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 200 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
  • Of the Investment Association's universe of 4,000 funds, we filter and rate approximately 400
  • 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.

find out more

The RSMR story

The RSMR story The RSMR story

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

Andrew Robinson

Andrew Robinson

Senior Investment Analyst

James McQuade

James McQuade

Investment Analyst

Olga Baron

Olga Baron

Investment Research Support Manager

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 Poulson

Katie Poulson

Client Engagement & Marketing Manager

Jon Lycett

Jon Lycett

Key Accounts Manager

Scott McNiven

Scott McNiven

MPS Accounts Manager (North)

Dominic Brooks

Dominic Brooks

MPS Accounts 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

David Perkins

David Perkins

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