Investment Committee Member Profiles

Peter Dunscombe

Independent Member

Peter was appointed to the St. James’s Place Investment Committee in January 2010 and has over 40 years’ experience of working in investment markets.

Peter retired in 2011 after 11 years as CIO of the BBC Pension Fund where he advised on strategy and new investment opportunities and implemented major resulting changes. He now has a number of non-executive roles including membership of the investment committees of The Pensions Trust, Reed Elsevier Pension Scheme and the Nuffield Foundation, and is a Non-Executive Director of Murray International Trust, HgCapital Trust and GCP Student Living.

Win Robbins

Independent Member

Win has over 30 years’ experience in the investment management industry and has held senior positions at a number of high-profile asset management companies, including Credit Suisse, Citigroup and Barclays Global Investors. Win’s career has centered in the fixed-interest sector. She has had broad investment management experience across active long-only and long-short portfolios, hedge funds and passive strategies. Win brings her specialist, in-depth knowledge of this asset class to the St. James’s Place Investment Committee.

Since taking early retirement in 2008, Win has taken on several part-time appointments; she is a trustee of two pension funds and is on the board of a high-yield bond investment trust. Win was appointed to the St. James’s Place Investment Committee in October 2012.

Davina Curling

Independent Member

Davina has over 25 years’ experience in the investment management industry, with over 20 years as a fund manager, primarily managing European equities, both for retail and institutional investors, and specialising in the former. She has worked at some of the biggest names in the industry, including Nikko Asset Management, Foreign & Colonial Investment Trust and Royal & Sun Alliance. In 2007 she joined Russell Investments as the Managing Director responsible for around $20 billion of pan-European 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.

Along with Steven Daniels, Davina was appointed to the St. James’s Place Investment Committee in July 2014. Her experience of multi-manager funds and the fund manager selection and analysis process is a great benefit to the ongoing work of the Committee.

Steven Daniels

Independent Member

Steven is the Chief Investment Officer of the Tesco UK staff pension scheme, where he is responsible for direct management of asset allocation, equities, bonds and property as well as selecting external fund managers across those asset classes and alternatives. Steven is also an independent member of the Investment Committee of the Alzheimer’s Society and has been a board member of various investment trusts.

Steven is an actuary and also a fund manager and Chief Investment Officer. He began his career with Pearl Assurance before 22 years with Liverpool Victoria from 1988. At Liverpool Victoria, Steven was appointed as the 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 and then served as its Executive Chairman.

Tom Beal

Chief Investment Officer

Tom joined St. James’s Place in 2009 and has 19 years of experience in financial markets. Before St. James’s Place, Tom worked in capital markets at Thomson Reuters. Prior to this, Tom pursued a variety of investment banking roles at Credit Suisse and J.P. Morgan. At St. James’s Place, Tom’s principal responsibilities are in the development of our investment strategy, fund proposition, and Portfolios. He sits on the St. James’s Place Investment ExCo and chairs the Portfolios Committee and Investment Steering Committee. Tom is an investment committee member for the Royal College of Surgeons.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.

Penney Financial Partners is a trading name of Penney Financial Partners Ltd. Penney Financial Partners Limited is registered in England and Wales, Number 09964340. Registered Office: Kensington House, Knights Way, Battlefield, Shrewsbury, Shropshire, SY1 3AB, UK