Founder I Managing Director
With over 35 years’ experience in distribution leadership across asset management in the UK and Europe, including roles at F&C/BMO, Cazenove, and J.P. Morgan - Rob specialises in building sustainable revenue growth models focusing on distribution and product strategy. He has served on ACD and AIFM boards. In 2021, he was nominated for Mentor of the Year (IW Women in Investment Awards).
Management Consultant
Mark has spent over 30 years in financial services, building and leading distribution and support teams, and has deep expertise in marketing across the UK retail and wholesale channels. With experience in all asset classes, Mark is a specialist in Multi-Asset and responsible investments and has a broad network across the industry.
Associate Consultant
Rob is a specialist in product development and business strategy having held senior management product leadership roles within Financial services for over 20 years at firms including Old Mutual, Aviva and ManuLife. Rob is an expert in fund structures covering most regulatory environments across Europe. He has launched and managed numerous products and related projects.
