James has ten years of experience working with defined benefit pension schemes, and in helping them understand their options for long-term objectives and what journey plans make sense for them. Prior to joining R&M, James worked in the investment advisory team at KPMG where his work included helping pensions trustees select and evaluate their fiduciary…

Read More

David joined R&M in September 2019 having already enjoyed over 30 years’ experience in the Financial Services industry. In previous roles David was Managing Director at Pioneer Investments where he had direct responsibility for global distribution across the business. Prior to this he was Sales and Marketing Director at Janus. In his role as Global…

Read More

Graham is an Institutional Sales Director, developing and supporting institutional clients across Europe that invest in our equity, derivatives and alternatives strategies. Prior to joining R&M, Graham worked at Optima Fund Management for 11 years as Managing Director and Head of European & Middle Eastern Sales. Graham was at Gartmore for nine years, the last…

Read More

Joe Jepson is part of the UK Institutional team and is responsible for the investment consultant distribution channel. Joe joined R&M in 2017. Prior to this he worked as an investment consultant for a UK based consultancy and advised UK pension schemes. Joe is a CFA Charterholder and has a BA in Politics, Philosophy and…

Read More

Jason spent 23 years trading derivatives before joining River and Mercantile in 2014. Starting in the trading pits in London in 1991 he has worked for various investment banks including Bank of America and BNP as a Market Maker and a Proprietary trader. Since joining R&M Jason worked primarily with LGPS helping them understand how…

Read More

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…

Read More

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…

Read More

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…

Read More

Ronan is responsible for business development of Solutions. He started his career at ABN Amro Asset Management in Amsterdam which was one of the first providers of Fiduciary Management in Europe. He subsequently worked at BNP Paribas and Russell Investments. Ronan is responsible for setting and implementing our marketing and distribution strategy. He holds an…

Read More