The Investment Committee
The Investment committee blends fund managers specialising in running multi-manager portfolios with experienced financial advisers representing investor interests. The committee will review the management of the Sentinel funds on a quarterly basis and are able to switch the management of the individual funds if required.
The advantage of the Sentinel range is that should the management underperform the committee can change the management without investors having to sell their investments and reinvest with a new manager. In addition, the funds have been set up to offer significant cost savings.
Toby joined the Sentinel investment committee in 2014. Toby is the CEO of Margetts Fund Management and is widely regarded as a leading professional in collective investment management, being regularly profiled in the major financial publications and national press. Toby is the lead manager of the award winning Risk Rated fund of funds, and the Future Money range of funds.
Toby holds positions on a number of investment committees to third party fund ranges and chairs the Remuneration and Risk Committees for Margetts Fund Management.
Jon has been the chairman of the Sentinel investment committee since its formation in 2008. He has a wealth of experience and expertise and has occupied numerous roles in the financial services industry for over 20 years. Jon’s current position as a director and key adviser at a large, directly regulated independent financial advice firm ensures he approaches the monitoring of the Sentinel funds from the IFA’s perspective.
David has been on the Sentinel investment committee since its inception in 2008. He has over 25 years’ experience in the financial services industry and has held a range of senior positions. He is a highly accomplished investment specialist and is committed to providing exceptional service and high standards. He brings his expertise and experience as an IFA to the monitoring of the Sentinel funds.
Michael has been a member of the Sentinel investment committee since its formation in 2008. A financial services industry professional for over 25 years, he is an investment management specialist whose areas of expertise include compliance and regulatory matters. Highly qualified and also a director and key adviser at a large, independent financial advice firm, he has exceptional knowledge of the issues surrounding investments.
Richard has been on the Sentinel investment committee since the funds were launched in 2008. An IT and projects specialist, he has over 10 years’ experience in the financial services industry. Richard oversees the development of the Sentinel funds alongside his committee co-members. His expert investment sector-focused skill set ensures that the funds are comprehensively monitored.
Joe has been a member of the Sentinel investment committee since its creation in 2008. He has over 20 years’ experience in the financial services industry, having held a number of senior positions at a number of independent financial services firms, the majority of which have been spent specialising in the corporate market. Joe is an expert in wealth creation and wealth preservation for SME business owners, and is also a key adviser on employee benefit structures. His expertise and experience, including as an IFA, ensure he brings a unique understanding to the monitoring of the Sentinel funds.