Bob co-ordinates our investment stance across the various strands of our business, he has specialist knowledge of the UK primary opportunities market. He has worked in investment management for over 40 years. After graduating from the University of Durham with a degree in Politics, Psychology and Economics, he spent 11 years with Phillips & Drew, then joined DRG, to manage their in-house pension fund, before setting up RCBIM in 1990. Bob is an Affiliate of the Society of Investment Professionals and a past Secretary of the Western Group of the National Association of Pension Funds.
“When I set up the business in 1990 my aim was to create a firm that was professional, looked after its clients and staff equally and could adapt quickly to the ever changing world. I am very proud to say that my goals have been achieved.”
Alan has over 30 years experience in the investment industry. Starting as a property analyst at Phillips & Drew, he moved into investment management with ICI Pension, and has since held senior positions with firms including Lloyds Investment Managers and Investec Guinness Flight. He joined RCBIM in 2009 from Principal Investment Management where, as Head of Investment, he oversaw a significant increase in both profitability and assets under management.
“I like the lack of bureaucracy here, which gives us the ability to react quickly. A professional approach and an organization that seeks to treat both its clients and staff fairly: good old-fashioned values in modern world.”
Glenn has more than 30 years investment management experience. He began his career as a graduate trainee at Lloyds Bank, after a period running private client portfolios for customers of the bank he became a unit trust manager with Lloyds Investment Managers. In 1997, he joined Pavilion Asset Management as Senior UK equity fund manager, then spent seven years as a Director of Fund Research at Standard & Poors, before joining RCBIM in 2010.
“Many fund managers talk about aligning the interests of clients and the business. Our whole philosophy is based on this principle: our investment managers invest their own money alongside our clients’, and under the same process.”
Neil joined RCBIM in 2016 and has over 15 years experience in the investment management industry. After graduating from the University of Warwick with a degree in Mathematics, Neil joined Principal Investment Management, where he progressed to the role of Investment Manager. In 2010 he joined Ashcourt Rowan, where he was responsible for an investment team managing private client portfolios across the South West and Wales. Neil is a Chartered Fellow of the CISI, the UK’s leading securities and investment professional body.
“We place a strong emphasis on providing an excellent investment service to our clients. Our investment in technology is a key element of this, enabling us to constantly monitor client portfolios to ensure they are ideally positioned based on our current investment outlook and quickly implement any changes in approach which we feel may be beneficial.”
Oliver manages the institutional clients of the business and also leads our research into UK ‘primary’ market opportunities and he is lead manager of the MFM UK Primary Opportunities Fund. He graduated from Birmingham University with a degree in Money, Banking and Finance, he qualified as a Chartered Accountant with Grant Thornton, where he worked with listed clients in a variety of sectors, specialising in the construction, leisure and IT industries. He joined RCBIM in 2006 and is a former President of Bristol Junior Chamber.
“We work as a team, but our own individual decisions make a big impact on the success of our clients. I invest all my monies alongside that of our clients, so my interests are aligned – and I wouldn’t want it any other way.”
Robert is responsible for developing relationships with Financial Advisers and Solicitors who have clients needing investment portfolio management. He has worked in financial services for over 25 years and began his career with Barclays, where he spent a number of years with Barclays Wealth in the Channel Islands, then headed up its Private Client sales operation across the Middle East. He joined RCBIM in 2010 from Merchant Investors.
“Doing what’s right for each client comes first here. We’ve all worked for much larger companies who pretend to do this, but ultimately fail to deliver. Each of us is an integral part of our proposition and service delivery, happy to take ownership. Freedom of thought is actively encouraged.”
Wayne is responsible for developing relationships with Professional Intermediaries. He has 9 years experience in financial services, focusing on the successful delivery of Wealth Management solutions to Independent Financial Advisers and Networks. He started his career with Clerical Medical, as a Broker Consultant, specialising in Life & Pensions. He then moved to AXA Sun Life , eventually specialising as a Business Development Manager for their wrap platform, Elevate. He joined RCBIM in 2015.
“Building professional relationships, realise on the actual delivery of service. It’s great being part of a company where everybody within the firm has a vested interest to continued success. Which means all staff genuinely take ownership and pride in what needs to be done, delivering a great service and experience to both the IFA and ultimately their clients.”
Wendy is a key member of our investment administration team. She spent 13 years at Computershare Registrars covering all aspects of share registration, and gaining her ICSA Certificate in Company Secretarial Practice and Share Registration Practice, before leaving to start a family. She ran her own highly successful cotton nappy laundry business for eight years, before joining RCBIM in 2007.
“The company may be small but each person is valued and respected, and we pride ourselves on providing a great customer service. The working environment, although professional, is relaxed – something a lot of busy offices fail to achieve!”
Paul joined the RCBIM investment administration team in 2015 and has come with several years experience in financial services. After graduating from Liverpool University with a degree in Financial Mathematics, he worked for Pershing Securities Limited, dealing with many aspects of financial administration and worked on a number of major projects, until recently re-locating to Bristol.
“Working for a small company allows for much greater visibility of company processes from start to finish, allowing problems to be solved much more efficiently, and encourages a more open dialogue between colleagues. Each day offers new challenges, and with it new solutions and inspiration to seek improvement.”
Teresa has more than 12 years’ experience in the investment management industry and joined RCBIM in 2018, having previously worked at Williams de Broë and Investec Wealth & Investment. She has a Law degree from Southampton University and a CISI Diploma in Investment Compliance and is responsible for the Compliance Monitoring for RCBIM.
“Due to the size of the company, every member of staff has the opportunity to put their own ideas and opinions forward and to feel that they are contributing to the success of the business.”