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10 former sports stars to move into wealth management

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by Annabelle Williams on Feb 22, 2012 at 10:10

The investment world has attracted an array of sports professionals, lured in by the chance to use the team spirit and relationship skills honed on the pitch. Here we look at some of the big hitters who made the jump to wealth management.

Josh Lewsey, Citi

England rugby world cup winner Josh Lewsey was hired by Citi in September last year and works as a European equities sales trader.

Lewsey joined London rugby team Wasps aged 18 and went on to make his England debut in 1998. He retired from the sport in 2009 secure in the knowledge he had played for his country 55 times and had scored 22 tries.

Alan Phillips, Fidelius Asset Management

Alan Phillips had a successful career as a cricketer, playing for Somerset Cricket Club as a bowler and counting Ian Botham and Viv Richards among his team mates.

After a back injury, he joined the world of finance and is now managing director of Fidelius, which launched a wealth management service in 2010.

Mark Ingram, Hargreave Hale

After 17 years as a pro golfer Mark Ingram joined up with Hargreave Hale in 2010 to launch a service targeting wealthy sports professionals.

The venture, Hargreave Hale Sports Financial, was appointed as an ‘official supplier’ to the Professional Golfers Association (PGA), becoming the first wealth management firm to obtain this endorsement.

Since stepping back from playing professionally Ingram worked as a golf coach to Ryder Cup and Walker Cup players, later combining his sporting links with his passion for finance and taking on investment positions at Edward Jones and WH Ireland.

Duncan Hodge, Deutsche Bank

Former Scottish international rugby player Duncan Hodge joined Deutsche Bank’s wealth planning team in Edinburgh in late 2010. He works in a client-facing role developing new wealth planning and investment opportunities, following three years spent at Cavanagh Group where he worked to develop the pensions business.

Hodge was capped by Scotland between 1997 and 2002 and is famed for scoring all his nation's points in the victory over England in the 2000 Calcutta Cup and has also been involved in part-time coaching of the current Scottish team.

Dean Hodgson, Williams de Broe

Before turning to the world of investment Dean Hodgson spent eight years as a professional cricketer with Gloucestershire County Cricket Club. As opening batsman he had a first class record of 9 * 100s, 35 * 50s and an average of 33.57.

He retired from cricket in 1996 and now works as an investment director at Williams de Broe in Bath, following an 11-year spell at Gerrard Investment Management.

Such is the number of former rugby players turned investment professional that Hodgson's London-based colleague Gary Boxall has set up a networking event, called RUINN, to cater to the crowd.

Kevin Scott, Jupiter

Kevin Scott achieved a top spot as the Scottish number one badminton player before his investment career. While he now works as executive director of international business development at Jupiter Asset Management, he is still involved in badminton and last year was elected director for marketing on the Council of the Badminton Europe Confederation.

Andy Nicol, Adam & Co

Former Scotland rugby union captain Andy Nicol now works for private bank Adam & Co as head of business development.

Nicol represented the Barbarians and British Lions, and captained Scotland during a successful career with Bath. He retired from the game in 2003 and has since been a regular BBC presenter while writing regular columns for The Herald and working as an after-dinner speaker.

He worked joined RBS Private Banking as business development manager in 2006 and moved on to become area manager of private clients in 2009.

Craig Joiner, Standard Life Wealth

Craig Joiner played on the wing for the Scottish rugby union side between 1994 and 2000, winning 25 caps. He also played for Leicester Tigers, and made his first foray into wealth management when he retired from rugby and joined Cornelian Asset Management as a trainee in 2005. He joined Standard Life Wealth as a client portfolio manager in 2010.

David Blaney, Rowan Dartington

Rubgy Union hooker David Blaney spent the past five years with Bristol Rugby, making regular Heineken Cup, Guinness Premiership, European Shield and EDF Cup appearances. He was the winning captain during the 1997 Leinster Senior Cup.

Earlier this year he joined Rowan Dartington as a trainee stockbroker and has also been tasked with implementing a new marketing strategy with a focus on building client relationships.

He joins from a part time role at Smith & Williamson, where he worked in their financial services department.

Paul Fox, AWD Chase de Vere

Former Castleford, Halifax and Featherstone Rovers rugby league player Paul Fox has recently been appointed as private client manager for the north at AWD Chase de Vere.

With 32 years’ investment experience he has responsibility for delivering the firm’s proposition in its Birmingham, Glasgow, Leeds, Manchester, Newcastle and Preston offices.

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