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
Stacey is investment director for both ASHL Group and Rockhold. He provides guidance to ASHL on investment matters and oversees Rockhold’s investment solutions.
Rachel has 15 years experience within the financial services industry holding senior governance risk & compliance roles within the advice sector. Rachel was appointed as the Group Compliance Director in December 2024 for the ASHL Group.
Stacey is investment director for both ASHL Group and Rockhold. He provides guidance to ASHL on investment matters and oversees Rockhold’s investment solutions.
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
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