Greg is part of an investment committee together with some of the other independent investment managers from the Raymond James group. This encourages and allows an exchange of ideas and knowledge for the benefit of clients. It helps support the robust investment process and helps foster the best investment ideas. The Investment Committee consists of Greg Mahon, Nicola Tomlin, Richard Fowler and James Maltin and meets quarterly.
Greg Mahon Chartered FCSI
Greg established Raymond James Chichester in March 2020 to manage investment portfolios for private individuals, associated family trusts and pensions, as well as charity clients.
Greg spends the majority of his time managing client portfolios and is part of the investment team.
Greg has spent his entire career in the finance industry, the vast majority of which has been private client investment management, having started in institutional stockbroking.
Until November 2019 Greg was head of Rathbones investment management business in Chichester where he had worked for 17 years, the first 8 years as an investment director and the latter 9 years as regional head, responsible for the Chichester office, its management, direction, and future development. He sat on the regional management committee as well as various other committees and projects.
During the 17 years Greg was at Rathbones he led the team as well as the strategy, which grew assets under management from below £100m to over £600m.
His client base is largely made up of individuals, family groupings and charities. His clients are mainly concentrated in West Sussex and London, with a few overseas.
Prior to Rathbones, Greg worked for Premier Asset Management developing its private client business, including the acquisition of Johnson Fry’s private client business from Legg Mason. Greg spent 9 years working for Murray Johnstone Private Investors both in London & Glasgow and was one of two principals responsible for establishing the private client business at the HQ in Glasgow.
He has also worked for Smith New Court (now Merrill Lynch) both in market making and institutional sales-trading.
Greg is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager. Having achieved the Investment Management Certificate (IMC), Greg is also an IMC member of the CFA (Chartered Financial Analyst) Society of The UK.
Greg is a trustee board member of 2 locally based charities, Stonepillow and The South Downs National Park Trust, and involved with a number of community-based projects in and around Chichester, as well as the wider county.
Nicola is a Chartered Fellow of the CISI and a Chartered Wealth Manager and has been looking after clients for over 30 years. Nicola began her career at Charles Stanley and in 2016 was one of the founding partners of Raymond James, Solent. In 2019 she then founded Raymond James, Hart – an independent office with Raymond James in Hampshire.
Richard Fowler began his career in 1989, in the City with UBS Phillips & Drew. After leaving London in 1994 he spent time at Albert E Sharp and Charles Stanley. Based in and around Gloucestershire he manages portfolios for Private Clients, charities and trusts either directly, or in conjunction with clients’ other professional advisers. Richard joined the Raymond James, South Cotswolds Office in 2017.
Richard is married with three teenage children (and two terriers) and in any spare time he is keen to explore the Cotswolds by motorcycle. A one-time youth football coach, he now helps to run a local football club.
James Maltin is the Founder of Ridgeway Investment Management, a branch of Raymond James based in Marlborough. Prior to establishing Ridgeway, James spent time at Rathbones and HSBC. James is a Fellow of the Chartered Institute for Securities and Investment and a graduate of the University of Durham, where he holds a joint honours degree in Philosophy and Theology. He also has a Master’s degree in Finance from the London Business School.
James is a keen cyclist and in the months prior to establishing Ridgeway he cycled 6,500 miles around Italy, France and Spain before cycling from Paris to Calais, kayaking across the Channel and then running back to London from Dover, all to raise funds for the Centre for Clinical Haematology at the Queen Elizabeth Hospital, which treats patients with leukaemia.