THE ST. JAMES’S PLACE APPROACH TO INVESTMENT MANAGEMENT
INDEPENDENT GUIDANCE AND EXPERTISE
‘INDEPENDENT EXPERTISE’
John Betteridge
Davina Curling
Steven Daniels
Chris Ralph
Win Robbins
Assisted by our in-house team of analysts and a panel of independent consultancies
THE INVESTMENT COMMITTEE
John Betteridge
Davina Curling
Steven Daniels
Chris Ralph
Win Robbins
‘MANAGES THE MANAGERS’
John retired as CIO of Rowan Dartington in July 2020, having joined as a Non-executive Director and Chair of the Asset Allocation Committee. He was formerly CIO of Prudential UK’s insurance division, overseeing assets of £150 billion.
Davina has over 20 years’ experience as a fund manager. She was Managing Director at Russell Investments, responsible for $20 billion of assets. In 2011 she joined the boards of Invesco Income Growth Trust and BlackRock Greater Europe Investment Trust.
Following very senior positions with Liverpool Victoria, Steven was the CEO and CIO of Tesco UK staff pension scheme until March 2021. He has served on the board of several trusts and the Investment Committee of the Alzheimer’s Society.
Chris was CIO at St. James’s Place and then Chief Global Strategist until the end of 2020, having held senior positions in financial markets over 35 years. Chris is also an expert commentator on the markets across TV, radio and the press.
Win has over 30 years’ experience, having held senit positions in fixed interest at Credit Suisse, Citigroup and Barclays Global Investors. Win now has board positions at Polar Capital Holdings, BlackRock andHenderson Diversified Income Trust.
Decisions: Change firm? Change manager? No change?
Risk management and strategy
Sets performance objectives
Appoints the fund managers
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