Meet our InvestmentCommittee

The Committee’s responsibilities require a broad range of knowledge, skills and experience. We select its members carefully for their individual expertise and to represent your views. After all, it’s you who will ultimately feel the impact of the funds’ performance.

Tom Beal Executive Board Director – Investments

Tom is responsible for investment strategy, asset allocation, manager research and monitoring.

He’s worked in financial markets for 21 years; 12 of those at SJP. Before joining us, Tom worked in investment banking at Credit Suisse and J.P.Morgan. He began his career in the capital markets division at Thomson Reuters.

He’s also a lay advisor to the Royal College of Surgeons for the UK Finance and Investment Committee.

John Betteridge Independent Member

John has nearly 40 years’ experience in financial services, in the UK and abroad. He was Chief Investment Officer for the UK division of Prudential plc, where he oversaw the management of more than £150 billion of assets.

Most recently, he was a Board member and Chief Investment Officer of our discretionary wealth manager, Rowan Dartington, until he retired in 2020. He then joined us as a Nonexecutive Director and Chair of the Asset Allocation Committee.

John is an independent investment adviser to a number of UK pension funds and two international insurance companies. He’s also Chair of the St. James’s Place Asia Investment Committee.

Davina Curling Independent Member

In the course of her career, Davina has spent more than 25 years in investment management, including more than 20 as a fund manager. This has primarily been spent in European equities for retail and institutional investors specialising in retail. She has worked at some of the biggest names in the industry, including SMBC Nikko Securities, Foreign & Colonial Investment Trust and Royal & Sun Alliance. In 2007 she joined Russell Investments as the Managing Director responsible for around $20 billion of panEuropean assets in the multi-manager arena. In 2011 she was appointed to the Board of the Invesco Income Growth Trust as a Non-executive Director and to the Board of the BlackRock Greater Europe Investment Trust.

Davina was appointed to the Investment Committee in July 2014. Her experience of multimanager funds and the fund manager selection and analysis process is hugely important to her work here.

Steven Daniels Independent Member

From 2012 until March 2021, Steven was the CEO and CIO of Tesco Pension Investment, responsible for asset allocation in equities, bonds and property and for selecting their external fund managers.

He was an independent member of the Investment Committee of the Alzheimer’s Society from 2010 to 2019. He has also been a Board member of various investment trusts. With more than 35 years’ experience in fund management and as a CIO, he began his career with Pearl Assurance, then worked for 22 years with Liverpool Victoria from 1988. There, he was appointed Group Director of Investment in 1996. He served as an Executive Director of Liverpool Victoria Friendly Society from 1996 until 2009, where he was Group Director of Asset Management and Acquisitions. He was Managing Director of Liverpool Victoria Asset Management from 1997 to 2008, then served as its Executive Chairman.

Kathryn has nearly thirty years’ experience within investment management as a direct investor of substantial multi-asset portfolios. She is particularly interested in the effective risk management of alternatives and derivatives as part of a wider portfolio and has significant experience of ESG integration and effective governance processes.

She was formerly Head of Strategy Coordination at USS (Universities Superannuation Scheme) which operates the largest pension scheme in the UK. Her team oversaw asset allocation, portfolio construction and manager selection. She was also a Director of BT Pension Scheme Management, responsible for manager selection and liabilities. Prior to that she worked at Progressive Alternative Investments, SG Warburg and UBS.

Kathryn currently holds a range of nonexecutive and advisory roles within investment management, as well as being an Ambassador for the Diversity Project. She was a founding Trustee of the Standards Board for Alternative Investments and Chair of the London Board of 100 Women in Finance.