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THE ROCKHOLD TEAM

Having been set our mandate, the managers we partner with follow clearly defined and robust investment processes to determine the asset allocation for each portfolio.

The Rockhold team carry out ongoing oversight into those processes and their ongoing performance.

  • Rockhold Team
  • Investment Committee
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Chris WIlson PROPOSITIONS DIRECTORChris is the Propositions Director for Rockhold and for the ASHL Group. He is an expert in the development of propositions and investment management
Chris WIlson PROPOSITIONS DIRECTOR
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Stacey Ash Investment Director

Stacey is investment director for both ASHL Group and Rockhold. He provides guidance to ASHL on investment matters and oversees Rockhold’s investment solutions. 

Stacey Ash Investment Director
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Andy Ferns Managing DirectorAndy has vast experience in the advice sector having been a Board Director at Zurich Financial Services (founding the Zurich Advice Network and Openwork) and following that, the founding MD of Caerus Capital Group.
Andy Ferns Managing Director
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Chris Wilson Propositions DirectorChris is the Propositions Director for Rockhold and for the ASHL Group. He is an expert in the development of propositions and investment management
Chris Wilson Propositions Director
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Jason Kirk Group Compliance Director

Jason has over 30 years financial services experience. He was appointed as Compliance Director for Sense Network in 2019 and has been Group Compliance Director for the ASHL Group since the acquisition of Sense. 
     

Jason Kirk Group Compliance Director
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Stacey Ash Investment Director

Stacey is investment director for both ASHL Group and Rockhold. He provides guidance to ASHL on investment matters and oversees Rockhold’s investment solutions. 

Stacey Ash Investment Director
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James Millard Non-Executive Director
James Millard Non-Executive Director

OUR PARTNERS

Marlborough is Rockhold's investment partner managing the multi-asset fund. They are focussed on finding the best investment funds available and blending them in portfolios, to deliver the optimal mix of risk and return.

Alpha Beta is the discretionary investment manager for Rockhold.  Developing the ranges of model portfolios, applying their institutional asset allocation model and doing the fund selection as part of the process.

  • Marlborough
  • Alpha Beta
SHELDON MCDONALD CIO, MULTI-ASSET
NATHAN SWEENEY DEPUTY CIO, MULTI-ASSET
RAJ MANON FUND MANAGER
SARAH TODINO ANALYST
SCOTT TRUTER ANALYST
JOHN REYNOLDS CHAIRMAN
GEOFF BROOKES CHIEF EXECUTIVE OFFICER
PETER TOOGOOD INVESTMENT DIRECTOR
ASIM JAVED INVESTMENT MANAGER
SARAH WARNER FUND ANALYST
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