Bentley will be responsible for chairing quarterly investment meetings, which review all areas of the firm’s broad centralised investment proposition (CIP).
He joins Ascot Lloyd having held various senior roles including long term positions at Henderson, M&G, and Old Mutual. Since 2013, he has run his own investment marketing consultancy gbi2, working with clients in the UK and Europe.
During his 40-year career, he designed and launched the UK’s first corporate bond fund at M&G and pioneered the use of risk profiling and asset allocation tools at Selestia in 2001. He also developed the first risk targeted fund investment solution at Old Mutual in 2008.
Steven Lloyd, investment director at Ascot Lloyd, said: “I am delighted that Graham is going to join the investment committee, he has a wealth of experience in multi-asset and multi-manager investments, which matches our investment philosophy.
“He also has a very strong background in investment marketing which can only help to improve our offering to clients.”
Unlike his predecessor Stewart Cowley, Bentley will be chair of the entire group’s investment committee, rather than just Avellemy, the DFM MPS sister company to Ascot Lloyd.
Lloyd added: “I would also like to extend my thanks to Stewart who has done a great job in developing the Avellemy Investment Committee over the last two years, in which time we oversaw an increase in AUM from £165m to just short of £500m.”
Bentley said: “As chairman of the group’s investment committee, I’m delighted to be contributing to the development of an already successful business. I’m especially looking forward to working with Steven and the rest of what is an outstanding team.”
The news comes as last month, Ascot Lloyd Financial Services announced they would continue under the single, independent brand of Ascot Lloyd, after merging with Bellpenny in July last year.
