Our team for financial advisers
Jake Lewis
DFM Specialist, London
Jake Lewis
DFM Specialist, London
London
Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years and national BDM at Coram Asset Management for a further 2 years.
Jake is a DFM Specialist at Rathbones, responsible for IFA relationships in London. He joined Rathbones in February 2020, having spent the previous 3 years as Senior BDM at Brooks Macdonald. Jake brings 15 years’ sales experience, having also worked as London BDM at Premier Miton for 10 years and national BDM at Coram Asset Management for a further 2 years.
Jemima Gregson
Investment sales consultant, West
Jemima Gregson
Investment sales consultant, West
London
Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon.
Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.
Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.
Jemima is an Investment Sales Consultant for the Western region, working alongside Ben Johnson and Matt Honour. She focuses on building relationships with Financial Advisors and Discretionary Fund Managers in Bristol, Bath, Birmingham, south Wales, Cornwall and Devon.
Jemima previously worked at Jupiter Asset Management as a Sales Support Executive.
Jemima holds a B.B.A in Finance and a Minor in Entrepreneurship at Georgia State University.
Polly Anderson
Strategic partnership manager
Polly Anderson
Strategic partnership manager
Flexible
Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly. She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.
Polly is our strategic partnership manager, working with a range of industry influencers to ensure that the various routes-to-market are understood, positioned and communicated accordingly. She specialises in the Rathbones discretionary fund management service.
Polly has over 20 years’ business-to-business sales exposure in a variety of sectors including software, travel, commercial banking, nanotechnology, employee health services and travel management.
Products and services
-
Interactive Multi-Asset Portfolios Brochure
-
Rathbone LED Funds
-
Rathbone LED Managed
-
Rathbone LED Bespoke
-
Our team for financial advisers
-
Fees for financial advisers