities that she brings to RSMR.
Angela has a busy family life and loves the odd trip to Scarborough and beyond!
Director of Operations
Caroline graduated from Leeds University with a Degree in Economics and Business Management and then joined Commercial Union where she worked for four years as a Broker Consultant in the Leeds area.
She joined the Leeds Permanent Building Society and then on its merger with the Halifax spent four years with Halifax Financial Services where she was responsible for research and analysis for both the tied and independent channels. Caroline joined Bradford & Bingley in 2000 where she continued her research role in support of the IFA salesforce which at one stage numbered in excess of 1,000 advisers.
Caroline manages the operational side of the business over-seeing all work output and the delivery of our client service proposition where her attention to detail is key.
Caroline lives just north of Skipton and enjoys the lovely Yorkshire countryside and walking her dogs.
07770 941795 | firstname.lastname@example.org
Senior Investment Consultant
Graham began his career in the investment industry over thirty years ago and has since worked in senior roles in a number of financial institutions. After graduating from the University of Kent with a Degree in Economic Analysis, History and Policy, he joined London & Manchester in 1979 as an Investment Trainee. He later joined Phillips Drew before gaining a position with GRE as a UK based fund manager. He then moved to Abbey Life Ireland, where he held the position of Chief Investment Officer and took personal responsibility for running their Managed and large Equity funds.
Seeing an increasing need for unbiased and critical analysis of investment funds, Graham established his own research consultancy in 1992, working with both UK and Irish based distributors. In 2004, Graham joined forces with RSMR as Director of Research, where his insight and highly regarded reputation in the investment world helped in the expansion of the RSMR rated funds service.
Graham lives in Ireland with his wife Linda, but spends several weeks per year travelling internationally to meet with fund managers based overseas in places such as Hong Kong, Singapore and Sydney.
00353 86 812 2484 | email@example.com
Client Services Assistant
James joined RSMR in August 2019 from Computershare Loan Services and works with Angela on operations and client service delivery.
At Computershare, James worked as a case handler investigating customer complaints on behalf of a number of mortgage lenders, ensuring that the service delivered by operations met client policy and FCA regulations. Working for a third party administrator for five years allowed James to build a solid foundation in client services and customer relations. James is currently studying via the Chartered Institute for Securities and Investment (CISI) to broaden his knowledge of the financial services sector.
Outside of work, James enjoys sports including boxing, crossfit and the gym, and appreciates a cold beer, cooking and a good book.
His secret to a happy life is the copious consumption of eggs.
Business Development Manager (Advisers)
Jon works with Geoff and Nigel in the Business Development team where he focuses on key relationships with our existing and new advisory client firms. Jon joined RSMR from Macmillan Cancer Support, where he led in the development of a unique financial guidance service tailored to the needs of cancer patients and their families.
Before this, Jon spent many years with HSBC Global Asset Management. He brings a wealth of relationship management experience – having worked with advisers, wealth managers and DFM’s. He travelled internationally in his role at HSBC, but some years ago made the decision to return to Yorkshire to be closer to his family. Jon lives locally with his partner and young son and outside of work he enjoys family life, rugby league and real ale.
07715 024378 | firstname.lastname@example.org
Katie works with Geoff and Jon from the business development team and is responsible for all elements of marketing within the business. Katie also collaborates with the research managers to ensure that our knowledge and expertise effectively reaches our audience.
Katie studied English, French & Spanish to degree level at UMIST and began her career as a bilingual transport operator with French logistics provider Norbert Dentressangle (now XPO). Katie was later tasked with setting up a new branch in the South of England and became general manager of the UK roadtrain division, handling all commercial and operational elements of the business.
After a career break to bring up her three children, Katie began working in client engagement and marketing for a digital agency. Her love of marketing started here and the opportunity to put her own stamp on the RSMR brand arose in early 2019.
Katie is a keen road cyclist and experienced in the art of pilates. She loves days out with her partner and children and socialising with her friends as much as possible!
Investment Research Manager
Robin began his career as a stockbroker on the global corporate dealing desk at Dealwise (now TD Waterhouse) with a move to BWD Rensburg (now Investec) as a Discretionary Investment Manager in 2004. Before joining the investment management team at Lupton Fawcett Solicitors in 2012 Robin also gained significant experience as an independent financial adviser. Robin brings a great deal of knowledge and skill, enhancing the RSMR research team.
Robin reports to Ken Rayner, CEO, and his main responsibilities are to manage and grow the discretionary funds service. Robin works with both consultancy and portfolio clients in the sphere of general research with a spotlight on ethical & SRI funds and investment trusts.
Robin is a busy family man whose main hobbies are camping, music festivals & cooking. He’s also a whizz at pub quizzes and enjoys a good craft beer.
07701 325423 | email@example.com
Marketing Liaison Officer
Sarah joined RSMR in April 2018 and works alongside Simon in supporting the marketing activity for our key Enterprise Accounts.
After graduating from Manchester University Sarah has worked in retail and has just relocated to London so is handy to meet with the asset management community focusing on content for the Hub, our Invest magazine and helping with new projects.
In her spare time Sarah likes to explore the city, travel to new places with her husband and keeps healthy and active regularly participating in running events.
07786076330 | firstname.lastname@example.org
Business Development Manager (Fund Groups)
Simon works with Geoff in the Business Development team where he focuses on key relationships with our existing and new fund management groups.
Having worked for Legal & General for 9 years as the Fund Relationship Manager, and previously at Bradford and Bingley for 22 years in various financial services roles, Simon brings a wealth of relationship management experience, through his work with fund management groups. He travelled extensively throughout England during his time at Legal & General and Bradford and Bingley, to take up various appointments whilst furthering his career.
Simon lives in Colchester with his wife and both his grown up children live close by. Outside of work Simon enjoys, squash, walking and food and wine.
07734767962 | email@example.com
Investment Research Manager
Stephen began his career in financial services in 1983 having graduated from the University of Leicester with a degree in Economics & Economic History. He is a Chartered Fellow of the Chartered Institute for Securities and Investments, has a Diploma in Financial Planning and an Investment Management Certificate.
Prior to joining RSMR in 2015, he was Head of Investment Solutions at Ashcourt Rowan (formerly UK Wealth Management and Yorkshire Investment Group). Before that he ran the investment division of Pointon York and he worked as a discretionary portfolio manager at David Booler & Co. In these roles, he gained extensive experience in fund research, building investment propositions (advisory & discretionary) and working with clients, advisors & investment managers.
Stephen lives in Ackworth and enjoys being walked by his dog, reading books and relaxing with his wife.
07715 024337 | firstname.lastname@example.org
Investment Research Manager
Stewart joined RSMR in August 2011 and has played a key role in the development of the market-leading RSMR ratings service and also manages a large number of bespoke advisory portfolios on behalf of a wide range of IFA clients. He is lead Portfolio Manager for the Rfolios discretionary portfolios having been involved since their launch as well as the management of the preceding advisory portfolios from their launch back in 2015.
Stewart joined RSMR from Honister Capital where he was part of the internal research team responsible for fund and product research, including construction of the recommended fund and product lists for the company’s financial advisers involving, amongst other aspects, face-to-face meetings with fund managers and attending conferences.
07715 205631 | email@example.com
Investment Research Manager
Stuart graduated from the University of Wales Swansea with a degree in Law and commenced his career in finance in 2004 at HSBC in Canary Wharf. He has gained wide range of experience in finance ranging from investment management and investment banking to financial trading and market making.
Prior to joining RSMR, Stuart worked for over 6 years at London based IFA Holden & Partners as Investment Manager leading the in-house investment team. This included portfolio construction (including SRI & ESG portfolios), investment research, conducting face-to-face meetings with both fund managers and clients and being a member of the internal investment committee.
Stuart is a Chartered Fellow of the CISI and holds the Chartered Wealth Manager (level 7) qualification. Additionally, he holds the IMC and the CII Diploma in Financial Planning.
Outside of work Stuart enjoys running, history and exploring his new home county of Yorkshire.
07734767963 | firstname.lastname@example.org
"Geoff and the team are a pleasure to work with. Their approach has allowed Sandringham to develop a great partnership with RSMR in the two to three years we have worked together. Their knowledge, attention to detail, coupled with a clear understanding of the intermediary market has been invaluable in allowing us to develop a robust investment proposition which appeals to both our Partners and clients. I have no hesitation in recommending RSMR to any firm looking to develop investment services to deliver the best outcomes for clients."
Tim Sargisson | Sandringham Financial Partners
Chief Executive Officer
"Grayside first started working with RSMR in 2010, when we moved from fund picking to a centralised investment proposition. The team has never been more than a phone call or email away and on several occasions, they’ve obliged with meetings in our office or London. Portfolio allocation reports are well presented, concise, expertly researched and written. I have recommended RSMR to a number of peers over the last 9 years and would have no hesitation in doing so again."
Mike Seddon APFS | Chartered Financial Planner
"The Fry Group have been working on a bespoke basis with RSMR for some 4 years. They have certainly helped us deliver a more rigorous and detailed look at the fund marketplace and at better cost than trying to build it ourselves. We also know from our data it has led to better client outcomes. We would happily recommend them as a way of providing enhanced due diligence in the fund space."
Jeremy Woodley | FPFS CFP Chartered MCSI
Managing Director, The Fry Group
"RSMR have played a central role in the design and management of our model portfolios. The team are not only helpful but also accessible when required. They are a key “partner” in our business and work closely in helping us deliver a leading solution to our clients."
Derek B. Stewart | Strategic Asset Managers Ltd.