Behind the scenes of MackayWilliams

Meet the core team

Rodney Williams

Chairman

Rodney’s experience of more than 30 years spans stockbroking, financial publishing, journalism and investment management. Most significantly, he was one of the founding directors of Fleming Asset Management’s (now JP Morgan) original pan-European mutual fund expansion after inception of the UCITS directive. As a pioneer of UCITS fund development, he worked in Luxembourg for 11 years with both Flemings and Henderson/Cogent. Rodney is a recognised authority on cross-border funds, a regular author and commentator on industry issue and external advisor to a number of companies in the asset management arena.


Diana Mackay

Joint CEO

Diana is a recognised expert on trends in the investment fund arena having initiated the first authoritative research on the European markets in 1990. This research included a number of unique data gathering projects designed to aid fund management groups develop their strategies for gathering assets not just in Europe’s diverse markets but on a global basis. Over a period of seven years her most recent research venture (FERI FMI) developed into a multi-million pound business, which was acquired by Thomson Reuters. She has now established a new research business with long-term colleague Rodney Williams, which comprises a monthly report on industry trends called Fund Radar and a majority stake in the Berlin-based distributor research company Fund Buyer Focus, acquired in January 2011.

With more than 20 year’s experience of monitoring the development of fund markets Diana has been called as an expert witness to the European Parliament’s deliberations on the impact of Ucits and has participated in numerous European Commission initiatives, and industry Think Tanks. She is a member of Alfi’s Strategy Committee and has assisted in the promotion of the EFAMA fund classification standards.


Mauro Baratta

Joint CEO

Mauro has been involved in the research and analysis of the European fund industry for the last 16 years. He started his career working at Lipper and was one of the main architects behind the creation of the Global Fund Analyser, the first database calculating asset growth across European and offshore fund markets following the introduction of the Ucits directive. In January 2002 Mauro joined FERI Fund Market Information Ltd (the fore-runner of Lipper FMI) and helped to create and develop SalesWatch, the confidential cross-border sales benchmarking service, and the FundFile open-market database. A regular speaker at fund industry conferences and events, at Lipper FMI he was also the author of various reports on industry trends on the Italian, Spanish and Belgian markets.


Chris Chancellor

Partner

Chris is a strategic thinker with a background in the asset management industry. He has worked within asset management since 2000 with roles in marketing, product strategy and development, management information and business strategy and planning. He has a strong understanding of industry trends and also the commercial drivers and business dynamics within asset management firms. During his time at a global asset manager he created and ran an EMEA business and product strategy team reporting to the Head of EMEA to monitor trends both within and outside the business and create solutions to business challenges and opportunities. Chris has both the IMC and CFA qualifications.


Brigitte Behrens

Account Manager / Research Analyst


Laura Burgos

Head of Operations


Simon Critchlow

Head of Clients

Simon is Head of Sales and has over 25 years’ experience in financial services, including 11 years as an IFA so he knows something about life as an intermediary. In the last 15 years Simon has worked within leading international investment and commercial banks and high-growth asset management groups in sales, research and commercial roles within portfolio strategy, software design, product design and distribution. Simon’s business passion is for the development of better investor portfolios using insights from Behavioural Finance to help protect investors from the many human biases which stop them reaching their long-term goals. He knows this is like wishing to irrigate the Sahara. He has an MBA from London Business School.


Philip Dempsey

Data Analyst


Birgitta Dern

Research Analyst


Tiziano Giannotti

Fund Market Analyst & Publisher

Tiziano has over 14 years experience in the financial services industry. He started his career in Italy as a financial advisor for Finanza & Futuro Banca SpA, part of the Deutsche Bank Group, specialising in asset management, retirement and financial services. He moved to Berlin in 2005 and joined Metrinomics GmbH as a business interviewer, project assistant and market researcher into the asset management industry. In 2010 he was in charge of the editorial and publication of articles & blogs for Fund Buyer Focus. He later joined the Fund Radar editorial team as author of the Italian chapter. Tiziano holds a bachelor’s degree from Università degli Studi di Pisa and a 1st level Specialisation degree course in International politics with focus on European economic integration.


Martin Guhr

Head of Production & Quality Control


Gabriele Endres-Hatmaker

Production Assistant


Iven Jainta

Production Assistant


Barbara Kenzler

Research Analyst


Mark McFee

Publications Editor

Mark’s professional background encompasses market research, data analysis, and business journalism in the asset management and tourism industries. He joined MackayWilliams as publications editor in 2014, having previously worked for Lipper FMI, Funds Europe, and VisitBritain – all the while striving to strike the right balance between numbers and words in authoritative research. He holds a BA in French and German, a graduate diploma in economics, and the IMC qualification.


Mark Phasey

Sales Operations Manager

Mark comes from a languages and social sciences background; fluent in German he worked for the University of Hannover in Germany as a research assistant and studied a bilingual master’s degree in European Studies.


Eleanor Radford

Accounts Manager

Eleanor is a freelance accountant who undertakes our book-keeping and finance management. An experienced, CIMA-qualified accountant, she was Financial Controller at Lipper prior to taking a short career break, and then took on a part time role at FERI Fund Market Information Ltd (later Lipper FMI).


Angelika Walle

Head of Research & Methodology


Ralph Williams

Publishing Assistant

Ralph has a background in global governance, having started his career working for the UN and various NGOs in Geneva. A fluent French speaker, he returned to the UK in 2014 after 13 years in France and Switzerland. As far as we can tell, he’s not related to Rodney.


Bella Caridade-Ferreira

France

Bella has 15 years’ experience in the research and analysis of the European and Asian asset management industries. Before setting up Fundscape, she worked for Lipper FMI as Global Head of Research and Publications and was the author of numerous publications and reports including the popular European and Asian Data Digests. Early in her career she worked in the investment banking division of Merrill Lynch and then for a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers. She has a master’s degree in International Business and is fluent in four languages.


Sheenagh Gordon-Hart

regulation

Sheenagh is a well-known figure in the asset management arena with over 30 years’ experience of the international asset management marketplace. Having successfully run her own consulting business, often collaborating on projects with entities that evolved into MackayWilliams, Sheenagh has spent the last 15 years in a client-facing role at one of the major global banks where, most recently, she focussed on regulatory strategy. She has now started her own consulting business again and offers her unique insight on regulatory matters to the Fund Radar team.


Helene Jonsson

sweden & nordic countries

Helene started her career as a researcher and data analyst at Lipper in 1997 and contributed to various editions of the European Fund Industry Directory. She later joined a team of analysts and wrote quarterly reviews on mutual fund industry trends in the Nordic, German and Austrian markets. In 2002 Helene joined Citywire and contributed to the research of European fund markets for Citywire’s database of fund managers. In 2003 Helene started to write the Swedish chapter of the Lipper FMI monthly publication Fund Market Monitor. Helene is a trained translator and speaks German and Swedish.


Fiona Maciver

distribution

Fiona has more than 25 years financial services experience. She started her career in the life insurance business before moving to the asset management sector in 1996. Fiona set up and managed the Investment Writing function at Standard Life Investments, managing a team of writers delivering fund commentaries and marketing materials. Her passion for research led her to move to a more strategic research role where she developed the research and insight function at Standard Life Investments.

Fiona is currently a business writer and independent consultant. She has authored reports on fund selection, marketing and distribution trends. A member of the Chartered Institute of Marketing, she holds a Postgraduate Diploma in Marketing and a degree in Business Studies.


Richard Mertz

Germany

Richard has 20-years experience in the financial markets. He worked in money markets trading in London, Luxembourg and Tokyo. His main focus was on interest rate options and the development of structured products and trading strategies. After leaving the interest rate derivatives markets, Richard started monitoring the international fund markets. In 2006 he joined Feri FMI writing on Austria and Germany and later joined the Lipper FMI editorial team.


Helen Pridham

austria & united kingdom

Helen became a personal finance journalist after gaining a degree in Economics. She has more than 30 years’ experience in the field and has written for The Observer, The Sunday Times, The Times, Money Observer and other titles. She is also the author of five books on personal finance. She has won a number of awards and commendations for her work. She established the UK Fund Sales Report, monitoring sales of investment funds in the UK, in 1997, which was eventually acquired by Lipper FMI. Helen also joined the editorial team at Lipper FMI, but left to establish Fundscape. She is fluent in German.


Patrick Smith

Spain

Patrick has 18 years’ experience as a writer on European fund markets. He initially worked as an analyst and researcher then as a contributor to a pioneering publication in this field, the European Fund Industry Directory. At Lipper Patrick lead a research team writing, later leading a European research and analysis team at Lipper FMI. Specialising in the Spanish industry, he has also written on a number of Latin American and Asian fund markets and is a qualified translator.


Jolanta Ursprung

Switzerland

Jolanta looks back at 25 years of experience in a number of fields related to economics and financial markets. She began her career as an academic teacher. Prior to the launch of the Warsaw Exchange, she organised a country-wide PR campaign before the first IPOs and later co-led the Corporate Finance and Economic Analyses Department at the Securities and Exchange Commission, Warsaw. Since 2002, she advises companies intending to set up domicile in Switzerland and mediates candidates for financial institutes. She also edits monthly investment market reports for several financial intermediaries located in Switzerland.

Jolanta holds two master’s degrees: in economics from Virginia Polytechnic Institute & State University and in international economics and business administration from the Warsaw School of Economics. She participated in two PhD programmes: in economics at VPI&SU and in capital market finance at the University of St. Gallen, Switzerland.


The MackayWilliams team

Rodney Williams

Chairman

Diana Mackay

Joint CEO

Mauro Baratta

Joint CEO

Chris Chancellor

Partner

Brigitte Behrens

Account Manager / Research Analyst

Laura Burgos

Head of Operations

Simon Critchlow

Head of Clients

Philip Dempsey

Data Analyst

Birgitta Dern

Research Analyst

Tiziano Giannotti

Fund Market Analyst & Publisher

Martin Guhr

Head of Production & Quality Control

Gabriele Endres-Hatmaker

Production Assistant

Iven Jainta

Production Assistant

Barbara Kenzler

Research Analyst

Mark McFee

Publications Editor

Mark Phasey

Sales Operations Manager

Eleanor Radford

Accounts Manager

Angelika Walle

Head of Research & Methodology

Ralph Williams

Publishing Assistant

Fund Radar Experts

MackayWilliams incorporates the skills of industry experts who have been monitoring local market developments for more than a decade. These specialists are able to offer an insider view of each market and issue monitored in Fund Radar:

Bella Caridade-Ferreira

France

Sheenagh Gordon-Hart

regulation

Helene Jonsson

sweden & nordic countries

Fiona Maciver

distribution

Richard Mertz

Germany

Helen Pridham

austria & united kingdom

Patrick Smith

Spain

Jolanta Ursprung

Switzerland

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