Our People

Paul Boughton

Founding partner

Paul has over 30 years’ experience in senior sales, sales management and business management roles and is one of the most experienced distribution heads in the industry.

Paul Craven

Non-executive director

Paul has over 27 years’ investment experience and is a London-based specialist in the area of Behavioural Economics and the psychology of investment, and founder of Paul Craven Partners Ltd. He is a professional public speaker and also offers client masterclasses about sales and persuasion.

Marianne Montgomery

Non-executive director

Marianne has worked in the asset management and financial services industry for over 25 years. Marianne brings strong experience in the area of talent acquisition and a good understanding of the asset management industry.

Marianne is the founding partner of www.montgomerypartnership.co.uk

Mike Evans

Founding Partner

Mike has over 22 years’ experience in senior marketing roles at large global companies, covering responsibility for leading multi-jurisdictional marketing teams to drive strategy and execution in support of the business and distribution goals.

Jon Rebak

Founding Partner

Jon has nearly 40 years’ investment experience, having worked for HSBC and its prior companies in a variety of investment and research roles, but specialising in collective funds research and management and understanding them in a markets context.