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The Team

Annalise Toberman

Associate Research Director

Call on +44 (0) 20 7104 2238

Annalise has spent her working life intensively researching B2B and B2C audiences in the financial sector. A keen qualitative researcher, she has conducted thousands of interviews across private and professional investors and their respective advisers.

In addition to overseeing qualitative research at Research in Finance, Annalise manages the UK Investment Trust Study (UKITS) and UK Responsible Investing Study (UKRIS), making investment trusts and responsible investment/ESG two areas she is particularly passionate about!

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.

The Research in Finance Team