Our people

Our team possesses a vast range of knowledge and experience which enables them to work collaboratively with our renowned global investment specialists, and to monitor and review the performance of the innovative solutions, question, challenge and make changes where necessary.

Graham Harrison MSc, FCSI

Governance

For the last twenty years, Graham has been directly involved in undertaking investment research; providing investment advice to ultra-high net worth families, complex trust structures and charities.

Graham Harrison

Governance

MSc, FCSI

For the last twenty years, Graham has been directly involved in undertaking investment research; providing investment advice to ultra-high net worth families, complex trust structures, charities and similar institutions; and serving as a non-executive director on the boards of investment vehicles. His experience spans a wide range of asset classes including hedge funds, commodities, property, structured finance, listed and private equities, bonds and money market funds.

In 1993, Graham co-founded Asset Risk Consultants and today serve as ARC Group executive chairman. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute of Securities and Investment. Graham also holds an Economics degree from Exeter University and a Masters in Economics from the London School of Economics.

At Rosebridge Asset Management Limited, Graham will be responsible for overseeing and reviewing the governance framework to ensure it is fit for purpose and provides clearly accountable decision making and oversight.

Kerri Burden ACSI, IMC

Investment Manager & Analyst

Kerri started her journey in financial services as an investment administrator in 2013.

Kerri Burden

Investment Manager & Analyst

ACSI, IMC

Kerri started her journey in financial services as an investment administrator in 2013. Since then, she has excelled in her career, operating in various roles as an investment dealer and latterly an investment analyst.

Kerri sits on the Investment Committee and is responsible for overseeing the investment proposition and assisting with the quantitative and qualitative research on the funds.

Mark Harris BA (Hons), FCSI, IMC

Fund Selection Analyst

Mark is Head of Multi Asset Solutions at EPIC Investment Partners. Mark joined EPIC in 2019, having previously headed up the Multi Asset team at City Financial.

Mark Harris

Fund Selection Analyst

BA (Hons), FCSI, IMC

Mark is Head of Multi Asset Solutions at EPIC Investment Partners. Mark joined EPIC in 2019, having previously headed up the Multi Asset team at City Financial, which he joined in October 2012 as part of its acquisition of Eden Asset Management. He joined Eden in 2011 to head its multi-asset business. In 2009, he joined Henderson following its acquisition of New Star, leading a team of six managing over £2 billion in assets across a range of low- to high-risk mandates. He had previously spent six years at New Star Asset Management managing a range of award-winning funds. Mark has a degree in Law and Economics from Newcastle University.

Mark will sit on the Investment Committee at Rosebridge Asset Management Limited as a non-executive director where he will be responsible in assisting with fund selection and challenging investment decisions where necessary.

Phillip Rose MSc, APFS

Director

Phillip holds a MSc in Financial Services and Business Management researching investors behavioural tendencies, obtaining a distinction accreditation in behavioural economics.

Phillip Rose

Director

MSc, APFS

Phil holds a MSc in Financial Services and Business Management researching investors behavioural tendencies, obtaining a distinction accreditation in behavioural economics.

Phil’s master thesis was focused on investors risk bias, analysing over one million risk profile questionnaires. This combined with advising clients how to successfully invest their wealth for over 30 years allows Phil to position the Rosebridge risk adjusted portfolios in line with investors behaviours.

Phil has held senior regulatory roles for over 25 years and pulls no punches in his search for the best outcomes for investors.

At Rosebridge Asset Management Limited, Phil is responsible for making strategic and operational decisions within the company and ensuring that the company meets its statutory obligations.

 

Steven Banks APFS, CFP™ Chartered FCSI (Financial Planning)

Director

Steven brings an extra dimension to his client relationships having worked in professional services for over 25 years.

Steven Banks

Director

APFS, CFP™ Chartered FCSI (Financial Planning)

Having started his career in the law as a private client solicitor, where he undertook a broad range of private client matters including advising on and drafting Wills and Trusts, Steven transitioned seamlessly into financial services in January 2000 – ultimately becoming one of a small number of advisers to hold both Certified and Chartered Financial Planner status.

After working within two of the biggest mid-tier accounting practices for over 12 years, Steven determined his future, and the interests of his clients would be best served in an independent owner managed business environment where he was not simply a cog in a wheel and his clients a number on a page.

In August 2012, Steven joined forces with former colleague Phillip Rose and established a highly successful Chartered Financial Planning business in Park Square, Leeds, called Rosebridge – the group now employs over 40 financial specialists with offices in Leeds, Ramsbottom and Chester.

For the last 10 years, Steven has been an integral part of Rosebridge’s in-house Investment Committee, which sets, monitors and reviews the parameters within which its risk rated active and passive model portfolios are managed and provides ultimate direction and oversight of group investment solutions to ensure a consistent approach to client investment outcomes.

This, combined with advising clients on how to successfully invest their wealth across the full spectrum of investment solutions for over 20 years, means Steven has the knowledge and experience to challenge the portfolio construction decisions of RAML’s investment partners when necessary.

Having been instrumental in the launch of RAML in December 2022, Steven is responsible for chairing the Investment Committee, ensuring the company meets its product governance requirements and delivering its discretionary investment management services.

Tom Lilley BA (Hons)

Investment Administrator

Prior to his current role with us, Tom graduated university with an economics degree and has five years experience within the financial services sector

Tom Lilley

Investment Administrator

BA (Hons)

Prior to his current role with us, Tom graduated university with an economics degree and has five years experience within the financial services sector, mainly centred around Self Invested Personal Pensions (SIPPs).

On a day-to-day basis, Tom’s role includes research on both wider market performance and specific fund research which involves research on the performance of funds within our portfolios and comparisons between other similar funds. Tom will also be involved with the administration for new client applications and the management of client’s investments.

 

Kathryn Wallwork BA (Hons)

HEAD OF OPERATIONS

Kathryn has over 18 years' experience in the financial services industry

Kathryn Wallwork

HEAD OF OPERATIONS

BA (Hons)

Kathryn has over 18 years' experience in the financial services industry and has a proven track record in operations, where she has been responsible for IT, HR and Management Accounts, to name a few. Kathryn is responsible for managing all operational matters and internal projects.

Gareth Griffiths BSc (Hons), Dip PFS

DIRECTOR

Gareth was a professional footballer for 14 years prior to entering financial services

Gareth Griffiths

DIRECTOR

BSc (Hons), Dip PFS

Gareth was a professional footballer for 14 years prior to entering financial services. During his career he obtained a first class honours degree, a post graduate qualification from the Chartered Institute of Marketing and his Chartered Insurance Institute exams before retiring, whereby he founded ProSport Wealth Management with Phil Rose in 2009.

He is an affiliate of the Society of Trust and Estate Practitioners (STEP) and possesses the STEP Certificate UK - Financial Services – Trusts and Estates. He provides independent investment governance advice and oversight to Charities and trusts, helping trustees to discharge their responsibilities. He utilises ARC’s extensive research capabilities to deliver a high quality performance focussed information resource and reporting service. Gareth also focuses on helping sports professionals and HNW individuals secure their financial future.

With a firm understanding of the highs and lows of a professional sporting career, Gareth is able to identify with his clients and advise them on how to generate and preserve their wealth. He was a board member of the Management Committee of the Professional Footballers Association for a number of years as a player and has been serving as a trustee of The PFA Charity now named The Players Foundation since 2014.

He has a varied client profile which includes athletes, managers, coaches, sporting directors and sporting associations as well as high-net-worth business owners.

Carol Aspinall FCCA

ACCOUNTS MANAGER

Carol is a Chartered Fellow and Certified Accountant with over 40 years' extensive experience in her field

Carol Aspinall

ACCOUNTS MANAGER

FCCA

Carol is a Chartered Fellow and Certified Accountant with over 40 years' extensive experience in her field. She is passionate and dedicated to her work and has a long-standing commitment to professionalism and ethics.

At Rosebridge Asset Management, Carol is responsible for all our aspects of our Management Accounts, including payroll, invoices, payments.

Tim Wood

HEAD OF BUSINESS RISK

Tim has worked within the financial services sector for more than 35 years

Tim Wood

HEAD OF BUSINESS RISK

Tim has worked within the financial services sector for more than 35 years. Having worked within a large life company, a SIPP and SSAS operator, several IFA and wealth management firms, as well as an employee benefits consultancy and a discretionary management firm, Tim has a diverse and varied skill set.

His experience has enabled him to work with businesses to meet their commercial objectives within a regulated environment. At Rosebridge Asset Management, Tim is responsible for Risk Mitigation and with an approach driven by hard work combined with a focus on consumer outcomes, Tim is a central part of the team.

Donna Milligan Dip PFS

BUSINESS RISK ASSISTANT

Donna has worked within the financial services sector for more than 22 years.

Donna Milligan

BUSINESS RISK ASSISTANT

Dip PFS

Donna has worked within the financial services sector for more than 22 years. Having worked for larger Building Societies and smaller Independent Financial Advice businesses. Donna's roles have centred around managing business standards, risk management and supervision within a regulated environment.

Donna’s role within Rosebridge Asset Management is to assist in the responsibilities for risk mitigation. Her focus is set on ensuring the business is meeting their regulatory obligations with a strong focus on consumer outcomes.