Mountains

Our management

Executive members of the board of Margetts Fund Management that have responsibility for the governance of the firm and its investment schemes are detailed below.

 For details of the fund management team that have responsibility for the investment strategy please visit the relevent Fund Range pages.

TOBY RICKETTS Cert PFS - CHIEF EXECUTIVE OFFICER AND COMPLIANCE OFFICER

Current Qualifications and Memberships
Investment Management Certificate
Financial Planning Certificate
Futures and Options Certificate
Regulation and Compliance Diploma
Member of the Personal Finance Society
Member of the Institute of Financial Planning
Member of International Training in Communication (USA)
Founder member of the Professional Speakers Association (UK)

Since joining Margetts in 1994, Toby has become widely regarded as a leading professional in collective investment management, being regularly profiled in the major financial publications and national press. Toby is the lead manager of the award winning Risk Rated fund of funds and holds a position on the investment committee of one of our third party fund ranges.

MATTHEW JEALOUS CFA - CHIEF OPERATING OFFICER

Current Qualifications and Memberships
CFA Charter holder
CISI Regulation and Compliance
Investment Management Certificate
BSc (Hons) Economics

Matthew joined Margetts in 2002 after graduating with a degree in Economics, having conducted an empirical investigation into the relationship between risk and return and modern portfolio theory.  Matthew is a CFA Charter holder and an experienced fund manager, working in the Fund Management department of the Firm until 2018 as lead manager to several funds and holding the position of Chief Investment Officer. 

In 2018, Matthew's role transitioned to Chief Operating Officer after building Investment Operations and Risk Management knowledge and experience, providing greater segregation of duties and providing stronger Governance.

ALEX WESTON FCCA – CHIEF FINANCIAL OFFICER

Current Qualifications and Memberships
Fellow of the Association of Certified Chartered Accountants
First Class Degree in Applied Accounting
Certificate in Investment Operations
Diploma in Investment Compliance

Alex joined Margetts in 2004 as part of the operations and accounting team.  Alex is a Charterd Accountant and a Fellow of the Association of Certified Chartered Accountants.  Alex oversees the back office and financial operations of the Firm, which covers Finance, Dealing / Registration and Fund Accounting.

Alex Weston is a member of the Risk Committee that monitors the risks to all Margetts Collective Investment Schemes and the Firm.