HYMANS ROBERTSON - Key Persons
Alison is a Relationship Director and responsible for fostering new intermediary/adviser firm relationships within HRIS. She joined in January 2021 and has over 25 years' experience in the retail advisory sector. Initially, Alison worked in Business Development for Legal and General and then for Canada Life. Over the years she has built great relationships with many advisers across the UK. Outside of work Alison enjoys travelling and spending time with her family.
Andy is a Relationship Director covering the South West and Wales region. With over 30 years' experience in business development and management roles within retail financial services, he has built some great relationships with advisers in the region. He understands what is required to forge strong partnerships with adviser businesses, particularly focusing on investment strategy. Outside of work, Andy can be found on the side of a football pitch at weekends, as a grass roots coach, or on a golf course, if time permits.
Anna is an investment manager within HRIS, providing wealth management services to retail focused clients. This includes designing, implementing, and managing model portfolios, setting strategic asset allocations, fund selection and risk monitoring and management. Anna qualified as an actuary in 2014 and has over 10 years' experience in the investment industry. Before working in retail investment, she provided investment consultancy services and actuarial advice to pension schemes and their sponsoring companies.
Catherine has worked for Hymans Robertson for 8 years. She qualified as an actuary in 2016 and she is now a regulated investment consultant with over 6 years' experience of the pensions investment industry. Catherine is now an investment manager in the Retail Wealth team focusing specifically on fund selection. Alongside this and for the past 6 years, Catherine has been delivering investment advice to some of the largest DC pension schemes in the UK, including a growing Master Trust. She supports clients with their investment strategies, ongoing performance monitoring and governance requirements, as well as supporting them through a range of investment transitions.
Job Titles:
- Investment Associate
- Wealth Investment Associate
Daniel is an Investment Associate within the HRIS Investment team. Previous to this role, Daniel worked in the investment consulting team at Hymans Robertson, helping to advise DB Pension Schemes, having joined in 2020.
Daniel works with the team to create and manage investment portfolios for retail clients. Key focuses of the role are fund manager research and monitoring, performance monitoring, and asset class analysis.
Daniel is also currently working towards becoming a CFA charter holder.
David is a Relationship Director supporting adviser firms in the Southeast and London. He joined HRIS in April 2023, after leaving Canada Life where he built long-standing successful relationships with advisers in both the Retail and Institutional market. He has been in the financial services industry for over 15 years and holds the Diploma in Financial Planning. Outside of work David enjoys most sports, and spending time with his family.
Jack is an Investment Manager within the HRIS team and joined Hymans Robertson in 2017. Prior to working in HRIS' DFM service, Jack worked as an investment consultant for 5 years, advising DB pension schemes on their investment strategies.
Jack works with the team on designing investment portfolios for our adviser clients focusing especially on fund manager research and developing our capital market views.
Jack has been a CFA charter holder since 2018 and has passed the IMC.
John is a Partner and is responsible for the distribution of Hymans Robertson's Investment Services for the retail advisory market. He joined Hymans Robertson in January 2020 and has over 30 years' experience within financial services, performing distribution and marketing director roles for Life Companies, Asset Managers, DFM's, SIPP providers and Platforms. He is also level 6 qualified. Outside of work, John is a keen sports enthusiast, especially in rugby and football. He enjoys walking holidays with his wife and lives in St Albans.
Kameel joined Hymans Robertson in 2011 as part of the graduate programme within Public Sector Actuarial before qualifying as an actuary in 2017. In 2018 Kameel moved across to our institutional investment practice, broadening his skillset to manage various strategic investment portfolios for clients and became lead consultant on a number of accounts. Continuing his journey within investments Kameel has recently joined our growing Hymans Robertson Investment Services team as an Investment Director, a position that will allow him to draw upon his skills in investment management and client consulting.
Kate is Head of Key Accounts at Hymans Robertson Investment Services. Kate is highly experienced and has an excellent knowledge of the UK advisory market having worked in adviser facing distribution roles for close to 15 years. She also holds the Advanced Diploma in Financial Planning. At Hymans Robertson, Kate is responsible for building relationships with and managing our strategic partnerships. Prior to joining Hymans Robertson, Kate was a Senior Sales Manager, Strategic Accounts at Fidelity Adviser Solutions.
Job Titles:
- Head of Client Management
Neale works with our Relationship Directors to ensure our client firms are fully supported by the team at HRIS and receive the communication and engagement from us that they expect. As well as his broader responsibilities, he looks after our client firms in the South and Southwest of England. Neale has extensive experience in retail financial services, having spent many years working as an IFA, as well as in business development and acquisitions roles, and brings the understanding needed to properly partner with clients.
Job Titles:
- Investment Specialist Client Portfolio Manager
Samantha joined Hymans Robertson Investment Services in 2023 as a Client Portfolio Manager and is an integral member of the Investment Team.
Passionate about supporting advisers and their relationships with retail clients, Samantha brings a wealth of knowledge and experience as an investment specialist to her role in supporting the close relationships we have with our adviser firm clients through regularly attending their investment committee meetings, providing investment updates, along with producing timely and engaging collateral.
Samantha has extensive experience in retail financial services, having spent several years within a large IFA business creating and maintaining their Centralised Investment Proposition. Prior to this, Samantha held an Investment Analyst role at a DFM running a series of model portfolios and was primarily responsible for fund manager research, portfolio construction, and attribution analysis.
Samantha has been a CISI Chartered Wealth Manager since 2019 and also holds the CISI Diploma in Investment Advice (Securities) and the CFA IMC qualification.
Sandra has over 25 years' experience working in sales and business development within financial services. Previously she worked at Standard Life, predominantly within the UK Distribution team for Aberdeen Standard Investments. She has strong partnerships with financial advisers and wealth managers across the North of England and has covered an extensive range of funds, assisting accounts in developing their investment strategy for clients.
Stephen leads the Investment Services team at Hymans Robertson, with overall responsibility for the DFM. He is in regular contact with a number of our key clients, attending meetings with his colleagues to discuss strategy, gain feedback and assist in developing investment propositions if required. Prior to joining Hymans Robertson, he worked as Head of Investments for the insurance division of Lloyds Banking Group. He was also previously Head of Investment Research at Hymans Robertson.
Job Titles:
- Chief Investment Officer
- Partner
William is a Partner and Chief Investment Officer ("CIO") of Hymans Robertson Investment Services. He is highly experienced having joined Hymans Robertson in 2003. In his role as CIO, he is responsible for designing and implementing tailored model portfolios (including integrating Responsible Investment) that meet our clients' needs and ensuring our communications are both relevant and engaging. When not working, William spends time looking after his young son, gardening, and learning Dutch.