Our people

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 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 is the former 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.

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 Asset Management 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.

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 Rosebridge Asset Management's investment partners when necessary.

Having been instrumental in the launch of Rosebridge Asset Management in June 2023, Steven is responsible for chairing the Investment Committee, ensuring the company meets its product governance requirements and delivering its discretionary investment management services.

Prior to his current role with Rosebridge Asset Management, George graduated university with an MSc in Global Financial Trading and a BSc with honours in Financial Trading and Investment Management. George’s prior experience is primarily centred around financial analysis and sales experience.

On a day-today basis, George handles client applications and records, investment transactions, and prepares reports for the board and investment committee. He also assists with meeting preparation, liaisons with advisers and custodians, and supports the investment manager with market research on portfolios and funds.

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 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 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 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 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.