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.
Ian Creswick Chartered MCSI
Ian joined Raymond James, Chichester as a Senior Investment Analyst.
Ian is part of the investment team and has input into the investment process at both a macroeconomic level as well as stock and fund selection. His duties include ensuring the investment process is up-to-date with global economics, on which he updates the team during the weekly investment meeting.
The investment team with Ian’s help ensures portfolios are kept in-line with the mandate the client has agreed with Raymond James, and Ian spends a considerable amount of his time monitoring this.
Ian has spent his entire career in investment management and banking. He has a wide knowledge of markets, taxation and financial affairs of private clients, trusts and charities. Ian is skilled in investment strategy, asset allocation and fund selection.
Before joining Raymond James, Ian worked for Thesis Asset Management, now Sanlam Wealth, as a Research Analyst where his responsibilities included direct UK equity selection and managed funds, sitting on the various investment committees. Prior to this role, Ian was an Investment Manager providing portfolio management for private clients, trusts and charities.
Ian worked previously as an Investment Manager at Hawkins Russell Jones Solicitors and also for Lloyds Private Banking where he started as a graduate trainee.
Ian is a Chartered Member of the Chartered Institute for Securities & Investment. Ian has attained the Trustee & Investment Diploma 1990, and Banking Diploma 1985 from the Chartered Institute of Bankers now Institute of Financial Services.
Ian has an MA from Merton College, Oxford University, where he studied Classics and Theology.
Ian is a Director (Governor) of Bishop Luffa School, Chichester, and active member of St Paul’s Church Chichester.
Rebecca Carvey Chartered MCSI
Rebecca is a Private Client Executive for Raymond James, Chichester, working closely with Greg & Ian and part of the investment team, Rebecca ensures that individual strategies agreed upon for the clients are monitored and maintained. Rebecca also ensures high levels of client service, overseeing the function of our Client Services Executive. Rebecca attends the Wednesday investment meeting, along with all members of the team.
Until October 2018, Rebecca worked for Rathbones, her final role as BDO (Branch Designated Officer). Rebecca started her career at Rathbones in 1998 as executive assistant to a team of investment directors. She then moved to London in 2000 for a similar role where she was an active member of Finance 4 Women.
During her 20 years at Rathbones, Rebecca became one of the most senior CSE’s (Client Service Executives) in the Rathbones Group, as well as assisting the investment directors in a client facing role, Rebecca was BDO, responsible for the internal compliance procedures within the office. She was also RMC (Regional Marketing Co-ordinator) leading all marketing initiatives and events for the Chichester office.
Rebecca is a Chartered Member of the Chartered Institute for Securities & Investment, she holds the SFA Registered Representatives Examination, the CISI Diploma Compliance examination, and is an alumna of the Royal Society of Arts (RSA) with a Higher Diploma in Administration and Secretarial Procedures.
Rebecca is a Trustee of the Newell Foundation, a charity which looks after the elderly. She has also been involved in fundraising for a number of charities including the MS Society.
Investment Committee
Greg is part of an investment committee together with some of the other branch principals 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 and Richard Fowler and meets quarterly.
Nicola Tomlin
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 established Raymond James, Hart – a branch of Raymond James in Hampshire.
Richard Fowler
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.
Whilst he hung up his boots a long time ago, Richard has retained his involvement with local football through his role as Welfare Officer for Rodborough Youth FC. As his three children are now in their twenties, he is enjoying a little more spare time, often spent exploring the Cotswolds (and beyond) by motorcycle.