Research in Finance is a privately owned business. We have a diverse, experienced and talented team which powers the business both in research and publishing.
Toby has over 19 years experience within the financial services industry with a deep understanding of product development, distribution, media and communications within the market. He is a regular commentator for the FT and many other trade publications. Toby has also written a number of reports about the UK market, while helping and advising some of the largest financial services companies at a senior or board level. Before setting up Research in Finance he was responsible for publishing some award winning consumer and trade titles across a range of different markets; including Investment Week, Bloomberg Money and Professional Pensions. Previously, the Group Publishing Director at Incisive Media and also a member of the company’s operational and strategic board. In addition, Toby has held a number of special adviser roles for private companies such as the Social Business Group.
T: +44 (0) 20 7104 2236
Richard has over 16 years experience within the financial services market. Having begun his career working in international media across the financial sections of some of the worlds leading newspapers. He then moved into the business to business arena joining MSM International where he was instrumental in the launch of Professional Adviser magazine. Post-acquisition of MSM by Incisive Media he went on to manage the commercial side of Investment Week, IFAonline and Investment Europe.He has a deep understanding of the UK and European intermediary markets and the regulatory issues the sector faces. Richard has worked for many years with a range of asset management companies to generate effective and innovative marketing solutions.
T: +44 (0) 20 7104 2239
Adele has over 17 years experience within the financial services industry. Before setting up Research in Finance, she set up and launched the research and consultancy arm of Incisive Media – Incisive Research. As the Research Director she ran the division for 10 years and conducted hundreds of major studies within the retail, wholesale and institutional pension markets. She has worked on projects around the globe but specialises in the UK and European geographies. Adele brings to Research in Finance a range of market and social research qualifications and an acute understanding of how to generate effective projects with meaningful results. Her analytics team offers full service capabilities in both qualitative and quantitative research and are never happier than when immersed in data.
T: +44 (0) 20 7104 2237
Ana has been working in data analytics and research for the past 5 years. She previously worked as part of Incisive Media’s research team running major European and Institutional projects. Having also worked with some of the largest asset managers in the world to deliver work on product strategy, communication, marketing and sentiment. Ana speaks a number of languages and has a BSc in Business from University of Pucrs in Brazil.
T: +44 (0) 20 7104 2235
Phil has over 21 years’ experience within the insurance industry with an award-winning background in digital product development, media and communications within the market. An adept public speaker and communicator Phil has presented at industry conferences in media and insurance and regularly helped and advised some of the largest insurance companies about how to shape their marketing strategy and establish the most persuasive messaging to suit their target audience.
Before setting up Research in Insurance he was the publishing director of Insurance POST, Insurance Age and was responsible for launching over 40 new events and new products, including the global insurance and risk white paper library Insurance Hound.
T: +44 (0) 20 7104 2210
Annalise has spent her working life intensively researching B2B and B2C audiences in the financial sector. A keen qualitative researcher, she has conducted hundreds of interviews across advisers, DFMs, fund houses, platforms, pension providers and consumers. Her particular area of expertise is fund selection and distribution, on which she has written and presented extensively.
Annalise previously worked at Platforum, where she was lead researcher and author on UK and European fund distribution reports. Before this, she was at Bright Blue Research (formerly branded Consensus), conducting qualitative interviews and co-authoring reports for clients such as DWP and the FCA. Annalise holds a Government degree from the London School of Economics and the Market Research Society’s Advanced Certificate.
T: +44 (0) 20 7104 2238
Sven has a strong interest in quantitative research and has worked across industries, honing his analytical skills in FMCG, automotive and pharmaceutical market research. Prior to engaging in financial services at Research in Finance, Sven derived market insights for automotive brands, helping run their global brand- and ad-tracking studies and car design and usability tests. Following his move into healthcare MR, Sven conducted research on novel drug therapies, working for some of the top pharmaceutical companies. Outside of the research arena, Sven enjoys rowing on the river Thames and his proudest sporting achievement so far has been to not capsize (yet).
T: +44 (0) 20 7104 2218
Simon has 18 years’ experience as a qualitative research specialist, and was formerly a research director at Ipsos MORI. He brings a wealth of experience in designing and delivering qualitative research using a wide range of methodologies. He is also an experienced practitioner of online qual. Before his research career, Simon practised corporate finance law at a leading City firm. Simon is a specialist focus group moderator.
Rob is editor of Professional Paraplanner as well as publisher of AdviserBusinessReview.com. He has been an editor of financial services and business magazines for over 18 years. He was managing editor of Investment Week, Professional Adviser, IFAonline and International Investment and was a launch editor of Professional Adviser and Mortgage Magazine plus other titles in the offshore investment and telecoms markets. Prior to publishing, he spent 10 years in customer relations.
With a Master’s degree in Social Anthropology from the University of Cambridge, Kate has a wealth of experience in qualitative research. Before joining Research in Finance, Kate worked at B2B marketing consultancy EI Advisory, where she designed marketing campaigns for multinational clients across three industry verticals – Management Consultancy, Technology and Finance. She came to specialise in the latter and, in 2015, became the Lead UK Analyst for ‘PEi’, a joint venture with Ptarmigan Media. The reports Kate produced here advised asset management firms on how best to engage with wholesale and institutional investors at UK third-party events.
T: +44 (0) 20 7104 2248
Louisa is a vastly experienced event manager and here at RiF looks after the Professional Paraplanner Technical Insight Seminars across the UK and RiF Briefings.
Louisa has organised events in pretty much every corner of the globe for various businesses including Incisive Media and Centaur prior to joining RiF in 2015.
T: +44 207 102 2235
A big thank you to all the pension schemes, trustees and consultants that took part in the third wave of …
A rolling In-depth quarterly study into the UK financial adviser market
Quantitative and Qualitative approach
A review of all the influential segments …
The Research in Finance media tracker round-up – a report that tells you what the IFA trade press are saying about your business and/or funds. Also, who is advertising, how big are their volumes and what are they actually promoting. In addition does advertising and PR ultimately make a difference to fund inflows?
A study to gain deeper understanding to the changes in fund distribution post RDR.
The rise of the use of outsourcing …
European bancassurance project
An in-depth research project to discover what makes a great sales aid for the European bancassurers.
What elements are …