Stephen Holt. Mentor

Area(s) of expertise

• Investment management, investment management sales and marketing, product trends and investment market intelligence.
• I have been involved in investment management and marketing for 14 years, and also worked as a consulting actuary in the field of pensions for 8 years.

Current work

• I am responsible for institutional sales and marketing strategy in Europe and act as head of sales and consultant relationships in the UK and Ireland, selling directly to institutions and indirectly through investment consultants.
• In addition, I have oversight of the client service function and serve as relationship director for various institutional clients.

Other comments

• Prior to my current role, I was head of distribution, UK, at Santander Asset Management.
• My background also includes positions as head of institutional sales at Threadneedle Asset Management, as institutional sales director at Barclays Global Investors, and as senior consultant and actuary at Hymans Robertson.