Our Team

At Record, we pride ourselves on creating a talent driven workforce dedicated to providing financial guidance and services to our clients. Our team includes financial advisors, investment analysts, and support staff who work together to create customised investment strategies that align with each client’s unique financial goals.

David Morrison

Chairman

Dr Tom Arnold

Director, Head of Sales, North America

James Allen, CFA

Director, FX Risk Management Solutions

Carl Beckley

Director, Client Team

Kevin Ayles

Director, Head of HR and Company Secretary

Sushil Bansi, CFA

Director, Enhanced Passive and Rates

Andrew Bloomfield, CFA

Director, Head of Macro Research

William Ellis

Analyst, Client Team