How we work with financial advisers

We partner with you to help you reach your clients’ investment objectives.

Whether they are in need of short- or medium-term investing, or retirement income, we have a range of specialist investments to help your clients.

Focused on your needs

We pride ourselves on personable, long-term relationships with our advisory clients.

Our relationship teams focus on getting to know you and your clients’ needs, so they are able to provide you with information about the most suitable products, as well as our experts’ thoughts on changing market conditions.

We have a range of products which may be suitable for your clients’ requirements. These include:

Specialist UK Funds

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Specialist UK funds

Specialist UK funds which invest for income, growth and total return, alongside strategies for smaller companies and microcap investments.

International equities

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International equities

International equities including European, emerging market and global funds.

Macro and multi-asset based products

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Macro and multi-asset based products

Macro and multi-asset based products that may include equities, fixed income, credit, property, cash and currencies.

Speak to our team

Simon Smith

Head of Wholesale Distribution

Simon Smith

Head of Wholesale Distribution

Simon is Managing Director, and Head of UK Wholesale Distribution, responsible for creating a market leading customer centric distribution business working with wealth managers across the UK for the benefit of investors. Simon has spent a 25 year career working for some of the industry's leading asset managers including M&G, Standard Life Investments and most recently nine years overseeing the growth of Merian UK Wholesale (Old Mutual Global Investors).

Tom De Lisle

Sales Director, London

Tom De Lisle

Sales Director, London

Tom is Sales Director for London within the Wholesale Distribution team. He looks after a wide range of clients including Discretionary Wealth Managers, Multi Managers, Family Offices, Private Banks and Global Financial Institutions. Tom joined R&M in February 2013. He started his career in financial services in 2004 at a London stockbroking firm advising high net worth individuals on US stocks and helped launch the alternative investments division. He then moved to Neptune Investment Management in 2007 as Sales Manager covering the London and Greater London area and also became Head of Family Office Business Development. Tom has a degree in Modern and Medieval French from the University of Oxford, he holds the IMC certificate and is a member of the CFA UK Society.

Marcus Honig

Sales Director, London & South East

Marcus Honig

Sales Director, London & South East

Marcus graduated from Glasgow University with an MA (Hons) degree in 2001. Throughout his career in financial services Marcus has worked for companies including Chase de Vere, Scottish Widows and Neptune Investment Management, before joining R&M in June 2017. Marcus holds the CII Level 4 Diploma in Regulated Financial Planning as well as the Certificate in Discretionary Investment Management. He is an experienced Sales and Distribution professional with strong client relationships across the UK.

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

Martin Canavan

Sales Director, North England, Scotland, Ireland & Isle of Man

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