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.

TIM RICKETTS - NON-EXECUTIVE CHAIRMAN

Current Qualifications and Memberships
Investment Management Certificate
Financial Planning Certificate
Member of the Institute of Directors

Tim is the majority shareholder of Margetts, having joined the company in 1985. He has over thirty years of experience in stockbroking, financial advice and asset management, being highly accomplished in the financial world. Funds under Tim’s management have won several awards and he has an exceptional knowledge of the issues concerning private clients in wealth creation and preservation.

Tim is the non-executive chairman of the company.

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.

JIM QUY FCA – NON-EXECUTIVE DIRECTOR

Current Qualifications and Memberships
Fellow of the Institute of Chartered Accountants in England & Wales

Jim is one of Margetts’ longest-standing employees having joined the firm in 1991. 

Jim is a chair of the Remuneration Committee which ensures that incentives promote sound and effective risk management and do not encourage risk-taking that exceeds the level of tolerated risk.

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.