We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

Watch 'Who is RSMR?'

RSMR offers the widest set of recognised and respected ratings in the marketplace. Over 15,000 advisers across the UK use our market-leading fund ratings and portfolios, which are underpinned by rigorous research, extensive experience and thorough analysis.

What we do

  • With over 250 years of collective experience, the RSMR research team is one of the most accomplished in the country
  • We constantly monitor and assess the market and meet with around 600 fund managers each year
  • The investment team covers the entire IA universe finally rating 10 to 15% of the researchable universe at any one time
  • We consider ESG (Environmental, Social and Governance considerations) as a risk factor that we take into account in all our research and ratings. Our Responsible rating is effectively ESG+
  • Our ratings are a badge of quality, due diligence and reputation: there are no half measures — we either rate funds or we don't
RSMR Managed Portfolio Service

Managed Portfolio Service

Our Managed Portfolio Service supports advice businesses in a unique way by delivering improved investor outcomes — based on our rigorous research methodology — and by simplifying the advice and suitability challenge.

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The RSMR story

The RSMR story The RSMR story

What differentiates RSMR?

What differentiates RSMR?
What differentiates RSMR?

Meet the team

Board of Directors

Ken Rayner

Ken Rayner

CEO

Geoff Mills

Geoff Mills

Non-Executive Director

Robin Minter-Kemp

Robin Minter-Kemp

Non-Executive Chairman

Ross Wilson

Ross Wilson

Non-Executive Director

David White

David White

Non-Executive Director

Investment Team

Stuart Ryan

Stuart Ryan

Head of Research

Stewart Smith

Stewart Smith

Head of Managed Portfolio Services

Robin Ghosh

Robin Ghosh

Senior Investment & Research Manager

Naeem Siddique

Naeem Siddique

Investment Research Manager

Richard O'Sullivan

Richard O'Sullivan

Investment Research Manager
 

Stephen O'Mara

Stephen O'Mara

Investment Research Manager

Olga Baron

Olga Baron

Investment Research Support Manager

Tim Sedgwick

Tim Sedgwick

Investment Research Manager

Andrew Robinson

Andrew Robinson

Senior Investment Analyst

James McQuade

James McQuade

Investment Analyst

Operations Team

Caroline Spencer

Caroline Spencer

Director of Operations

Angela Wellock

Angela Wellock

Senior Operations Assistant

Victoria Hamilton

Victoria Hamilton

Operations Assistant

Business Development & Marketing Team

James Senior

James Senior

Head of Marketing & Business Development

Katie Sykes

Katie Sykes

Client Engagement & Marketing Manager

Jon Lycett

Jon Lycett

Key Accounts Manager

Scott McNiven

Scott McNiven

Business Development Manager (North)

Dominic Brooks

Dominic Brooks

Business Development Manager (South)

Ben Bonney-James

Ben Bonney-James

Business Development Manager (Provider relationships)

Sarah McCulloch

Sarah McCulloch

Marketing Liaison Officer (Provider relationships)

Consultants

Graham O'Neill

Graham O'Neill

Senior Investment Consultant

Get in touch

We work with a wide range of businesses on a bespoke basis providing tailored investment propositions, fund lists, portfolios and investment committee resource.

Contact us

RSMR are proud to support Rewilding Britain in their mission to restore ecosystems to the point where nature can take care of itself.