Graham Bentley ascends to CIO at Avellemy in double promotion

Investment director Steven Lloyd steps up to become managing director


UK investment industry veteran Graham Bentley has been promoted to CIO at Avellemy, effective immediately.

Bentley (pictured) has been with the wealth manager since 2018 when he became chair of investment committee for the group, including its sister DFM MPS Ascot Lloyd. In 2020 he was promoted to chair of Avellemy’s board, focusing on driving the company’s growth strategy and key business development initiatives.

As CIO, Bentley will be responsible for setting Avellemy’s overall asset allocation, “ensuring products remain attractive to investors and providing risk-adjusted returns,” a press release announcing his appointment said.

His career in the investment industry spans over 40 years, including senior roles at Janus Henderson, M&G and Old Mutual Wealth. Since 2013, he has run his own consultancy GBI2, which works with asset managers, intermediaries and distributors in the UK and Europe on their investment propositions.

Alongside Bentley, Steven Lloyd has also been promoted to managing director. Lloyd has been investment director of Avellemy since its inception in 2014 and has been “central to the successful leadership of the business to date,” the announcement said.

Bentley said: “Steven’s appointment is a natural progression given his strong leadership of the business since Avellemy’s early days. I am personally delighted to take the CIO position, and will be focused on ensuring our clients continue to achieve the outcomes they expect, and their advisers receive the highest quality investment management services.”

Lloyd added that as incoming CIO Bentley has the “credentials and the experience necessary to guide us through the next chapter of our growth story,” including expanding its network of strategic distributors.


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