Private Individual

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 RSMR Research Team covers the entire IA universe finally rating 10 to 15% of the researchable universe at any one time
We support and enhance investment propositions through our range of Advisory Services, tailored as required, including advice, management, governance, investment committees, portfolios, fund panels and reporting.

RSMR’s investment philosophy

We conduct research and make decisions and recommendations with longer-term outcomes in mind, resisting short term noise and ensuring we lead with insight rather than follow the crowd.
Qualitative research and analysis form the cornerstone of our business and investment process. While we incorporate a wide range of quantitative data, we believe it is our qualitative insights that create the most value for our clients.
Our ratings decisions are straightforward and binary: a fund is either rated or not. This approach ensures clarity and simplicity for advisers and their clients.
With extensive experience as portfolio builders across multiple market cycles, we understand the importance of pursuing both diversification and superior returns.
We consider ESG (Environmental, Social and Governance) as a risk factor that we take into account in all our research and ratings. Our Responsible rating is effectively ESG+

The RSMR story

What differentiates RSMR?

Meet the team

Board of Directors

Ken Rayner

CEO

Read Ken's profile

Geoff Mills

Non-Executive Director

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Robin Minter-Kemp

Non-Executive Chairman

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John Milliken

Director & CEO of Defaqto

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Matt Timmins

Director & Joint CEO, Fintel plc

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David Thompson

Director & Chief Financial Officer, Fintel plc

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RSMR is part of Fintel plc

Fintel is an AIM quoted business that is committed to simplifying and improving UK financial services. It is an investor in a family of high-quality brands, each an acknowledged leader in service provision for UK advice businesses, wealth managers and investors. While RSMR operates as an independent business, being part of Fintel provides us with scale, resources, and an opportunity to expand access to our services.