How we work with wealth managers

We work with you, offering specialist investment portfolios

Whether your clients need to grow their capital for future generations, build up their retirement pot, or manage their investments against current and future risks, we have well-established processes and proven track record to help you manage your investments.

A long-term partner focused on helping you

We pride ourselves on personable, long-term relationships with our clients. We are keen to meet or talk with you and develop an in-depth understanding of your needs, so that we can offer you the most appropriate products and services that suit your clients’ needs.

You have access to dedicated relationship teams who can ensure that all your questions about our funds and services are answered. Where appropriate, we are also flexible to work with you in building specific solutions for your clients’ needs.

Your needs inform the way we structure our services.  We have in-house teams specialising in equities, as well as macro and multi-asset alternative investment solutions, and derivatives management.  Our pooled funds include:

Specialist UK Funds

Equity_strategies_UK_equity-100x100

Specialist UK funds

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

International equities

Global

International equities

International equities including European, emerging market and global funds.

Macro and multi-asset based products

Macro_multi_asset_alternative_investments

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

Martin began his career in asset management sales in 1996 with Deutsche Bank. He has since held roles with AEGON Asset Management and Merian Global Investors (formerly Old Mutual), before joining R&M in August 2020. He is a highly experienced Sales professional with strong relationships across a range of client segments, covering the UK, Isle of Man and Ireland. Martin holds the Investment Management Certificate.

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