Sales and Service Leadership
Gavin Lewis is Head of UK Institutional Business. He joined Vanguard in 2016 and is responsible for the growth of Vanguard’s UK retirement business, encompassing both defined benefit and defined contribution market segments.
Before joining Vanguard, Gavin held the position of executive director at UBS Asset Management, where he led business development for the UK institutional market. Prior to this he held positions at Russell Investments and Fund Building Ltd where he developed business for a range of traditional and alternative asset classes in the UK and Europe.
Gavin holds a BA in history and politics from the University of London and holds the CISI Certificate of Investment Management.
Lisa Harlow is Head of Relationship Management & Client Service, Europe. Lisa joined Vanguard in 2010 and leads a team of 20 responsible for all aspects of servicing for European distributors and institutional clients. Lisa has over twenty years financial services experience including twelve years with Fidelity International where she worked in a number of roles including two years as Head of Client Services India (Delhi) for the FundsNetwork platform.
Jamie Forbes is a senior sales executive in the UK institutional sales team. She joined Vanguard in 2017 having previously worked for Russell Investments in both Seattle and London. Amongst other roles, she was responsible for bringing Russell’s quantitative and systematic investment capabilities to the European institutional market, serving as the firm’s key spokesperson for smart beta and factor investing. Jamie is a graduate of the Business Leadership Program of the University of Puget Sound and holds a BA in Business Administration with an emphasis on Finance. She is also a holder of the Investment Management Certificate.
James Rogers is responsible for building and growing Vanguard’s relationships with UK not-for-profit organisations. James joined Vanguard in 2013 and during this time has workedwith a variety of institutional clients. Prior to joining Vanguard, James worked for an institutional advisory firm in Dublin, Ireland.
James holds a BA in Economics and Geography from University College Dublin, an MSC in Finance and Capital Markets from Dublin City University and the Investment Management Certificate.
Lucy Houlding is responsible for developing Vanguard’s relationships with UK defined benefit and defined contribution pension schemes.
Prior to joining Vanguard in 2016, Lucy worked as an investment analyst for CHL Asset Management in Santiago, Chile, where she was responsible for producing macro research and company analysis in Latin American markets. Lucy holds a BA in Economics and French (Joint Hons) from the University of Leeds.
William Allport is Senior Retirement Strategist for Vanguard’s business in the U.K. and Europe, responsible for strategy and thought-leadership in both defined benefit and defined contribution market segments. Prior to joining Vanguard in 2017, William held roles with Robeco Group, PIMCO and AllianceBernstein with a variety of responsibilities which include leading corporate strategy, developing pension investment propositions and multi-asset investment solutions, and business development.
William has 15 years of investment experience and holds a BA (hons) in Business Economics from St Chad’s College, University of Durham. He holds the Investment Management Certificate from the CFA Society of the UK.
James Collyer joined Vanguard in 2017 as Head of Consultant Relations, Europe. He is responsible for managing and growing relationships with the investment consultant community across Europe.
Before joining Vanguard, James held a variety of positions over 12 years at UBS, working in new business development, client relationship management, equity strategy and portfolio management.
James is a CFA charter holder, has the Investment Management Certificate and is studying for his Executive MBA at the University of Cambridge.
Nick Davis is a consultant relations director in the UK institutional team, responsible for growing Vanguard’s relationships with institutional investment consultants across Europe. Prior to this role, Nick was responsible for Vanguard’s relationships in the wealth manager channel. Nick began his career at Hargreaves Lansdown, before joining Investec Asset Management’s global bank division. Nick has been at Vanguard since 2012. Nick is a holder of the Investment Management Certificate.
Kerry Drew is a consultant relations director in the UK institutional team, responsible for developing and growing Vanguard’s relationships with institutional investment consultants. Kerry joined Vanguard in 2012, having previously spent eight years at Legal & General Investment Management, initially working on the client management and business development teams before spending six years building relationships with investment consultants. Kerry is a holder of the Investment Management Certificate.
Insurance Companies and DC pension providers
David Plumstead is responsible for developing relationships with UK based Insurance Companies and their asset management divisions. David joined Vanguard in London in July 2009 as Business Development Manager, with responsibility for managing relationships across UK platforms and Institutional clients. He has over 25 years industry experience and previously worked for both Clerical Medical and Standard Life for 22 years where he held a number of sales management positions, including that of National Account Manager, Area Manager London City and National Development Manager (Investments). David was also part of Standard Life’s UK Distribution Board.
James Stewart is responsible for business development with insurance companies in the UK. James has worked closely with large institutions as well as financial planners since joining Vanguard at launch in the summer of 2009. Before joining Vanguard, James gained a broad experience and understanding of financial services through positions in life companies and index providers as well as in the currency markets. James holds the Investment Management Certificate and a degree in Economics with French from the University of Birmingham.
Ben Burton works within the insurance company distribution team as an analyst and point of contact. Ben has been with Vanguard for two years, previously holding a role in the adviser sales team. Ben holds the Investment Management Certificate (IMC) and prior to working for Vanguard he worked for a family wealth office in a research capacity. Ben also holds a degree from the University of Reading.
Discretionary fund managers
Matthew Abouzeid is responsible for business development with wealth managers and discretionary fund managers. Matthew joined Vanguard in 2010 and was initially responsible for developing our business in the intermediary channel in London. He has worked in financial services since 2004, primarily in intermediary business development roles at major asset management companies.
Joe Blackburn is responsible for business development with wealth managers and discretionary fund managers. He joined Vanguard in 2011 and was initially responsible for developing relationships amongst UK intermediaries. Joe has worked in financial services since 2008 and, prior to joining Vanguard, worked for a number of global asset managers and UK wealth managers.
Freddie Pendarves is a sales analyst supporting the discretionary fund manager and strategic account channels. He previously spent two years working as an analyst in Bogota, Colombia for a family office. He has a first class honours degree in Economics from the University of the West of England in Bristol.
ETF Sales Specialist
Liz Wright is Senior ETF Sales Specialist for UK/Ireland at Vanguard. In her role Liz is responsible for promoting the use of ETFs within the Institutional and Wealth markets. Liz has 15 years of experience in finance in the UK and was most recently at ETF Securities, where she was Head of UK Wealth and Intermediaries and Spain. Liz has also worked at Barclays Wealth and Investment Management, where she was Strategic Distribution Manager and worked within the group’s Intermediaries, International and Direct division. Prior to working for Barclays, Liz worked for UBS Wealth Management where she integrated IFAs on to the UBS External Asset Management business.
Contact your local team
For all UK Institutional queries, please contact the below:
For general queries on your existing investments in the Funds - valuation, dealing and account set up requests, please contact the Fund's transfer agents:
For all other Institutional queries please contact:
Our Client Services team is available Monday to Friday from 09.00 - 17.00.
For any other general queries please contact our switchboard: