This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.
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 Margetts 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.
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.
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.
John is Chief Investment Officer of Sentinel Portfolio Management. He joined in 2020 from Brooks Macdonald UK Investment Management where he most recently held the position of Managing Director. John has over 25 years investment management experience, including managing portfolios for private clients, personal pension funds, trusts, charities and multi asset funds.
John holds the Investment Management Certificate (IMC), the Certificate in Private Client Investment Advice and Management and is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
Jonathan joined Sentinel Portfolio Management in 2020 as Head of Research. Jonathan joined having spent the last 4 years managing internal investment propositions for Financial Advisers as well as heading paraplanning departments. Prior to this he spent 5 years at Brooks Macdonald, initially as a graduate trainee, before qualifying as an Investment Manager.
Jonathan holds a degree in Meteorology from the University of Reading, from which he graduated in 2011. He is currently working towards obtaining his Investment Advice Diploma and Chartered Wealth Manager Qualifications with the Chartered Institute for Securities & Investment (CISI).
Lucy has been working in financial services since 2009, qualified as an IFA in 2013 and has been working in a Compliance capacity since 2017 for an IFA business.
Having the experience of working in an advisory and back office capacity, Lucy has enhanced her diversified skillset. Working alongside the IT team to develop and enhance the systems in use today. Lucy has taken a pragmatic approach in constructing the Compliance framework to ensure that the regulatory and PI insurance requirements are met.
Lucy also sits as part of the Investment Committee for the Sentinel Fund.