The independent Investment Advisory Committee (IAC) meets once a month to debate the issues that inform our investment outlook. The IAC has two regular members, John Gent and James Ferguson; these experienced professionals are complemented by other specialists, depending on the important issues of the day.
John is a Cambridge economics graduate who has worked in financial services since 1979. After a decade in capital markets and trading with Orion Royal Bank and Kleinwort Benson, he entered J.P Morgan private banking, initially in Geneva from where he inherited and led the development of the Self-Directed Investors International Advisory service with teams across Europe and Hong Kong. In 1997, John moved to New York to set up J.P. Morgan's international Alternative products Development, launching the firm's first fund of hedge funds, and creating the strategic asset allocation service. Upon moving back to London in January 1999, he designed the European private banking platform and became the first Chief Executive of JP Morgan International Bank Ltd, an entity dedicated to private clients outside the USA and Switzerland.
In 2001 John co-founded Lord North Street Ltd, one of London's pre-eminent investment offices for ultra-high net worth families, and was a director until 2009. John is now an independent consultant; has gained a Masters in Economic History with Distinction at the London School of Economics and is currently an LSE doctoral researcher in monetary history.
After more than 25 years of experience as stockbroker, sector analyst and macro-economic strategist, James launched Macro Strategy Partnership, an independent research firm focused on global economic, investment and political research. He previously held the position of Head of Strategy at Westhouse Securities Limited, having formerly held the post of Chief Strategist at both Arbuthnot and Pali International. Prior to that he held a variety of positions, predominantly covering the Japanese market, at investment banks Nomura, Robert Fleming, SBC Warburg, Dresdner Kleinwort and Mitsibushi Securities, based in London and Tokyo.
A regular contributor to Money Week since 2004, James frequently sits on the magazine's investment Roundtable. He has made frequent appearances on the BBC TV and radio news, as well as CNN, SKY TV, Channel 4 and Bloomberg TV commenting on economic, banking and investment matters. James has co-hosted both CNBC's Squawk Box and Worldwide Exchange programmes.
James graduated with a MA in Economics from Edinburgh University.
Trevor is an expert in Technical Analysis. Trevor has more than 40 years’ experience as a market professional. His first job from school in 1976 was as a commodities floor trader for Merrill Lynch. When LIFFE opened, he moved into financial futures and has traded most assets in the years since. He became a derivatives fund manager while at Union Cal. He worked for a short period in the Bund pit on LIFFE.
Trevor became interested in charting and technical analysis early in his career. He was a founding board member of The Society of Technical Analysts, the professional body for technicians in the UK. During his nearly ten years as a board member, they created the professional qualification CFTe for market technicians. This exam is now a global franchise and recognised internationally. He was awarded MSTA in 1992. In 1999 he became Global Head of Technical Analysis at Bloomberg. After four years he left to form a hedge fund and moved to Cape Town. He sold his interest in the fund in 2006 and started his own small fund and BETA Group. He operates this private fund today using an algorithm of his own design.
At BETA Group he works with industry professional providing consultancy, analysis and teaching the practical application of timing skills in wealth management, treasury, hedging and research. Trevor is an Accredited Training Provider for the Chartered Institute for Securities and Investment which awarded him MCSI. He is a director of RRG Research BV, the research company behind Relative Rotation GraphsTM RRG<go> which is licenced to Bloomberg, Eikon and other professional platforms. RRGs are used by analysts and portfolio managers to visualise complex price relationships in one clear graph.