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

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

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

John Milliken

John Milliken

Director & CEO of Defaqto

Matt Timmins

Matt Timmins

Director & Joint CEO, Fintel plc

David Thompson

David Thompson

Director & Chief Financial Officer, Fintel plc

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)

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.

Get in touch

Let’s discuss how we can add value to your business.
Click below to connect with us or arrange a meeting.

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.