Self-dubbed blue collar CIO and leading voice in fund strategy, research and governance
Independent Chief Investment Officer, Gemini Investment Management Ltd board (2015-present)
Author, "New Fund Order: A Digital Death For Fund Selection?" (2015)
Jon ‘JB’ Beckett has long been an outsider of the ‘City’, a Scot looking in, challenging the status quo and casting light on the relationship between fund selectors and fund managers.
JB is a veteran fund selector and strategist with 20 years’ industry experience. Having initially worked in IFA compliance, JB’s fund selector career started as a para planner and non-discretionary portfolio manager for a small/medium-sized IFA, at the turn of the millennium. There he created asset allocation models, managed a 200-fund buy list, building risk-rated portfolios for mass affluent clients.
Later he moved to fund analysis and product management for Franklin Templeton in 2003. Redundancy, post credit crisis, saw JB move through group insight and complex product governance roles, before returning as a fund selector and gatekeeper for a £100bn-plus UK retail and institutional proposition.
JB is currently an independent Chief Investment Officer to the Gemini Investment Management Ltd board, UK Research Lead for the Association of Professional Fund Investors, Chartered Member, Author and Senior Reviewer with the Chartered Institute for Securities and Investments, and member of the Z/Yen Long Finance think-tank.
He is author of “New Fund Order: A Digital Death For Fund Selection?” (2015); a digital survival guide (of sorts) for anyone working in the fund and wealth industry.
We’re here to help.
If you can’t find the right speaker you need, or would like speaker ideas tailored to your event,
talk to us on the details below.