Investment Development and Fund Governance Manager–Phoenix Corporate Investment Services
Tom is responsible for fund governance and identifying strategic opportunities on Phoenix’s platform. He leads the strategic relationship with external fund managers, ensuring that the funds and terms are the most effective for clients, so they can make the appropriate choices for their chosen investment solutions. He also works hand in hand with clients during major transitions, making sure Phoenix continues to deliver the bespoke and flexible solutions they need. Tom plays a key role in ensuring innovation and product enhancements are at the forefront of Phoenix’s delivery each year, keeping their platform at the head of the market.
Head of Buy and Maintain Credit, London – AXA Investment Managers
Lionel heads AXA IM’s London-based Buy and Maintain Credit team, with overall responsibility for the performance of all portfolios. He manages both global and sterling credit, including the AXA Sterling Buy and Maintain Credit Fund.
Lionel was a key member of the project team which developed and launched the flagship Buy and Maintain Credit strategy in 2012 and has been the primary lead manager of Buy and Maintain Credit portfolios in London since that time. He initially joined AXA IM in 2006 as a member of the UK Fixed Income team in London, primarily managing insurance portfolios. Lionel holds a Master’s in Financial Markets from the SKEMA Business School.
Head of Phoenix CIS
Jess leads the Phoenix Corporate Investment Services business, the distribution, marketing and reporting arm of Phoenix’s investment only platform. Jess is responsible for the strategic direction of the business and oversees propositional and service enhancements for our clients. Working closely with a number of major clients and employee benefit consultants to ensure that we continue to meet the ongoing needs of our existing clients. Jess is a Senior investment and pensions professional and holder of the Investment Management Certificate.
Head of UK Institutional Sales – AXA Investment Management
Rachel is responsible for leading AXA IM’s work with UK institutional investors including pension schemes, corporates and professional trustee relationships in supporting them to meet their objectives. Rachel joined AXA IM from Mercer where she worked as a Sales Director and a Senior Investment Consultant. Rachel’s previous roles include Director of EMEA Client Services for the Cash Business at State Street Global Advisors and Director of Global Accounts at BlueBay Asset Management.
Rachel holds an MSc in Actuarial Science from Cass University and bachelor’s degree in Mathematics from University of Sheffield.