Andrew Barratt

Energizer
DISC Type : I

Programme Director at St. James’s Place

London Area, United Kingdom

Overview

Andrew Barratt is a Programme Director at St. James’s Place with a history of senior roles in wealth management, including at Rathbones and Investec. He specializes in operational strategy and scaling businesses, particularly within the technology and financial markets domain. He holds a Bachelor of Applied Science from the University of Derby.

Andrew dedicates time to fostering innovation as a Business Mentor for SETsquared, the top-ranked university business incubator globally. This reflects his experience as a former COO of a tech start-up and his interest in helping new ventures succeed.

He was instrumental in transforming Rathbone Greenbank from a scale-up into an award-winning sustainable investor.

Personality Overview

Full Of Energy

Informal

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Sustainable Investing
As the former Greenbank Operating Officer at Rathbones, he was responsible for the strategy and growth of their dedicated ethical and sustainable investment team.
Operational Scaling
His career highlights include taking a tech start-up and a sustainable investment division from a scale-up phase to a fully developed, successful business.
Start-up Mentorship
He actively serves as a Business Mentor for the SETsquared Partnership, which supports high-tech start-ups in raising investment and contributing to the UK economy.

Media Appearances

Andrew has no verified media appearances

Work History

12-2025
Programme Director at St. James’s Place
10-2025 - 12-2025
Consultant at Rathbones
1-2022 - 9-2025
Greenbank Operating Officer at Rathbones
7-2020 - 1-2022
Business Manager at Rathbones
1-2018 - 4-2019
Director at Shaw & Co

Education

3-2021 - 5-2021
Climate Change and Investment Academy from Columbia University
9-1991 - 6-1994
Bachelor of Applied Science - BASc from University of Derby

More Information

Social Presence :

Prographics :

Exp : 25 Location : London Area, United Kingdom Job Level : Mid-senior Designation : Programme Director at St. James’s Place
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Andrew

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Andrew take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Andrew

Personality Compatibility


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