Ross Cartwright

Wildcard
DISC Type : sic

Managing Director - Equity, Investment Solutions Group at MFS Investment Management

United Kingdom

Overview

Ross Cartwright is a Managing Director and Lead Strategist in the Investment Solutions Group at MFS Investment Management. With a background as a principal at Mercer Investment Consulting, his expertise spans equity strategy, platform development, and distribution. He holds a Bachelor of Commerce from the University of KwaZulu-Natal.

He was a finalist for the "Executive of the Year - Distribution" award by Financial Standard in 2016.

Personality Overview

Requires Proof

Friendly But Slow

ROI Driven

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

AI Disruption
Frequently posts and comments on how AI is disrupting industries, reshaping business models, and creating new investment opportunities.
Equity Market Strategy
Authors articles on navigating equity markets, with a focus on consumer trends, sector performance, and identifying global opportunities for investors.
Portfolio Resilience
Writes about the principles of building resilient investment portfolios, indicating a focus on long-term value and risk management.

Media Appearances

Ross has no verified media appearances

Work History

10-2021
Managing Director - Equity, Investment Solutions Group at MFS Investment Management
2-2013 - 10-2021
Director - Platforms at MFS Investment Management
6-2007 - 2-2013
Principal at Mercer Investment Consulting

Education

Bachelor of Commerce (BCom) Honours from University of KwaZulu-Natal

More Information

Social Presence :

Prographics :

Exp : 18 Location : United Kingdom Job Level : Mid-senior Designation : Managing Director - Equity, Investment Solutions Group at MFS Investment Management
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Insights For Selling To Ross

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ross is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Ross

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Ross move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Ross take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Ross

Personality Compatibility


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