The founding directors are practical fund marketers and technical product experts with particular expertise in FCA requirements and co-operation – have over 100 years of combined investment management company experience.
We maintain contact with other industry specialists, a key contributor to our ability to provide support for virtually all your marketing or product needs.
We offer a bespoke service tailored to your specific needs. We can work for you on an ad-hoc basis or on a temporary contract. When you engage us, you benefit from the combined experience and knowledge of everyone at TFM.
There will be very few instances where we can’t satisfy your technical marketing needs.
Nick began his career in 1987 with Prudential Investments and is a marketing professional specialising primarily in UK based open-ended investment funds.
During his career, which also includes Invesco Perpetual and Gartmore, Nick has gained vast experience in the delivery of all forms of marketing communications to investors and advisors.
Nick has always preferred a wide remit in all areas of the communications mix coupled with deep product knowledge. Adopting a hands-on approach, Nick has written and delivered promotional and technical marketing material, from the humble factsheet to product launch brochures and advertising.
His previous role was Head of Marketing Communications at Gartmore. At TFM he drafts and produces technical and promotional marketing materials and communications plans for clients. He has also been placed within companies to provide marketing management or to help drive strategic and tactical marketing initiatives, including implementing a key strategic funds change for a major life company.
Starting in 1985 at RBS, Ian's career has encompassed a number of senior asset management marketing and communications roles.
An all-round senior marketing professional, Ian specialises in technical marketing, internal and external marketing for both closed and open-ended funds. During his career, Ian has undertaken a number of investment trust marketing and communications roles.
With a banking educational background, Patrick began his career in 1974 as a Trustee with Midland Bank for around 120 funds from various fund management groups.
Patrick's previous position was Head of Product at Gartmore Investments.
He has a keen eye for product profitability. Patrick is TFM's product engineering specialist, having carried out rationalisations, mergers, acquisitions and launches. He converted all of Gartmore's funds to COLL with full UCITS 3 investment powers and has carried out similar exercises with a number of TFM clients.
Patrick comes with a wealth of experience and contacts, works closely with depositaries, lawyers and the FCA. Patrick has worked on creating and launching one of the first Tax Transparent Fund ranges in the UK for a major client.