Rosie Bezant

Senior investment sales executive

Rosie Bezant

Senior investment sales executive

London

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.

 
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex University.

Rosie is a Senior Investment Sales Executive for London, working alongside Nicholas Elliot and Jake Lewis.  She focuses on building relationships with Financial Advisors and Discretionary Fund Managers as well as developing relationships with the third-party market, including fund platforms, wraps, and life companies.

 
Rosie joined Rathbones in July 2008, having graduated with a BA Hons from Sussex 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.

Gail Teague

Head of Platform Relations

Gail Teague

Head of Platform Relations

London

CONTACT GAIL ON
020 7399 0191

Gail is the Head of Platform Relations for Rathbones.

She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.

Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

CONTACT GAIL ON
020 7399 0191

Gail is the Head of Platform Relations for Rathbones.

She works with a number of teams within the business and is primarily responsible for all platform relationships ensuring Rathbone Funds are represented to suit the needs of our clients.

Gail joined Rathbones in July 2000, having previously been based in Jersey, working within the insurance industry.

Alfie Hayes

Business Development Director, East of England

Alfie Hayes

Business Development Director, East of England

London

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

Alfie is Business Development Director for East of England working alongside Andy Austin. He is a key point of contact for IFAs, brokers and DFM clients.

Before joining Rathbones in 2016, Alfie worked as a broker at BGC for 4 years and spent a year at Franklin Templeton on the Sales Desk.

Alfie holds a BA (Hons) Politics degree from the University of Leeds.

Nicholas Elliott

Associate sales director, London

Nicholas Elliott

Associate sales director, London

London

Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.

Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.

Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.

Nicholas is an associate director and is a key point of contact for IFAs, brokers and DFM clients. He focuses on London and the Isle of Man.

Before joining Rathbones in March 2012, Nicholas worked within Baker Tilly’s Mergers’ and Acquisitions team and Datamonitor’s Financial Services.

Nicholas holds a BSc (Hons) in Business Administration from the University of Bath. He holds the Investment Management Certificate, and is a candidate for the CFA.

Julian Stapleton

Business Development Director

Julian Stapleton

Business Development Director

London

Julian is a Business Development Director specialising in developing and managing relationships with national firms and our strategic partners.

He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.

Julian holds an LLB (Hons.) Law degree from Lancaster University.

Julian is a Business Development Director specialising in developing and managing relationships with national firms and our strategic partners.

He joined Rathbones in February 2008, working initially on the advisory side of the business where he qualified as a Chartered Financial Planner, before moving across to the Distribution team in January 2015.

Julian holds an LLB (Hons.) Law degree from Lancaster University.

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