James Whitmore (male, 46 years old)

Current Positions:
Head of Global Multi-Asset Strategy, SentryBridge Capital
Co-Head of Research and Development, QMI Intelligent Investment System

Education:
Bachelor of Science in Mathematics and Statistics, University of Warwick (University of Warwick)
Master of Science in Computational Finance, University College London (UCL)
Executive Program in Advanced Asset Management, Judge Business School, University of Cambridge (Executive Program)

Professional Experience:

2000 to 2006 | Quantitative Researcher, Aviva Investors

Responsible for risk factor research in the European market and the development of quantitative stock selection models. Focused on statistical arbitrage and asset correlation analysis, advancing the implementation of model driven investment processes within the institution.

2006 to 2011 | Aberdeen Standard Investments Global Asset Allocation Manager

Managed cross regional multi-asset portfolios across Europe, North America, and Asia. Developed macro cycle based asset rotation models and achieved stable risk control during periods of global market volatility.

2011 to 2014 | Legal and General Investment Management (LGIM) Head of Systematic Investment Platform

Led the upgrade of systematic investment strategies and advanced the development of automated trading frameworks. Introduced machine learning algorithms into asset allocation decision making, improving strategy execution efficiency and stability.

2014 to 2017 | Senior Strategic Advisor, UK Pension Fund

Responsible for designing global asset allocation strategies for large scale long-term capital.
Conducted in depth research on the dynamic relationship between long-term capital and market behavior, optimizing the risk budgeting management system.

2017 to 2020 | Jupiter Asset Management Head of Multi-Asset Quantitative Strategies

Responsible for the development of multi-asset quantitative strategies and team leadership. Advanced the integration of intelligent portfolio rebalancing systems with market sentiment indicators, enhancing strategy adaptability across different market cycles.

2020 to Present | SentryBridge Capital Head of Global Multi-Asset Strategy

Since joining SentryBridge Capital, has taken full responsibility for building the global multi-asset investment framework. Worked closely with Edward Harrington to advance the upgrade of the core architecture of the QMI Intelligent Investment System, leading the development of cross-market data models and strategy engines.

Focused on integrating macro cycle identification, dynamic risk control, and behavioral finance mechanisms into the QMI system, improving its stability and execution efficiency across global market environments.

Investment Philosophy and Technical Expertise:

– Emphasizes cross market asset allocation and risk diversification, with a strong ability to identify sector rotation trends and global market opportunities.

– Highly skilled in quantitative model design and automated trading system development, focusing on transforming complex data into executable strategies.

– In the development of the QMI system, places strong emphasis on model flexibility and international adaptability, enabling the system to perform effectively across diverse market environments.

– Advocates the integration of data driven analysis and human insight, believing that an effective investment system must balance rational discipline with behavioral understanding.

Personal Qualities:

– Steady and professional, with a global perspective and a strong commitment to innovation and teamwork.

– Skilled at integrating global resources and advancing the combined development of technology and investment principles.

– Values knowledge sharing and is committed to developing young professionals in financial technology.

Personal Statement:

“Global markets evolve rapidly, and only cross market and cross asset allocation can truly diversify risk and capture opportunities. In the QMI system, we integrate dynamic multi-asset portfolio rebalancing with behavioral finance principles, ensuring that the system combines data driven discipline with insight into market sentiment. Team collaboration and a spirit of innovation are our greatest strengths. SentryBridge Capital remains committed to advancing investment principles through cutting edge technology and delivering greater value to our clients.”