Mark has over 20 years’ experience in the financial services industry with a major focus on building and running intermediary distribution channels. He was most recently Sales Director at SEI Investments, where he was responsible for shaping and implementing the firm’s asset management distribution strategy within the intermediary, private banking and corporate pensions markets. 

Prior to this he worked as a business strategy consultant where he was retained by Octopus Investments to develop its distribution strategy and launch its new Discretionary Fund Management service. Mark also consulted to Best Practice IFA Group to help shape its platform strategy, value proposition and recruitment strategy. Previously Mark worked for F&C Investments as UK Intermediary Sales Director, having spent the previous 17 years at Zurich Intermediary Group in a variety of senior sales management roles.

Mark Rockliffe was appointed to spearhead the firm’s development of a new investment management proposition targeting the independent financial adviser market at the beginning of June. 

020 7045 1339
mark.rockliffe@heartwoodgroup.co.uk