Simon Bentley, BMO Global Asset Management
Managing Director, Head of UK Solutions Client Portfolio Management
Simon is Head of UK Solutions Client Portfolio Management, responsible for the investment outcome for a range of our LDI clients. Simon has significant experience working with large UK Pension and Insurance clients implementing a range of LDI, fixed income and derivative based solutions. Simon joined the group in 2011. Previously Simon worked at UBS Global Asset Management and Insight Investment where he covered a range of asset classes, focusing in particular on LDI and fixed income mandates. He started his career at Lazard Asset Management. Simon holds a BEng in Manufacturing Engineering from Loughborough University.
James Edwards, BMO Global Asset Management
Director, Institutional Business
James is a Director within the UK Institutional team with a particular focus on Corporate DB pension schemes. Prior to joining BMO Global Asset Management in May 2018, James worked at BlackRock for 10 years as both an Institutional Client Director and a Fixed Income Product Specialist, with a focus on global credit. James is a CFA Charterholder.
Graham Jung, Ross Trustees
Graham combines a wealth of practical knowledge of investment strategy, markets and managers with an Actuary’s understanding of pension scheme dynamics, journey planning and decision making. He has worked with DB and DC schemes of all sizes, as both an advisor and an asset manager, and aims to build close working relationships with sponsors, fellow trustees and providers.
In particular, Graham has deep experience in Fiduciary Management and brings a practical understanding of both the benefits and challenges inherent in such an approach to pension scheme investment. He is also very familiar with the investment aspects of risk transfer and the opportunities opening-up through consolidation.
Graham is a key part of the Ross Investment Group and is responsible for much of the thought leadership that spreads across all of the firm’s clients.